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Portfolio (Quarterly) Guide ↗

Axiom Investment Management LLC

· CIK 0001513703
13F Portfolio $131M AUM 3,956 positions Filed May 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 386 New
Page 10 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEP AMERICAN ELEC PWR CO INC Utilities 522.0 $68K 0.05% NEW $131.08 -1.0%
182 PHO INVESCO EXCHANGE TRADED FD T 1,000.0 $67K 0.05% NEW $66.86 +1.5%
183 CBRE CBRE GROUP INC Real Estate 479.0 $65K 0.05% NEW $135.46 +0.0%
184 QCOM QUALCOMM INC Technology 503.0 $65K 0.05% NEW $128.73 +66.3%
185 CII BLACKROCK ENHANCED LARGE CAP Financial Services 2,998.0 $63K 0.05% NEW $21.02 +18.3%
186 FORTINET INC 770.0 $63K 0.05% NEW $81.72
187 CRK COMSTOCK RES INC Energy 2,979.0 $63K 0.05% NEW $21.08 -36.7%
188 ODFL OLD DOMINION FREIGHT LINE IN Industrials 321.0 $63K 0.05% NEW $195.54 +18.5%
189 CEG CONSTELLATION ENERGY CORP Utilities 224.0 $63K 0.05% NEW $279.25 -4.0%
190 MRSH MARSH & MCLENNAN COS INC Financial Services 359.0 $62K 0.05% NEW $173.60 -3.9%
191 SMURFIT WESTROCK PLC 1,554.0 $62K 0.05% NEW $39.85
192 USB US BANCORP Financial Services 1,190.0 $62K 0.05% NEW $52.03 +11.1%
193 RF REGIONS FINANCIAL CORP NEW Financial Services 2,300.0 $60K 0.05% NEW $26.12 +11.0%
194 BA BOEING CO Industrials 298.0 $59K 0.04% NEW $199.03 +14.3%
195 PTC PTC INC Technology 413.0 $59K 0.04% NEW $142.49 -17.1%
196 XENE XENON PHARMACEUTICALS INC Healthcare 1,000.0 $58K 0.04% NEW $58.15 -9.9%
197 SHEL SHELL PLC Energy 615.0 $57K 0.04% NEW $93.00 -11.6%
198 EXPAND ENERGY CORPORATION 519.0 $57K 0.04% NEW $109.78
199 ED CONSOLIDATED EDISON INC Utilities 500.0 $57K 0.04% NEW $113.18 -4.2%
200 PNC PNC FINL SVCS GROUP INC Financial Services 266.0 $55K 0.04% NEW $208.09 +12.8%
Page 10 of 20  ·  386 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.1%
Financial Services 20.6%
Technology 20.1%
Healthcare 9.4%
Consumer Cyclical 5.1%
Energy 4.9%
Basic Materials 4.7%
Communication Services 4.2%
Consumer Defensive 3.0%
Utilities 1.4%