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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
IAU icon
351
iShares Gold Trust
IAU
$63B
$4.14K ﹤0.01%
+47
New +$4.31K
BLNK icon
352
Blink Charging
BLNK
$75.2M
$4.13K ﹤0.01%
+7,284
New +$5.13K
BIB icon
353
ProShares Ultra NASDAQ Biotechnology
BIB
$82.2M
$4.08K ﹤0.01%
+50
New +$4.14K
IGD
354
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$503M
$4.06K ﹤0.01%
+713
New +$4.14K
NEWT icon
355
NewtekOne
NEWT
$417M
$3.81K ﹤0.01%
+348
New +$4.42K
QYLD icon
356
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$3.43K ﹤0.01%
+200
New +$3.52K
CORZZ icon
357
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.86B
$3.18K ﹤0.01%
+212
New +$3.61K
AA icon
358
Alcoa
AA
$11.7B
$2.98K ﹤0.01%
+45
New +$2.76K
PDI icon
359
PIMCO Dynamic Income Fund
PDI
$7.4B
$2.79K ﹤0.01%
+163
New +$2.94K
TCPC icon
360
BlackRock TCP Capital
TCPC
$265M
$2.78K ﹤0.01%
+770
New +$3.57K
COMT icon
361
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.2B
$2.67K ﹤0.01%
+79
New +$2.26K
CORZW icon
362
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.57B
$2.22K ﹤0.01%
+254
New +$2.72K
DHF
363
BNY Mellon High Yield Strategies Fund
DHF
$171M
$2.08K ﹤0.01%
+854
New +$2.11K
TGTX icon
364
TG Therapeutics
TGTX
$8.58B
$2.06K ﹤0.01%
+62
New +$1.85K
ETW
365
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$2.05K ﹤0.01%
+233
New +$2.15K
NUE icon
366
Nucor
NUE
$56.4B
$1.69K ﹤0.01%
+10
New +$1.74K
CORZ icon
367
Core Scientific
CORZ
$7.23B
$1.59K ﹤0.01%
+106
New +$1.81K
EWD icon
368
iShares MSCI Sweden ETF
EWD
$522M
$1.22K ﹤0.01%
+25
New +$1.29K
ASRT
369
DELISTED
Assertio
ASRT
$1.2K ﹤0.01%
+63
New +$775
VST icon
370
Vistra
VST
$55.1B
$1.05K ﹤0.01%
+7
New +$1.13K
BTC
371
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$1.02K ﹤0.01%
+34
New +$1.15K
EWS icon
372
iShares MSCI Singapore ETF
EWS
$1.01B
$988 ﹤0.01%
+35
New +$988
WMG icon
373
Warner Music
WMG
$13.8B
$971 ﹤0.01%
+38
New +$1.08K
TLN
374
Talen Energy Corp
TLN
$17.2B
$958 ﹤0.01%
+3
New +$1.06K
PSKY
375
Paramount Skydance Corp
PSKY
$9.19B
$902 ﹤0.01%
+100
New +$1.09K
12 13 14
15
16

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GCM
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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.