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Portfolio (Quarterly) Guide ↗

AXS Investments LLC

· CIK 0001801467
13F Portfolio $353M AUM 193 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 33 Added 118 Reduced 17 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADSK AUTODESK INC COM Technology 2,608.0 $507K 0.14% +27.0 +1.1% $194.42 +34.1%
22 RBLX ROBLOX CORP CL A Technology 8,178.0 $445K 0.13% +328.0 +4.2% $54.38 -29.1%
23 MSTR STRATEGY INC Technology 4,125.0 $359K 0.10% +710.0 +20.8% $86.93 +46.5%
24 AMAT APPLIED MATERIALS INC Technology 175.0 $127K 0.04% +10.0 +6.1% $723.00 -36.1%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 2,589.0 $110K 0.03% +1K +78.5% $42.34 +18.3%
26 T AT&T INC Communication Services 4,237.0 $88K 0.03% +2K +68.8% $20.70 +25.6%
27 TMUS T-MOBILE US INC Communication Services 370.0 $62K 0.02% +151.0 +69.0% $167.73 +8.1%
28 CMCSA COMCAST CORP-CL A Communication Services 2,177.0 $53K 0.01% +834.0 +62.1% $24.55 +10.2%
29 ASTS AST SPACEMOBILE INC COM CL A Technology 171.0 $15K 0.00% +81.0 +90.0% $88.86 -34.7%
30 CHTR CHARTER COMMUNICATIO CL A Communication Services 65.0 $9K 0.00% +35.0 +116.7% $142.22 +8.0%
31 SATS ECHOSTAR CORP CL A Technology 76.0 $8K 0.00% +31.0 +68.9% $101.50 -14.3%
32 TIGO MILLICOM INT'L CELLLULAR SA Communication Services 67.0 $6K 0.00% +32.0 +91.4% $90.76 +2.9%
33 LUMN LUMEN TECHNOLOGIES INC Communication Services 527.0 $4K 0.00% +225.0 +74.5% $7.68 -21.3%
Page 2 of 2  ·  33 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
Financial Services 59.4%
Technology 25.0%
Communication Services 5.5%
Industrials 3.9%
Healthcare 2.9%
Consumer Cyclical 2.4%
Consumer Defensive 0.4%
Energy 0.4%
Basic Materials 0.2%
Utilities 0.0%