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 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SMIZ	ZACKS TRUST	—	7,614	$282K	0.12%	SOLD
22	CTRA	COTERRA ENERGY INC	Energy	7,787	$205K	0.09%	SOLD

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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%