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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 1,659.0 $227K 0.06% -298.0 -15.2% $136.72 +14.6%
62 KO COCA-COLA CO/THE Consumer Defensive 2,748.0 $223K 0.06% -140.0 -4.8% $81.27 +10.3%
63 PG PROCTER & GAMBLE CO /THE Consumer Defensive 1,520.0 $223K 0.06% -109.0 -6.7% $146.64 -2.0%
64 LIN LINDE PLC COM Basic Materials 398.0 $207K 0.06% -53.0 -11.8% $518.94 -5.7%
65 GS GOLDMAN SACHS GROUP INC Financial Services 202.0 $204K 0.06% -25.0 -11.0% $1011.37 +2.2%
66 MDT MEDTRONIC PLC Healthcare 2,365.0 $185K 0.05% -511.0 -17.8% $78.23 +16.6%
67 MS MORGAN STANLEY COM NEW Financial Services 883.0 $185K 0.05% -155.0 -14.9% $209.04 +2.7%
68 C CITIGROUP INC Financial Services 1,198.0 $168K 0.05% -291.0 -19.5% $139.96 -5.1%
69 WFC WELLS FARGO & COMPANY Financial Services 1,982.0 $164K 0.05% -598.0 -23.2% $82.64 +4.9%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 862.0 $156K 0.04% -119.0 -12.1% $180.91 +6.1%
71 LLY ELI LILLY & CO Healthcare 130.0 $156K 0.04% -11.0 -7.8% $1199.43 -2.2%
72 ELV ELEVANCE HEALTH INC Healthcare 400.0 $155K 0.04% -100.0 -20.0% $386.73 +2.0%
73 INTC INTEL CORP Technology 1,031.0 $144K 0.04% -56.0 -5.2% $139.63 -35.9%
74 CI CIGNA GROUP/THE Healthcare 486.0 $134K 0.04% -141.0 -22.5% $275.68 +1.2%
75 AXP AMERICAN EXPRESS CO Financial Services 392.0 $133K 0.04% -65.0 -14.2% $338.25 -1.5%
76 CVX CHEVRON CORP Energy 795.0 $132K 0.04% -157.0 -16.5% $165.76 +21.8%
77 PEP PEPSICO INC Consumer Defensive 894.0 $121K 0.03% -59.0 -6.2% $135.40 +4.2%
78 HCA HCA HEALTHCARE INC Healthcare 305.0 $119K 0.03% -231.0 -43.1% $389.89 +7.2%
79 CSCO CISCO SYSTEMS INC Technology 873.0 $103K 0.03% -25.0 -2.8% $117.46 -6.4%
80 CENCORA INC 341.0 $96K 0.03% -74.0 -17.8% $282.98
Page 4 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%