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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 8 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NAT NORDIC AMERICAN TANKERS LIMI Industrials 18,800.0 $110K 0.08% NEW $5.86 -5.1%
142 BK BANK NEW YORK MELLON CORP Financial Services 900.0 $107K 0.08% NEW $118.63 +19.5%
143 URI UNITED RENTALS INC Industrials 139.0 $101K 0.08% NEW $728.68 +46.6%
144 RELX RELX PLC Communication Services 3,003.0 $100K 0.08% NEW $33.15 +1.8%
145 ZTS ZOETIS INC Healthcare 835.0 $99K 0.07% NEW $118.21 -31.1%
146 VOO VANGUARD INDEX FDS 165.0 $98K 0.07% NEW $596.36 +14.4%
147 WTRG ESSENTIAL UTILS INC Utilities 2,436.0 $98K 0.07% NEW $40.27 -7.8%
148 AZN ASTRAZENECA PLC Healthcare 496.0 $98K 0.07% NEW $197.22 -9.4%
149 CENCORA INC 311.0 $98K 0.07% NEW $314.14
150 BHP BHP BILLITON LIMITED Basic Materials 1,317.0 $96K 0.07% NEW $72.74 +24.9%
151 CB CHUBB LTD SWITZ Financial Services 280.0 $91K 0.07% NEW $326.40 +0.5%
152 AME AMETEK INC Industrials 424.0 $91K 0.07% NEW $214.49 +5.9%
153 PLD PROLOGIS INC. Real Estate 678.0 $90K 0.07% NEW $132.18 +12.5%
154 LAZ LAZARD INC Financial Services 2,100.0 $89K 0.07% NEW $42.48 +2.9%
155 MDLZ MONDELEZ INTL INC Consumer Defensive 1,538.0 $89K 0.07% NEW $57.64 +9.3%
156 STT STATE STR CORP Financial Services 700.0 $89K 0.07% NEW $126.56 +32.5%
157 TXN TEXAS INSTRS INC Technology 450.0 $87K 0.07% NEW $194.14 +53.0%
158 EEM ISHARES TR 1,500.0 $85K 0.07% NEW $56.79 +19.5%
159 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,387.0 $84K 0.06% NEW $60.66 -5.8%
160 SHY ISHARES TR 1,001.0 $83K 0.06% NEW $82.57 -0.6%
Page 8 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%