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AIM
Axiom Investment Management Portfolio holdings
AUM
$150M
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 | |
|---|---|---|---|---|---|---|
226
Meta Platforms (Facebook)
META
$1.51T
| $36K | 0.03% |
+63
| New | +$40.4K |
|
227
BlackRock Core Bond Trust
BHK
$661M
| $35K | 0.03% |
+3,826
| New | +$36.2K |
|
228
HealthEquity
HQY
$8.81B
| $33.1K | 0.03% |
+396
| New | +$32.5K |
|
|
BRSP
229
BrightSpire Capital
BRSP
$633M
| $33K | 0.03% |
+5,900
| New | +$34.2K |
|
230
BP
BP
$110B
| $32.9K | 0.03% |
+700
| New | +$27.4K |
|
231
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
| $32.1K | 0.02% |
+370
| New | +$32.5K |
|
232
HDFC Bank
HDB
$119B
| $31.9K | 0.02% |
+1,282
| New | +$39.8K |
|
233
NextEra Energy
NEE
$179B
| $31.9K | 0.02% |
+343
| New | +$30.5K |
|
234
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.26B
| $31.6K | 0.02% |
+609
| New | +$31.6K |
|
235
NXP Semiconductors
NXPI
$58.5B
| $31.3K | 0.02% |
+159
| New | +$35.2K |
|
236
Progressive
PGR
$121B
| $31.1K | 0.02% |
+157
| New | +$32.4K |
|
237
Kroger
KR
$35.2B
| $30.6K | 0.02% |
+423
| New | +$28.6K |
|
238
Canadian Natural Resources
CNQ
$98B
| $29.2K | 0.02% |
+600
| New | +$24.7K |
|
|
FTNY
239
Franklin New York Municipal Income ETF
FTNY
$598M
| $29.1K | 0.02% |
+3,736
| New | +$29.5K |
|
240
MasterBrand
MBC
$1.88B
| $29.1K | 0.02% |
+3,500
| New | +$37.8K |
|
241
Fulton Financial
FULT
$4.69B
| $28.5K | 0.02% |
+1,400
| New | +$28.8K |
|
242
Global X US Infrastructure Development ETF
PAVE
$14.3B
| $28.3K | 0.02% |
+556
| New | +$29K |
|
243
UMB Financial
UMBF
$11.4B
| $28.2K | 0.02% |
+250
| New | +$30.1K |
|
244
Cracker Barrel
CBRL
$1.3B
| $28.1K | 0.02% |
+1,000
| New | +$30.4K |
|
245
AllianceBernstein
AB
$3.41B
| $27.5K | 0.02% |
+735
| New | +$28.9K |
|
246
Arthur J. Gallagher & Co
AJG
$65.1B
| $27.5K | 0.02% |
+127
| New | +$29.3K |
|
247
Phillips 66
PSX
$92.2B
| $27.3K | 0.02% |
+150
| New | +$23.5K |
|
248
Exelon
EXC
$46.9B
| $26.8K | 0.02% |
+547
| New | +$25.4K |
|
249
Corpay
CPAY
$27.9B
| $26.8K | 0.02% |
+92
| New | +$29.5K |
|
250
FirstEnergy
FE
$27.1B
| $26.2K | 0.02% |
+517
| New | +$25.1K |
|
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Axiom Investment Management's Q1 2026 Portfolio in Review
As of Q1 2026, Axiom Investment Management held 386 positions worth $131M. Its ten largest holdings account for 36% of the portfolio.
Axiom Investment Management deployed $135M of net new capital in Q1 2026, opening 386 new positions. Its largest new stake was 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 opened 386 new positions and closed 0 in Q1 2026.
Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.