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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
VSNT
376
Versant Media Group
VSNT
$5.01B
$740 ﹤0.01%
+20
New +$674
NWL icon
377
Newell Brands
NWL
$2.16B
$442 ﹤0.01%
+129
New +$542
BHC icon
378
Bausch Health
BHC
$1.65B
$400 ﹤0.01%
+74
New +$443
ONCY
379
Oncolytics Biotech
ONCY
$96.9M
$127 ﹤0.01%
+150
New +$149
DOW icon
380
Dow Inc
DOW
$21.6B
$125 ﹤0.01%
+3
New +$95
SIRI icon
381
SiriusXM
SIRI
$10B
$115 ﹤0.01%
+5
New +$107
OPEN icon
382
Opendoor
OPEN
$3.69B
$94 ﹤0.01%
+20
New +$108
BBBY
383
Bed Bath & Beyond
BBBY
$473M
$46 ﹤0.01%
+10
New +$56
NHS.RT
384
DELISTED
Neuberger High Yield Strategies Fund Inc Rights (expiring April 15, 2026)
NHS.RT
$21 ﹤0.01%
+2,522
New +$22
TWAV
385
TaoWeave Inc
TWAV
$4.32M
$4 ﹤0.01%
+2
New +$3
MREO
386
Mereo BioPharma
MREO
$45.9M
$0 ﹤0.01%
+1
New –
12 13 14 15
16

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PCGDR
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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.