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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLMI FRANKLIN TEMPLETON ETF TR 1,183,760.0 $29.8M 9.34% NEW $25.17 -3.6%
2 BLACKROCK ETF TRUST II 98,593.0 $4.9M 1.54% NEW $49.80
3 TXN TEXAS INSTRS INC Technology 1,311.0 $391K 0.12% NEW $298.07 -15.0%
4 DVN DEVON ENERGY CORP NEW Energy 8,046.0 $332K 0.10% NEW $41.32 +18.7%
5 TSN TYSON FOODS INC Consumer Defensive 4,069.0 $233K 0.07% NEW $57.25 -3.8%
6 UNH UNITEDHEALTH GROUP INC Healthcare 558.0 $232K 0.07% NEW $415.63 -4.7%
7 TECK TECK RESOURCES LTD Basic Materials 3,642.0 $217K 0.07% NEW $59.46 +12.3%

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%