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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 7 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 C CITIGROUP INC Financial Services 1,198.0 $168K 0.05% -291.0 -19.5% $139.96 -5.9%
122 WFC WELLS FARGO & COMPANY Financial Services 1,982.0 $164K 0.05% -598.0 -23.2% $82.64 +4.4%
123 PM PHILIP MORRIS INTL INC Consumer Defensive 862.0 $156K 0.04% -119.0 -12.1% $180.91 +4.4%
124 LLY ELI LILLY & CO Healthcare 130.0 $156K 0.04% -11.0 -7.8% $1199.43 -3.8%
125 ELV ELEVANCE HEALTH INC Healthcare 400.0 $155K 0.04% -100.0 -20.0% $386.73 +2.0%
126 INTC INTEL CORP Technology 1,031.0 $144K 0.04% -56.0 -5.2% $139.63 -35.7%
127 CI CIGNA GROUP/THE Healthcare 486.0 $134K 0.04% -141.0 -22.5% $275.68 +1.0%
128 AXP AMERICAN EXPRESS CO Financial Services 392.0 $133K 0.04% -65.0 -14.2% $338.25 -1.9%
129 CVX CHEVRON CORP Energy 795.0 $132K 0.04% -157.0 -16.5% $165.76 +24.0%
130 AMAT APPLIED MATERIALS INC Technology 175.0 $127K 0.04% +10.0 +6.1% $723.00 -36.9%
131 PEP PEPSICO INC Consumer Defensive 894.0 $121K 0.03% -59.0 -6.2% $135.40 +3.5%
132 HCA HCA HEALTHCARE INC Healthcare 305.0 $119K 0.03% -231.0 -43.1% $389.89 +6.8%
133 HONEYWELL INTERNATIONAL INC 506.0 $113K 0.03% NEW $223.90
134 HONEYWELL AEROSPACE COM 506.0 $112K 0.03% NEW $221.08
135 VZ VERIZON COMMUNICATIONS INC Communication Services 2,589.0 $110K 0.03% +1K +78.5% $42.34 +18.6%
136 CSCO CISCO SYSTEMS INC Technology 873.0 $103K 0.03% -25.0 -2.8% $117.46 -6.2%
137 TDW TIDEWATER INC Energy 1,500.0 $100K 0.03% $66.63 +39.4%
138 CENCORA INC 341.0 $96K 0.03% -74.0 -17.8% $282.98
139 EW EDWARDS LIFESCIENCES CORP Healthcare 1,037.0 $94K 0.03% -246.0 -19.2% $90.46 +0.6%
140 JNJ JOHNSON & JOHNSON Healthcare 367.0 $93K 0.03% -30.0 -7.6% $253.97 +4.8%
Page 7 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%