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Portfolio (Quarterly) Guide ↗

Axxion S.A.

· CIK 0002030181
13F Portfolio $1.4B AUM 529 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 529 New
Page 17 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MOS MOSAIC CO Basic Materials 14,000.0 $297K 0.02% NEW $21.19 +15.2%
322 HSIC SCHEIN HENRY INC Healthcare 3,532.0 $295K 0.02% NEW $83.52 +6.0%
323 AFL AFLAC INC Financial Services 2,513.0 $295K 0.02% NEW $117.25 -1.0%
324 RBRK RUBRIK INC. Technology 3,669.0 $295K 0.02% NEW $80.28 +24.7%
325 CDE COEUR MNG INC Basic Materials 18,000.0 $294K 0.02% NEW $16.32 +28.5%
326 TREX TREX INC Industrials 5,829.0 $292K 0.02% NEW $50.04 -6.4%
327 GWW WW GRAINGER INC Industrials 214.0 $291K 0.02% NEW $1360.40 -3.5%
328 CWT CALIFORNIA WTR SVC GROUP Utilities 5,966.0 $290K 0.02% NEW $48.65 +1.8%
329 GAMESTOP CORP 13,140.0 $290K 0.02% NEW $22.08
330 QLYS QUALYS INC Technology 2,106.0 $290K 0.02% NEW $137.49 +32.4%
331 KAI KADANT INC Industrials 918.0 $288K 0.02% NEW $314.23 -0.3%
332 POWL POWELL INDS INC Industrials 1,000.0 $286K 0.02% NEW $286.36 -31.0%
333 LAUR LAUREATE ED INC Consumer Defensive 7,781.0 $283K 0.02% NEW $36.32 +3.1%
334 ACN ACCENTURE PLC IRELAND Technology 2,269.0 $282K 0.02% NEW $124.44 +48.9%
335 TOL TOLL BROTHERS INC Consumer Cyclical 1,710.0 $282K 0.02% NEW $164.75 -10.7%
336 BA BOEING CO Industrials 1,300.0 $281K 0.02% NEW $216.47 -1.0%
337 OC OWENS CORNING NEW Industrials 1,770.0 $281K 0.02% NEW $158.96 -6.9%
338 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,792.0 $281K 0.02% NEW $156.96 -8.4%
339 PLTR PALANTIR TECHNOLOGIES INC Technology 2,410.0 $281K 0.02% NEW $116.67 +54.2%
340 AR ANTERO RESOURCES CORP Energy 8,000.0 $281K 0.02% NEW $35.14 +8.0%
Page 17 of 27  ·  529 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 22.3%
Consumer Cyclical 21.2%
Financial Services 19.2%
Communication Services 11.7%
Healthcare 8.0%
Basic Materials 5.4%
Industrials 4.4%
Energy 3.4%
Consumer Defensive 3.2%
Utilities 1.1%