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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 %
102.83%
Top 10 Hldgs %
36.07%
Holding
386
New
386
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$9.24M
2
AAPL icon
Apple
AAPL
+$7.61M
3
SH icon
ProShares Short S&P500
SH
+$6.86M
4
MTB icon
M&T Bank
MTB
+$4M
5
XLU icon
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
XBI icon
251
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$26.1K 0.02%
+204
New +$25.5K
SLV icon
252
iShares Silver Trust
SLV
$31.3B
$25.6K 0.02%
+375
New +$28.5K
RGLD icon
253
Royal Gold
RGLD
$19.2B
$25.4K 0.02%
+100
New +$26.5K
OXY icon
254
Occidental Petroleum
OXY
$57.7B
$25.4K 0.02%
+390
New +$19.6K
MCN
255
Madison Covered Call & Equity Strategy Fund
MCN
$119M
$25.3K 0.02%
+4,339
New +$26.1K
DNP icon
256
DNP Select Income Fund
DNP
$4.11B
$25.3K 0.02%
+2,456
New +$25.1K
FTMU
257
Franklin Municipal Income ETF
FTMU
$467M
$25.1K 0.02%
+3,218
New +$25.3K
XLV icon
258
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$24.9K 0.02%
+170
New +$26.2K
STRA icon
259
Strategic Education
STRA
$1.86B
$24.9K 0.02%
+300
New +$24.4K
NOW icon
260
ServiceNow
NOW
$132B
$24.4K 0.02%
+233
New +$27.4K
ORI icon
261
Old Republic International
ORI
$10.3B
$23.9K 0.02%
+600
New +$24.7K
XLI icon
262
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$22.9K 0.02%
+142
New +$23.8K
HTD
263
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$901M
$22.8K 0.02%
+919
New +$22.7K
HIO
264
Western Asset High Income Opportunity Fund
HIO
$339M
$22.7K 0.02%
+6,255
New +$23.3K
DIS icon
265
Walt Disney
DIS
$181B
$22.5K 0.02%
+233
New +$24.6K
ETG
266
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.87B
$22.4K 0.02%
+1,111
New +$24.9K
CMI icon
267
Cummins
CMI
$86.9B
$21.5K 0.02%
+40
New +$22.6K
AVK
268
Advent Convertible and Income Fund
AVK
$576M
$21.4K 0.02%
+1,920
New +$23.8K
FCT
269
DELISTED
First Trust Senior Floating Rate Income Fund II
FCT
$21.3K 0.02%
+2,210
New +$21.8K
FRA icon
270
BlackRock Floating Rate Income Strategies Fund
FRA
$391M
$21.1K 0.02%
+1,916
New +$21.9K
HYT icon
271
BlackRock Corporate High Yield Fund
HYT
$1.37B
$20.9K 0.02%
+2,459
New +$21.5K
SABA
272
Saba Capital Income & Opportunities Fund II
SABA
$222M
$20.9K 0.02%
+2,513
New +$20.5K
JQC icon
273
Nuveen Credit Strategies Income Fund
JQC
$720M
$20.8K 0.02%
+4,277
New +$21.2K
CLX icon
274
Clorox
CLX
$13B
$20.2K 0.02%
+195
New +$22.1K
TKR icon
275
Timken Company
TKR
$9.07B
$20.1K 0.02%
+200
New +$19.9K
9 10
11
12 13

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WBCM
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AWA
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MCCM
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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.