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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EW EDWARDS LIFESCIENCES CORP Healthcare 1,037.0 $94K 0.03% -246.0 -19.2% $90.46 -0.3%
82 JNJ JOHNSON & JOHNSON Healthcare 367.0 $93K 0.03% -30.0 -7.6% $253.97 +5.5%
83 HUM HUMANA INC Healthcare 216.0 $86K 0.02% -36.0 -14.3% $397.22 -2.9%
84 MO ALTRIA GROUP INC Consumer Defensive 1,107.0 $80K 0.02% -61.0 -5.2% $71.95 -4.6%
85 FCX FREEPORT-MCMORAN INC Basic Materials 1,248.0 $78K 0.02% -148.0 -10.6% $62.89 +21.6%
86 NEM NEWMONT CORP Basic Materials 835.0 $78K 0.02% -127.0 -13.2% $93.40 +37.0%
87 IDXX IDEXX LABORATORIES INC Healthcare 139.0 $73K 0.02% -16.0 -10.3% $526.44 +5.4%
88 BDX BECTON DICKINSON & CO Healthcare 475.0 $72K 0.02% -115.0 -19.5% $151.33 +25.2%
89 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 201.0 $69K 0.02% -8.0 -3.8% $344.32 +0.2%
90 ABBV ABBVIE INC Healthcare 269.0 $68K 0.02% -23.0 -7.9% $251.64 +1.5%
91 A AGILENT TECHNOLOGIES INC Healthcare 508.0 $67K 0.02% -110.0 -17.8% $132.83 +15.8%
92 ECL ECOLAB INC Basic Materials 218.0 $61K 0.02% -26.0 -10.7% $278.61 +2.9%
93 TXN TEXAS INSTRUMENTS INC Technology 201.0 $60K 0.02% -2.0 -1.0% $298.07 -13.2%
94 NTRA NATERA INC COM Healthcare 218.0 $59K 0.02% -54.0 -19.9% $271.45 +20.2%
95 VEEV VEEVA SYS INC CL A COM Healthcare 294.0 $52K 0.01% -52.0 -15.0% $177.47 +55.9%
96 COP CONOCOPHILLIPS Energy 491.0 $51K 0.01% -82.0 -14.3% $103.96 +25.4%
97 RMD RESMED INC Healthcare 256.0 $50K 0.01% -50.0 -16.3% $194.88 +23.3%
98 MRK MERCK & CO INC Healthcare 377.0 $48K 0.01% -31.0 -7.6% $128.50 +15.4%
99 CL COLGATE-PALMOLIVE CO Consumer Defensive 525.0 $48K 0.01% -33.0 -5.9% $91.68 -1.0%
100 MNST MONSTER BEVERAGE CORP Consumer Defensive 495.0 $48K 0.01% -26.0 -5.0% $96.12 -51.2%
Page 5 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%