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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 21,695.0 $1.7M 0.49% -9K -28.8% $79.03 -0.7%
22 JAAA JANUS DETROIT STR TR HENDRSON AAA CL 33,878.0 $1.7M 0.48% -41K -54.6% $50.49 +0.4%
23 VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 36,522.0 $1.7M 0.48% -15K -28.9% $46.81 -1.3%
24 BERKSHIRE HATHAWAY INC 2,880.0 $1.4M 0.41% -691.0 -19.4% $500.39
25 TT TRANE TECHNOLOGIES PLC Industrials 2,700.0 $1.3M 0.38% -95.0 -3.4% $491.16 -8.6%
26 TEL TE CONNECTIVITY PLC Technology 6,480.0 $1.3M 0.37% -231.0 -3.4% $201.61 +0.5%
27 FORTINET INC COM 7,295.0 $1.1M 0.32% -246.0 -3.3% $153.62
28 V VISA INC CLASS A Financial Services 3,227.0 $1.1M 0.31% -753.0 -18.9% $343.09 +11.2%
29 GRMN GARMIN LTD Technology 4,500.0 $1.1M 0.30% -160.0 -3.4% $237.54 +20.1%
30 SNPS SYNOPSYS INC Technology 2,396.0 $1.1M 0.30% -103.0 -4.1% $446.07 -0.8%
31 SH PROSHARES SHORTT PSHS SHRT S&P500 31,500.0 $1.0M 0.29% -6K -14.9% $33.02 -2.1%
32 SYK STRYKER CORP Healthcare 3,254.0 $1.0M 0.29% -203.0 -5.9% $314.84 +5.0%
33 ADBE ADOBE INC Technology 4,937.0 $1.0M 0.29% -112.0 -2.2% $205.02 +42.2%
34 LH LABCORP HOLDINGS INC Healthcare 3,556.0 $996K 0.28% -306.0 -7.9% $280.00 +19.7%
35 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 9,649.0 $968K 0.27% -513.0 -5.0% $100.28 +4.0%
36 DDOG DATADOG INC CL A COM Technology 3,673.0 $956K 0.27% -562.0 -13.3% $260.36 -9.0%
37 ALKS ALKERMES PLC Healthcare 18,200.0 $954K 0.27% -650.0 -3.5% $52.40 -9.5%
38 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,160.0 $761K 0.22% -112.0 -3.4% $240.97 +1.5%
39 CNH INDUSTRIAL NV 66,800.0 $750K 0.21% -2K -3.5% $11.23
40 CAT CATERPILLAR INC Industrials 699.0 $744K 0.21% -205.0 -22.7% $1064.90 -24.9%
Page 2 of 6  ·  118 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%