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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 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SH PROSHARES SHORTT PSHS SHRT S&P500 31,500.0 $1.0M 0.29% -6K -14.9% $33.02 -2.1%
62 SYK STRYKER CORP Healthcare 3,254.0 $1.0M 0.29% -203.0 -5.9% $314.84 +5.0%
63 ADBE ADOBE INC Technology 4,937.0 $1.0M 0.29% -112.0 -2.2% $205.02 +42.2%
64 LH LABCORP HOLDINGS INC Healthcare 3,556.0 $996K 0.28% -306.0 -7.9% $280.00 +19.7%
65 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 9,649.0 $968K 0.27% -513.0 -5.0% $100.28 +4.0%
66 DDOG DATADOG INC CL A COM Technology 3,673.0 $956K 0.27% -562.0 -13.3% $260.36 -9.0%
67 ALKS ALKERMES PLC Healthcare 18,200.0 $954K 0.27% -650.0 -3.5% $52.40 -9.5%
68 GVA GRANITE CONSTRUCTION INC Industrials 6,000.0 $948K 0.27% $158.08 -22.5%
69 ACN ACCENTURE PLC Technology 7,588.0 $944K 0.27% +252.0 +3.4% $124.44 +52.4%
70 STX SEAGATE TECHNOLOGY Technology 969.0 $935K 0.27% NEW $965.00 -14.0%
71 DASH DOORDASH INC CL A Communication Services 4,947.0 $913K 0.26% +139.0 +2.9% $184.53 +28.3%
72 INTU INTUIT INC Technology 3,418.0 $892K 0.25% $261.00 +37.2%
73 ABNB AIRBNB INC COM CL A Consumer Cyclical 5,672.0 $812K 0.23% $143.10 +32.4%
74 NET CLOUDFLARE INC CL A COM Technology 3,178.0 $780K 0.22% +52.0 +1.7% $245.28 +22.2%
75 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,160.0 $761K 0.22% -112.0 -3.4% $240.97 +1.5%
76 CNH INDUSTRIAL NV 66,800.0 $750K 0.21% -2K -3.5% $11.23
77 CAT CATERPILLAR INC Industrials 699.0 $744K 0.21% -205.0 -22.7% $1064.90 -24.9%
78 UNH UNITEDHEALTH GROUP INC Healthcare 1,672.0 $695K 0.20% -339.0 -16.9% $415.63 -5.5%
79 ANET ARISTA NETWORKS INC Technology 4,000.0 $680K 0.19% $169.88 +15.0%
80 GEHC GE HEALTHCARE TECHNO COMMON STOCK Healthcare 10,567.0 $676K 0.19% -577.0 -5.2% $64.01 +12.1%
Page 4 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%