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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 %
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
GAP
276
The Gap Inc
GAP
$7.01B
$20K 0.02%
+825
New +$21.8K
ETO
277
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$494M
$19.4K 0.01%
+727
New +$21.3K
BABA icon
278
Alibaba
BABA
$273B
$18.9K 0.01%
+151
New +$22.7K
EAD
279
Allspring Income Opportunities Fund
EAD
$372M
$18.8K 0.01%
+2,901
New +$19.6K
WES icon
280
Western Midstream Partners
WES
$19.4B
$18.5K 0.01%
+450
New +$18.6K
EVV
281
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
$18.2K 0.01%
+1,921
New +$18.7K
PFG icon
282
Principal Financial Group
PFG
$24B
$18K 0.01%
+200
New +$18.3K
NI icon
283
NiSource
NI
$22.2B
$17.9K 0.01%
+384
New +$17.3K
IGSB icon
284
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$16.8K 0.01%
+320
New +$16.9K
PSEC icon
285
Prospect Capital
PSEC
$1.14B
$16.7K 0.01%
+6,400
New +$17.5K
RSP icon
286
Invesco S&P 500 Equal Weight ETF
RSP
$96.8B
$16.7K 0.01%
+87
New +$17.2K
NSC icon
287
Norfolk Southern
NSC
$77.6B
$16.6K 0.01%
+58
New +$17.2K
IGA
288
Voya Global Advantage and Premium Opportunity Fund
IGA
$154M
$16.6K 0.01%
+1,740
New +$17K
SCI icon
289
Service Corp International
SCI
$11.5B
$16.5K 0.01%
+200
New +$16.1K
REXR icon
290
Rexford Industrial Realty
REXR
$8.71B
$16.4K 0.01%
+500
New +$18.8K
NHS
291
Neuberger High Yield Strategies Fund Inc
NHS
$251M
$16.3K 0.01%
+2,523
New +$18.5K
RITM icon
292
Rithm Capital
RITM
$5.17B
$16.3K 0.01%
+1,716
New +$18K
WAB icon
293
Wabtec
WAB
$49.8B
$16K 0.01%
+64
New +$15.5K
URNM icon
294
Sprott Uranium Miners ETF
URNM
$1.8B
$15.8K 0.01%
+250
New +$17.1K
BGT icon
295
BlackRock Floating Rate Income Trust
BGT
$322M
$15.4K 0.01%
+1,432
New +$16K
NMAI icon
296
Nuveen Multi-Asset Income Fund
NMAI
$460M
$15.1K 0.01%
+1,218
New +$16.1K
PTY icon
297
PIMCO Corporate & Income Opportunity Fund
PTY
$2.47B
$14.8K 0.01%
+1,226
New +$15.6K
CMCSA icon
298
Comcast
CMCSA
$81.7B
$14.5K 0.01%
+506
New +$15.1K
BLK icon
299
Blackrock
BLK
$164B
$14.4K 0.01%
+15
New +$15.8K
UBER icon
300
Uber
UBER
$138B
$14.4K 0.01%
+200
New +$15.4K
10 11
12
13 14

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FF
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GCM
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AFP
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PCGDR
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SWP
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VF
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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.