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AIM
Axiom Investment Management Portfolio holdings
AUM
$131M
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
102.83%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
386
New
386
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Union Pacific
UNP
|
+$9.24M |
| 2 |
Apple
AAPL
|
+$7.61M |
| 3 |
ProShares Short S&P500
SH
|
+$6.86M |
| 4 |
M&T Bank
MTB
|
+$4M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$3.75M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 23.01% |
| 2 | Technology | 17.28% |
| 3 | Financials | 11.61% |
| 4 | Healthcare | 8.43% |
| 5 | Energy | 4.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Union Pacific
UNP
$174B
| $9.15M | 6.96% |
+37,719
| New | +$9.24M |
|
|
2
Apple
AAPL
$4.79T
| $7.42M | 5.64% |
+29,229
| New | +$7.61M |
|
|
3
ProShares Short S&P500
SH
$877M
| $7.15M | 5.44% |
+188,600
| New | +$6.86M |
|
4
Quanta Services
PWR
$96.5B
| $3.99M | 3.04% |
+7,271
| New | +$3.74M |
|
|
5
M&T Bank
MTB
$36.3B
| $3.84M | 2.92% |
+18,562
| New | +$4M |
|
|
6
State Street Utilities Select Sector SPDR ETF
XLU
$23.9B
| $3.83M | 2.92% |
+83,518
| New | +$3.75M |
|
7
Microsoft
MSFT
$2.9T
| $3.14M | 2.39% |
+8,493
| New | +$3.55M |
|
8
Honeywell
HON
$73.8B
| $3.1M | 2.35% |
+13,696
| New | +$3.13M |
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$787B
| $2.99M | 2.28% |
+4,599
| New | +$3.13M |
|
|
B
10
Barrick Mining
B
$62.8B
| $2.81M | 2.13% |
+68,767
| New | +$3.18M |
|
11
NVIDIA
NVDA
$5.14T
| $2.46M | 1.87% |
+14,096
| New | +$2.59M |
|
12
SPDR Gold Trust
GLD
$133B
| $2.42M | 1.84% |
+5,629
| New | +$2.52M |
|
13
Micron Technology
MU
$1.08T
| $2.39M | 1.82% |
+7,064
| New | +$2.77M |
|
14
Omnicom Group
OMC
$22.6B
| $2.38M | 1.81% |
+31,547
| New | +$2.45M |
|
15
Mercado Libre
MELI
$91.2B
| $2.21M | 1.68% |
+1,277
| New | +$2.46M |
|
16
Corning
GLW
$133B
| $1.85M | 1.4% |
+13,572
| New | +$1.64M |
|
17
Energy Transfer Partners
ET
$70.1B
| $1.75M | 1.33% |
+90,901
| New | +$1.66M |
|
18
Enterprise Products Partners
EPD
$84.1B
| $1.66M | 1.26% |
+43,774
| New | +$1.55M |
|
19
RTX Corp
RTX
$262B
| $1.65M | 1.26% |
+8,568
| New | +$1.7M |
|
20
JPMorgan Chase
JPM
$926B
| $1.64M | 1.25% |
+5,580
| New | +$1.69M |
|
21
Invesco QQQ Trust
QQQ
$469B
| $1.59M | 1.21% |
+2,757
| New | +$1.67M |
|
22
Lockheed Martin
LMT
$119B
| $1.56M | 1.18% |
+2,575
| New | +$1.59M |
|
23
Huntington Ingalls Industries
HII
$10.9B
| $1.48M | 1.12% |
+3,890
| New | +$1.6M |
|
24
MYR Group
MYRG
$6.37B
| $1.41M | 1.07% |
+5,000
| New | +$1.3M |
|
|
WCN
25
Waste Connections
WCN
$42.7B
| $1.36M | 1.04% |
+8,400
| New | +$1.4M |
|
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Axiom Investment Management's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for Axiom Investment Management, which disclosed 386 positions worth $131M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is Union Pacific: 37,719 shares worth $9.15M.
By sector, the portfolio is most concentrated in Industrials at 23% of assets, followed by Technology and Financials.
- Axiom Investment Management's largest Q1 2026 buy was Union Pacific: 37,719 shares worth $9.15M.
- Axiom Investment Management's ten largest holdings make up 36% of its $131M portfolio in Q1 2026.
- Axiom Investment Management disclosed 386 positions in Q1 2026, its first 13F filing on record.
Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.