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Portfolio (Quarterly) Guide ↗

Axiom Investment Management LLC

· CIK 0001513703
13F Portfolio $150M AUM 4,311 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 158 New 92 Added 79 Reduced 16 Exited
Page 15 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HIO WESTERN ASSET HIGH INCOME OP Financial Services 6,255.0 $23K 0.01% $3.64 -4.4%
282 HPE HEWLETT PACKARD ENTERPRISE C Technology 500.0 $23K 0.01% NEW $45.11 +15.9%
283 DIS DISNEY WALT CO Communication Services 233.0 $23K 0.01% $96.58 +11.9%
284 IFRX INFLARX NV Healthcare 10,000.0 $22K 0.01% $2.24 -0.4%
285 FRA BLACKROCK FLOATING RATE INCO Financial Services 1,984.0 $22K 0.01% +68.0 +3.5% $10.99 +0.7%
286 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 200.0 $22K 0.01% $107.78 +3.4%
287 FCT FIRST TR SR FLTG RATE INCOME Financial Services 2,210.0 $21K 0.01% $9.66 +0.1%
288 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 2,459.0 $21K 0.01% $8.56 -3.2%
289 SABA SABA CAPITAL INCOME & OPPORT Financial Services 2,513.0 $21K 0.01% $8.35 -1.0%
290 OZK BANK OZK LITTLE ROCK ARK Financial Services 400.0 $21K 0.01% NEW $52.09 -5.2%
291 MDT MEDTRONIC PLC Healthcare 263.0 $21K 0.01% -584.0 -69.0% $78.23 +16.6%
292 SLV ISHARES SILVER TR Financial Services 375.0 $20K 0.01% $53.47 +12.3%
293 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 1,942.0 $20K 0.01% +721.0 +59.0% $10.31 +4.6%
294 RGLD ROYAL GOLD INC Basic Materials 100.0 $20K 0.01% $199.61 +31.7%
295 FTCS FIRST TR EXCHANGE-TRADED FD 210.0 $20K 0.01% NEW $93.92 +7.9%
296 WES WESTERN MIDSTREAM PARTNERS L Energy 450.0 $20K 0.01% $43.76 +10.4%
297 RGTI RIGETTI COMPUTING INC Technology 1,000.0 $19K 0.01% NEW $19.32 -19.3%
298 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,936.0 $19K 0.01% +661.0 +51.8% $9.81 +2.4%
299 OXY OCCIDENTAL PETE CORP Energy 390.0 $19K 0.01% $48.57 +21.7%
300 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 2,901.0 $19K 0.01% $6.50 -1.7%
Page 15 of 27  ·  528 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
Technology 27.4%
Financial Services 19.9%
Industrials 19.3%
Healthcare 12.6%
Communication Services 4.4%
Consumer Cyclical 4.3%
Basic Materials 3.8%
Energy 2.8%
Utilities 2.5%
Consumer Defensive 2.3%