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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 8 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TTD THE TRADE DESK INC COM CL A Technology 5,000.0 $90K 0.03% $18.08 -24.9%
142 T AT&T INC Communication Services 4,237.0 $88K 0.03% +2K +68.8% $20.70 +25.6%
143 HUM HUMANA INC Healthcare 216.0 $86K 0.02% -36.0 -14.3% $397.22 -2.9%
144 MO ALTRIA GROUP INC Consumer Defensive 1,107.0 $80K 0.02% -61.0 -5.2% $71.95 -4.6%
145 FCX FREEPORT-MCMORAN INC Basic Materials 1,248.0 $78K 0.02% -148.0 -10.6% $62.89 +21.6%
146 NEM NEWMONT CORP Basic Materials 835.0 $78K 0.02% -127.0 -13.2% $93.40 +37.0%
147 WAT WATERS CORP Healthcare 196.0 $74K 0.02% NEW $375.04 +10.6%
148 IDXX IDEXX LABORATORIES INC Healthcare 139.0 $73K 0.02% -16.0 -10.3% $526.44 +5.4%
149 BDX BECTON DICKINSON & CO Healthcare 475.0 $72K 0.02% -115.0 -19.5% $151.33 +25.2%
150 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 201.0 $69K 0.02% -8.0 -3.8% $344.32 +0.2%
151 ABBV ABBVIE INC Healthcare 269.0 $68K 0.02% -23.0 -7.9% $251.64 +1.5%
152 A AGILENT TECHNOLOGIES INC Healthcare 508.0 $67K 0.02% -110.0 -17.8% $132.83 +15.8%
153 TMUS T-MOBILE US INC Communication Services 370.0 $62K 0.02% +151.0 +69.0% $167.73 +8.1%
154 LEIDOS HOLDINGS INC 600.0 $62K 0.02% $102.97
155 ECL ECOLAB INC Basic Materials 218.0 $61K 0.02% -26.0 -10.7% $278.61 +2.9%
156 TXN TEXAS INSTRUMENTS INC Technology 201.0 $60K 0.02% -2.0 -1.0% $298.07 -13.2%
157 NTRA NATERA INC COM Healthcare 218.0 $59K 0.02% -54.0 -19.9% $271.45 +20.2%
158 CNC CENTENE CORP COM Healthcare 885.0 $57K 0.02% NEW $64.19 +0.9%
159 CMCSA COMCAST CORP-CL A Communication Services 2,177.0 $53K 0.01% +834.0 +62.1% $24.55 +10.2%
160 PSN PARSONS CORPORATION COM Industrials 1,000.0 $52K 0.01% $52.39 -6.5%
Page 8 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%