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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 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JPM JPMORGAN CHASE & CO COM Financial Services 1,847.0 $605K 0.17% -471.0 -20.3% $327.33 +9.3%
82 EBAY EBAY INC COM Consumer Cyclical 5,406.0 $604K 0.17% -33.0 -0.6% $111.75 -5.5%
83 GE GENERAL ELECTRIC CO Industrials 1,570.0 $587K 0.17% -381.0 -19.5% $373.73 -8.3%
84 EA ELECTRONIC ARTS INC Communication Services 2,688.0 $551K 0.16% +72.0 +2.8% $205.04 +2.3%
85 EQH EQUITABLE HOLDINGS INC Financial Services 12,000.0 $527K 0.15% $43.88 +14.4%
86 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 3,300.0 $518K 0.15% $156.96 -12.7%
87 BSX BOSTON SCIENTIFIC CORP Healthcare 11,885.0 $507K 0.14% -881.0 -6.9% $42.68 +9.7%
88 ADSK AUTODESK INC COM Technology 2,608.0 $507K 0.14% +27.0 +1.1% $194.42 +34.1%
89 CRWV COREWEAVE INC COM CL A Technology 5,056.0 $503K 0.14% NEW $99.54 -15.4%
90 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 1,907.0 $477K 0.14% -174.0 -8.4% $249.98 -5.8%
91 RBLX ROBLOX CORP CL A Technology 8,178.0 $445K 0.13% +328.0 +4.2% $54.38 -29.1%
92 ROP ROPER TECHNOLOGIES Industrials 1,242.0 $420K 0.12% -67.0 -5.1% $338.39 +25.9%
93 COIN COINBASE GLOBAL INC COM CL A Financial Services 2,724.0 $398K 0.11% $146.19 +22.2%
94 URI UNITED RENTALS INC COM Industrials 350.0 $397K 0.11% $1132.89 -9.1%
95 SU SUNCOR ENERGY INC NEW Energy 7,347.0 $394K 0.11% -262.0 -3.4% $53.68 +21.9%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 733.0 $367K 0.10% -163.0 -18.2% $501.36 +24.1%
97 MSTR STRATEGY INC Technology 4,125.0 $359K 0.10% +710.0 +20.8% $86.93 +46.5%
98 RTX RTX CORP Industrials 1,880.0 $357K 0.10% -553.0 -22.7% $189.73 +11.6%
99 WMT WALMART INC Consumer Defensive 3,104.0 $352K 0.10% -159.0 -4.9% $113.26 -9.0%
100 CPRT COPART INC COM Industrials 11,765.0 $332K 0.09% $28.19 +17.0%
Page 5 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%