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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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 1,672.0 $695K 0.20% -339.0 -16.9% $415.63 -5.5%
42 GEHC GE HEALTHCARE TECHNO COMMON STOCK Healthcare 10,567.0 $676K 0.19% -577.0 -5.2% $64.01 +12.1%
43 JPM JPMORGAN CHASE & CO COM Financial Services 1,847.0 $605K 0.17% -471.0 -20.3% $327.33 +9.3%
44 EBAY EBAY INC COM Consumer Cyclical 5,406.0 $604K 0.17% -33.0 -0.6% $111.75 -5.5%
45 GE GENERAL ELECTRIC CO Industrials 1,570.0 $587K 0.17% -381.0 -19.5% $373.73 -8.3%
46 BSX BOSTON SCIENTIFIC CORP Healthcare 11,885.0 $507K 0.14% -881.0 -6.9% $42.68 +9.7%
47 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 1,907.0 $477K 0.14% -174.0 -8.4% $249.98 -5.8%
48 ROP ROPER TECHNOLOGIES Industrials 1,242.0 $420K 0.12% -67.0 -5.1% $338.39 +25.9%
49 SU SUNCOR ENERGY INC NEW Energy 7,347.0 $394K 0.11% -262.0 -3.4% $53.68 +21.9%
50 TMO THERMO FISHER SCIENTIFIC INC Healthcare 733.0 $367K 0.10% -163.0 -18.2% $501.36 +24.1%
51 RTX RTX CORP Industrials 1,880.0 $357K 0.10% -553.0 -22.7% $189.73 +11.6%
52 WMT WALMART INC Consumer Defensive 3,104.0 $352K 0.10% -159.0 -4.9% $113.26 -9.0%
53 WDAY WORKDAY INC CL A Technology 2,534.0 $310K 0.09% -17.0 -0.7% $122.42 +67.2%
54 ABT ABBOTT LABORATORIES Healthcare 3,201.0 $290K 0.08% -662.0 -17.1% $90.74 +23.9%
55 BAC BANK OF AMERICA Financial Services 4,837.0 $276K 0.08% -923.0 -16.0% $56.98 +9.4%
56 ISRG INTUITIVE SURGICAL INC Healthcare 654.0 $260K 0.07% -2K -71.5% $397.68 -6.3%
57 DHR DANAHER CORP Healthcare 1,304.0 $248K 0.07% -304.0 -18.9% $190.48 +13.4%
58 UNP UNION PACIFIC CORP Industrials 892.0 $243K 0.07% -320.0 -26.4% $272.00 +13.0%
59 BA BOEING CO COM Industrials 1,112.0 $241K 0.07% -452.0 -28.9% $216.47 -3.1%
60 CVS CVS HEALTH CORP Healthcare 2,206.0 $228K 0.07% -444.0 -16.8% $103.45 -10.0%
Page 3 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%