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Portfolio (Quarterly) Guide ↗

Axecap Investments, LLC

· CIK 0002030036
13F Portfolio $181M AUM 73 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 15 Added 28 Reduced 17 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HAS HASBRO INC Consumer Cyclical 2,968.0 $245K 0.14% -31K -91.4% $82.59 +14.1%
62 WMT WALMART INC Consumer Defensive 2,163.0 $245K 0.14% -27K -92.6% $113.25 -9.0%
63 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,222.0 $230K 0.13% -18K -93.8% $188.34 -20.1%
64 SO SOUTHERN CO Utilities 2,393.0 $229K 0.13% $95.70 -7.8%
65 VRSN VERISIGN INC Technology 886.0 $223K 0.12% -129.0 -12.7% $251.56 +16.0%
66 MO ALTRIA GROUP INC Consumer Defensive 3,082.0 $222K 0.12% $71.95 -4.6%
67 SLV ISHARES SILVER TR Financial Services 4,006.0 $214K 0.12% $53.47 +12.2%
68 QQQ INVESCO QQQ TR Financial Services 278.0 $205K 0.11% NEW $736.63 -2.7%
69 RTX RTX CORPORATION Industrials 1,079.0 $205K 0.11% -23K -95.5% $189.73 +11.6%
70 XLC SELECT SECTOR SPDR TR 1,886.0 $202K 0.11% -207.0 -9.9% $107.13 +5.5%
71 CBOE CBOE GLOBAL MKTS INC Financial Services 827.0 $201K 0.11% -210.0 -20.2% $242.67 +27.9%
72 WMB WILLIAMS COS INC Energy 2,694.0 $200K 0.11% -60.0 -2.2% $74.34 -0.8%
73 ARGO BLOCKCHAIN PLC 29,336.0 $111K 0.06% NEW $3.80
Page 4 of 4  ·  73 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
Technology 54.3%
Financial Services 14.8%
Consumer Cyclical 10.0%
Healthcare 7.3%
Energy 7.0%
Consumer Defensive 4.4%
Industrials 1.7%
Communication Services 0.3%
Utilities 0.1%