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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 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EOG EOG RESOURCES INC Energy 183.0 $24K 0.01% -31.0 -14.5% $129.73 +10.5%
182 GEV GE VERNOVA INC COM Utilities 18.0 $21K 0.01% -2.0 -10.0% $1174.83 -22.4%
183 KR KROGER CO COM Consumer Defensive 348.0 $19K 0.01% NEW $55.53 +3.9%
184 ASTS AST SPACEMOBILE INC COM CL A Technology 171.0 $15K 0.00% +81.0 +90.0% $88.86 -34.7%
185 COST COSTCO WHOLESALE CORP Consumer Defensive 15.0 $14K 0.00% -10.0 -40.0% $935.47 +1.1%
186 NEE NEXTERA ENERGY INC Utilities 148.0 $13K 0.00% -22.0 -12.9% $87.77 -6.8%
187 HD HOME DEPOT INC COM Consumer Cyclical 34.0 $12K 0.00% -24.0 -41.4% $352.68 -6.4%
188 CHTR CHARTER COMMUNICATIO CL A Communication Services 65.0 $9K 0.00% +35.0 +116.7% $142.22 +8.0%
189 SATS ECHOSTAR CORP CL A Technology 76.0 $8K 0.00% +31.0 +68.9% $101.50 -14.3%
190 CEG CONSTELLATION ENERGY GROUP Utilities 25.0 $6K 0.00% NEW $248.36 +11.4%
191 TIGO MILLICOM INT'L CELLLULAR SA Communication Services 67.0 $6K 0.00% +32.0 +91.4% $90.76 +2.9%
192 LUMN LUMEN TECHNOLOGIES INC Communication Services 527.0 $4K 0.00% +225.0 +74.5% $7.68 -21.3%
193 GSAT GLOBALSTAR INC COM Communication Services 39.0 $3K 0.00% NEW $81.28 +0.6%
Page 10 of 10  ·  193 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%