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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 7 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVS CVS HEALTH CORP Healthcare 2,650.0 $190K 0.08% -524.0 -16.5% $71.82 +49.6%
122 MS MORGAN STANLEY COM NEW Financial Services 1,038.0 $171K 0.07% -63.0 -5.7% $164.57 +30.9%
123 C CITIGROUP INC Financial Services 1,489.0 $169K 0.07% -94.0 -5.9% $113.41 +14.1%
124 CI CIGNA GROUP/THE Healthcare 627.0 $167K 0.07% -124.0 -16.5% $266.75 +5.5%
125 PM PHILIP MORRIS INTL INC Consumer Defensive 981.0 $162K 0.07% -458.0 -31.8% $165.34 +16.7%
126 PEP PEPSICO INC Consumer Defensive 953.0 $148K 0.06% -444.0 -31.8% $155.29 -11.7%
127 ELV ELEVANCE HEALTH INC Healthcare 500.0 $146K 0.06% -99.0 -16.5% $292.75 +27.5%
128 AXP AMERICAN EXPRESS CO Financial Services 457.0 $138K 0.06% -44.0 -8.8% $302.48 +17.5%
129 CENCORA INC 415.0 $130K 0.05% -82.0 -16.5% $314.14
130 LLY ELI LILLY & CO Healthcare 141.0 $130K 0.05% -40.0 -22.1% $919.77 +28.2%
131 TDW TIDEWATER INC Energy 1,500.0 $125K 0.05% $83.55 -9.3%
132 TTD THE TRADE DESK INC COM CL A Technology 5,000.0 $113K 0.05% $22.69 -18.1%
133 NEM NEWMONT CORP Basic Materials 962.0 $104K 0.04% -379.0 -28.3% $108.25 -17.1%
134 EW EDWARDS LIFESCIENCES CORP Healthcare 1,283.0 $103K 0.04% -241.0 -15.8% $80.08 +7.1%
135 JNJ JOHNSON & JOHNSON Healthcare 397.0 $97K 0.04% -117.0 -22.8% $244.44 +3.5%
136 LEIDOS HOLDINGS INC 600.0 $93K 0.04% $155.52
137 BDX BECTON DICKINSON & CO Healthcare 590.0 $93K 0.04% -109.0 -15.6% $157.23 +0.6%
138 IDXX IDEXX LABORATORIES INC Healthcare 155.0 $87K 0.04% -48.0 -23.6% $561.89 +1.0%
139 FCX FREEPORT-MCMORAN INC Basic Materials 1,396.0 $82K 0.03% -550.0 -28.3% $58.78 -0.6%
140 MO ALTRIA GROUP INC Consumer Defensive 1,168.0 $77K 0.03% -547.0 -31.9% $65.99 +12.5%
Page 7 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%