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Portfolio (Quarterly) Guide ↗

Axim Planning & Wealth

· CIK 0001950607
13F Portfolio $72M AUM 92 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 19 Added 52 Reduced 8 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 1,760.0 $509K 0.71% -49.0 -2.7% $289.36 +7.3%
22 ANET ARISTA NETWORKS INC Technology 2,779.0 $472K 0.66% -432.0 -13.4% $169.88 +10.8%
23 RBRK RUBRIK INC. Technology 5,853.0 $470K 0.66% -1K -15.6% $80.28 +22.1%
24 TLT ISHARES TR 5,343.0 $462K 0.65% -331.0 -5.8% $86.42 -4.5%
25 BERKSHIRE HATHAWAY INC DEL 898.0 $449K 0.63% -58.0 -6.1% $500.39
26 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,724.0 $441K 0.62% -47.0 -2.6% $255.88 +32.5%
27 NIO NIO INC Consumer Cyclical 85,404.0 $432K 0.60% -41K -32.4% $5.06 -13.8%
28 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,238.0 $417K 0.58% -189.0 -2.5% $57.62 +16.8%
29 ARCM ARROW INVTS TR 4,031.0 $403K 0.56% -12K -74.8% $100.05 +0.2%
30 ZETA ZETA GLOBAL HOLDINGS CORP Technology 19,688.0 $387K 0.54% -4K -15.5% $19.68 +44.7%
31 CTA SIMPLIFY EXCHANGE TRADED FUN 14,061.0 $365K 0.51% -2K -12.0% $25.94 +7.5%
32 CLS CELESTICA INC Technology 955.0 $348K 0.49% -37.0 -3.7% $364.80 -19.3%
33 NVO NOVO-NORDISK A S Healthcare 6,963.0 $334K 0.47% -876.0 -11.2% $47.94 -2.1%
34 XLC SELECT SECTOR SPDR TR 2,975.0 $319K 0.45% -200.0 -6.3% $107.13 +4.8%
35 GRAB GRAB HOLDINGS LIMITED Technology 82,319.0 $310K 0.43% -9K -9.6% $3.77 -6.6%
36 PPA INVESCO EXCHANGE TRADED FD T 1,660.0 $293K 0.41% -1K -43.4% $176.65 -3.3%
37 HIMS HIMS & HERS HEALTH INC Healthcare 8,374.0 $290K 0.41% -3K -25.1% $34.67 -10.4%
38 XLV SELECT SECTOR SPDR TR 1,759.0 $279K 0.39% -82.0 -4.5% $158.66 +10.1%
39 MDLZ MONDELEZ INTL INC Consumer Defensive 4,472.0 $259K 0.36% -156.0 -3.4% $57.84 +11.9%
40 IVE ISHARES TR 1,118.0 $254K 0.35% -76.0 -6.4% $227.06 +4.7%
Page 2 of 3  ·  52 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
Industrials 54.1%
Technology 14.4%
Financial Services 12.5%
Consumer Cyclical 5.5%
Consumer Defensive 5.0%
Healthcare 3.7%
Basic Materials 1.9%
Communication Services 1.2%
Real Estate 1.0%
Energy 0.6%