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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 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 -0.6%
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 +0.0%
304 CNI CANADIAN NATL RY CO Industrials 130.0 $13K 0.01% NEW $102.77 +14.4%
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 +37.4%
307 CACI CACI INTL INC Technology 23.0 $13K 0.01% NEW $543.91 -7.8%
308 XLP SELECT SECTOR SPDR TR 149.0 $12K 0.01% NEW $81.72 +4.7%
309 VLT INVESCO HIGH INCOME TR II Financial Services 1,176.0 $12K 0.01% NEW $10.10 +2.9%
310 BTZ BLACKROCK CR ALLOCATION Financial Services 1,172.0 $12K 0.01% NEW $10.10 +0.1%
311 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,700.0 $12K 0.01% NEW $6.95 +21.8%
312 BEN FRANKLIN RESOURCES INC Financial Services 500.0 $12K 0.01% NEW $23.62 +40.5%
313 TLH ISHARES TR 117.0 $12K 0.01% NEW $100.72 -0.4%
314 PML PIMCO MUN INCOME FD II Financial Services 1,533.0 $12K 0.01% NEW $7.57 -0.1%
315 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 1,221.0 $11K 0.01% NEW $9.21 +13.7%
316 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,275.0 $11K 0.01% NEW $8.66 +10.7%
317 BOE BLACKROCK ENHANCED GLOBAL Financial Services 990.0 $11K 0.01% NEW $10.96 +9.1%
318 XLB SELECT SECTOR SPDR TR 215.0 $11K 0.01% NEW $50.07 +5.4%
319 OESX ORION ENERGY SYS INC Industrials 1,206.0 $11K 0.01% NEW $8.74 +4.0%
320 JBLU JETBLUE AIRWAYS CORP Industrials 2,330.0 $10K 0.01% NEW $4.42 +19.9%
Page 16 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%