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Portfolio (Quarterly) Guide ↗

AXS Investments LLC

· CIK 0001801467
13F Portfolio $248M AUM 190 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 11 New 14 Added 147 Reduced
Page 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XOM EXXON MOBIL CORP Energy 1,957.0 $332K 0.13% -872.0 -30.8% $169.66 -13.6%
102 WDAY WORKDAY INC CL A Technology 2,551.0 $331K 0.13% -489.0 -16.1% $129.92 +0.5%
103 BA BOEING CO COM Industrials 1,564.0 $311K 0.13% -223.0 -12.5% $199.03 +11.4%
104 DHR DANAHER CORP Healthcare 1,608.0 $305K 0.12% -318.0 -16.5% $189.60 -4.6%
105 HON HONEYWELL INTERNATIONAL INC Industrials 1,305.0 $295K 0.12% -179.0 -12.1% $226.03 -3.1%
106 UNP UNION PACIFIC CORP Industrials 1,212.0 $294K 0.12% -174.0 -12.6% $242.62 +10.6%
107 BAC BANK OF AMERICA Financial Services 5,760.0 $281K 0.11% -387.0 -6.3% $48.75 +13.1%
108 LMT LOCKHEED MARTIN CORP Industrials 441.0 $267K 0.11% NEW $604.39 -9.2%
109 SPGI S&P GLOBAL INC Financial Services 624.0 $265K 0.11% -90.0 -12.6% $425.34 -2.8%
110 APOS APOLLO GLOBAL MGMT INC Financial Services 2,300.0 $256K 0.10% $111.42 -77.1%
111 URI UNITED RENTALS INC COM Industrials 350.0 $255K 0.10% $728.56 +46.7%
112 HCA HCA HEALTHCARE INC Healthcare 536.0 $254K 0.10% -145.0 -21.3% $473.24 -20.0%
113 MDT MEDTRONIC PLC Healthcare 2,876.0 $249K 0.10% -534.0 -15.7% $86.65 -7.3%
114 PG PROCTER & GAMBLE CO /THE Consumer Defensive 1,629.0 $235K 0.10% -760.0 -31.8% $144.44 +2.7%
115 LIN LINDE PLC COM Basic Materials 451.0 $224K 0.09% -184.0 -29.0% $495.76 +4.0%
116 NVO NOVO NORDISK A/S-SPONS ADR Healthcare 6,000.0 $220K 0.09% $36.75 +19.6%
117 KO COCA-COLA CO/THE Consumer Defensive 2,888.0 $220K 0.09% -1K -31.9% $76.05 +8.5%
118 WFC WELLS FARGO & COMPANY Financial Services 2,580.0 $205K 0.08% -143.0 -5.2% $79.61 +3.5%
119 CVX CHEVRON CORP Energy 952.0 $197K 0.08% -423.0 -30.8% $206.90 -10.2%
120 GS GOLDMAN SACHS GROUP INC Financial Services 227.0 $192K 0.08% -45.0 -16.5% $845.99 +22.4%
Page 6 of 10  ·  189 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 44.3%
Technology 30.8%
Communication Services 8.9%
Industrials 5.8%
Healthcare 5.2%
Consumer Cyclical 3.2%
Energy 0.8%
Consumer Defensive 0.7%
Basic Materials 0.4%
Utilities 0.0%