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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
Q2 2026 Q1 2026 · All 386 New
Page 16 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PCN PIMCO CORPORATE & INCM STRG Financial Services 1,199.0 $14K 0.01% NEW — $11.90 -10.0%
302 — LIBERTY GLOBAL LTD — 1,175.0 $14K 0.01% NEW — $12.09 —
303 CIF MFS INTER HIGH INCOME FD Financial Services 8,625.0 $14K 0.01% NEW — $1.62 -1.2%
304 CNI CANADIAN NATL RY CO Industrials 130.0 $13K 0.01% NEW — $102.77 +16.7%
305 — FLAGSTAR BANK NATIONAL ASSOC — 974.0 $13K 0.01% NEW — $13.17 —
306 OMDA OMADA HEALTH INC Healthcare 1,000.0 $13K 0.01% NEW — $12.57 +56.9%
307 CACI CACI INTL INC Technology 23.0 $13K 0.01% NEW — $543.91 +13.4%
308 XLP SELECT SECTOR SPDR TR — 149.0 $12K 0.01% NEW — $81.72 -0.0%
309 VLT INVESCO HIGH INCOME TR II Financial Services 1,176.0 $12K 0.01% NEW — $10.10 -9.9%
310 BTZ BLACKROCK CR ALLOCATION Financial Services 1,172.0 $12K 0.01% NEW — $10.10 -6.9%
311 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,700.0 $12K 0.01% NEW — $6.95 -15.7%
312 BEN FRANKLIN RESOURCES INC Financial Services 500.0 $12K 0.01% NEW — $23.62 +37.8%
313 TLH ISHARES TR — 117.0 $12K 0.01% NEW — $100.72 -7.3%
314 PML PIMCO MUN INCOME FD II Financial Services 1,533.0 $12K 0.01% NEW — $7.57 -12.7%
315 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 1,221.0 $11K 0.01% NEW — $9.21 +11.1%
316 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,275.0 $11K 0.01% NEW — $8.66 +10.0%
317 BOE BLACKROCK ENHANCED GLOBAL Financial Services 990.0 $11K 0.01% NEW — $10.96 +9.9%
318 XLB SELECT SECTOR SPDR TR — 215.0 $11K 0.01% NEW — $50.07 -0.8%
319 OESX ORION ENERGY SYS INC Industrials 1,206.0 $11K 0.01% NEW — $8.74 +234.7%
320 JBLU JETBLUE AIRWAYS CORP Industrials 2,330.0 $10K 0.01% NEW — $4.42 -1.6%
Page 16 of 20  ·  386 positions

① 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 26.6%
Financial Services 20.6%
Technology 20.6%
Healthcare 9.7%
Consumer Cyclical 5.2%
Basic Materials 4.8%
Communication Services 4.1%
Energy 3.5%
Consumer Defensive 3.1%
Utilities 1.4%