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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 6 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WDAY WORKDAY INC CL A Technology 2,534.0 $310K 0.09% -17.0 -0.7% $122.42 +67.2%
102 ZM ZOOM COMMUNICATIONS INC Technology 3,522.0 $304K 0.09% NEW $86.31 +14.0%
103 ABT ABBOTT LABORATORIES Healthcare 3,201.0 $290K 0.08% -662.0 -17.1% $90.74 +23.9%
104 NVO NOVO NORDISK A/S-SPONS ADR Healthcare 6,000.0 $288K 0.08% $47.94 -4.9%
105 BAC BANK OF AMERICA Financial Services 4,837.0 $276K 0.08% -923.0 -16.0% $56.98 +9.4%
106 APOS APOLLO GLOBAL MGMT INC 2,300.0 $272K 0.08% $118.31
107 ETN EATON CORP PLC Industrials 617.0 $263K 0.07% NEW $426.12 -5.5%
108 ISRG INTUITIVE SURGICAL INC Healthcare 654.0 $260K 0.07% -2K -71.5% $397.68 -6.3%
109 DE DEERE & CO Industrials 401.0 $254K 0.07% NEW $634.33 -0.6%
110 DHR DANAHER CORP Healthcare 1,304.0 $248K 0.07% -304.0 -18.9% $190.48 +13.4%
111 UNP UNION PACIFIC CORP Industrials 892.0 $243K 0.07% -320.0 -26.4% $272.00 +13.0%
112 BA BOEING CO COM Industrials 1,112.0 $241K 0.07% -452.0 -28.9% $216.47 -3.1%
113 CVS CVS HEALTH CORP Healthcare 2,206.0 $228K 0.07% -444.0 -16.8% $103.45 -10.0%
114 XOM EXXON MOBIL CORP Energy 1,659.0 $227K 0.06% -298.0 -15.2% $136.72 +14.6%
115 KO COCA-COLA CO/THE Consumer Defensive 2,748.0 $223K 0.06% -140.0 -4.8% $81.27 +10.3%
116 PG PROCTER & GAMBLE CO /THE Consumer Defensive 1,520.0 $223K 0.06% -109.0 -6.7% $146.64 -2.0%
117 LIN LINDE PLC COM Basic Materials 398.0 $207K 0.06% -53.0 -11.8% $518.94 -5.7%
118 GS GOLDMAN SACHS GROUP INC Financial Services 202.0 $204K 0.06% -25.0 -11.0% $1011.37 +2.2%
119 MDT MEDTRONIC PLC Healthcare 2,365.0 $185K 0.05% -511.0 -17.8% $78.23 +16.6%
120 MS MORGAN STANLEY COM NEW Financial Services 883.0 $185K 0.05% -155.0 -14.9% $209.04 +2.7%
Page 6 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%