BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE INT-TERM CORP 20,696.0 $1.7M 0.48% NEW $82.65 -1.8%
42 JAAA JANUS DETROIT STR TR HENDRSON AAA CL 33,878.0 $1.7M 0.48% -41K -54.6% $50.49 +0.4%
43 VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 36,522.0 $1.7M 0.48% -15K -28.9% $46.81 -1.3%
44 VCLT VANGUARD SCOTTSDALE LG-TERM COR BD 22,609.0 $1.7M 0.48% NEW $75.25 -3.9%
45 SQQQ PROSHARES TR ULTRAPRO SHORT Q 42,689.0 $1.6M 0.44% $36.31 +6.1%
46 FORTRESS TRANS INFRS COM REP LTD LIAB 5,500.0 $1.5M 0.42% $270.53
47 KLAC KLA CORPORATION Technology 4,844.0 $1.5M 0.41% +4K +706.0% $301.71 -41.8%
48 NOW SERVICENOW INC COM Technology 14,583.0 $1.4M 0.41% +211.0 +1.5% $99.28 +45.8%
49 BERKSHIRE HATHAWAY INC 2,880.0 $1.4M 0.41% -691.0 -19.4% $500.39
50 TT TRANE TECHNOLOGIES PLC Industrials 2,700.0 $1.3M 0.38% -95.0 -3.4% $491.16 -8.6%
51 TEL TE CONNECTIVITY PLC Technology 6,480.0 $1.3M 0.37% -231.0 -3.4% $201.61 +0.5%
52 CDNS CADENCE DESIGN SYS INC Technology 3,450.0 $1.3M 0.37% +156.0 +4.7% $375.32 -9.3%
53 SDS PROSHARES TR ULTRASHT SP500 22,120.0 $1.3M 0.36% $56.87 -4.8%
54 FIX COMFORT SYS USA INC COM Industrials 600.0 $1.2M 0.34% $1981.95 -23.4%
55 SNOW SNOWLAKE, INC. COM Technology 4,629.0 $1.2M 0.33% +99.0 +2.2% $254.50 +28.9%
56 FORTINET INC COM 7,295.0 $1.1M 0.32% -246.0 -3.3% $153.62
57 V VISA INC CLASS A Financial Services 3,227.0 $1.1M 0.31% -753.0 -18.9% $343.09 +11.2%
58 MELI MERCADOLIBRE INC COM Consumer Cyclical 642.0 $1.1M 0.31% +137.0 +27.1% $1697.39 +15.8%
59 GRMN GARMIN LTD Technology 4,500.0 $1.1M 0.30% -160.0 -3.4% $237.54 +20.1%
60 SNPS SYNOPSYS INC Technology 2,396.0 $1.1M 0.30% -103.0 -4.1% $446.07 -0.8%
Page 3 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%