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Portfolio (Quarterly) Guide ↗

Axiom Financial Strategies, LLC

· CIK 0001831985
13F Portfolio $319M AUM 34 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 24 Added 2 Reduced 22 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,256.0 $395K 0.12% +1K +13.9% $47.81 -14.7%
22 MSFT MICROSOFT CORP Technology 1,004.0 $375K 0.12% +14.0 +1.4% $373.02 +34.3%
23 META META PLATFORMS INC Communication Services 596.0 $336K 0.10% +69.0 +13.1% $563.29 +2.7%
24 WFC WELLS FARGO & CO Financial Services 3,217.0 $266K 0.08% +431.0 +15.5% $82.64 +5.3%
Page 2 of 2  ·  24 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 66.9%
Healthcare 7.7%
Technology 7.1%
Communication Services 6.8%
Consumer Cyclical 5.8%
Energy 2.4%
Consumer Defensive 1.7%
Basic Materials 1.6%