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AIM

Axiom Investment Management Portfolio holdings

AUM $150M
This Fund
S&P 500
This Quarter Est. Return
+25.11%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$18.2M
Cap. Flow
+$590K
Cap. Flow %
0.39%
Top 10 Hldgs %
34.91%
Holding
541
New
155
Increased
98
Reduced
87
Closed
13

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$1.97M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.82M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.65M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.63M
5
HONA
Honeywell Aerospace
HONA
+$1.48M

Top Sells

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$1.73M
2
HON icon
Honeywell
HON
+$1.56M
3
LMT icon
Lockheed Martin
LMT
+$1.56M
4
RTX icon
RTX Corp
RTX
+$1.5M
5
HII icon
Huntington Ingalls Industries
HII
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 22.27%
2 Industrials 18.5%
3 Financials 10.66%
4 Healthcare 10.35%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RHI icon
426
Robert Half
RHI
$4.32B
$3.07K ﹤0.01%
+100
New +$2.8K
TER icon
427
Teradyne
TER
$58.8B
$2.9K ﹤0.01%
+6
New +$2.26K
PDI icon
428
PIMCO Dynamic Income Fund
PDI
$7.46B
$2.72K ﹤0.01%
163
– –
CORZ icon
429
Core Scientific
CORZ
$6.29B
$2.71K ﹤0.01%
106
– –
ZBRA icon
430
Zebra Technologies
ZBRA
$18.1B
$2.63K ﹤0.01%
+10
New +$2.35K
TCPC icon
431
BlackRock TCP Capital
TCPC
$327M
$2.59K ﹤0.01%
770
– –
OTIS icon
432
Otis Worldwide
OTIS
$27.9B
$2.51K ﹤0.01%
+35
New +$2.61K
KWEB icon
433
KraneShares CSI China Internet ETF
KWEB
$5.57B
$2.45K ﹤0.01%
+100
New +$2.77K
CCEC
434
Capital Clean Energy Carriers
CCEC
$1.36B
$2.41K ﹤0.01%
+113
New +$2.34K
COMT icon
435
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.23B
$2.4K ﹤0.01%
79
– –
BBBY
436
Bed Bath & Beyond
BBBY
$414M
$2.36K ﹤0.01%
408
+398
+3,980% +$2.18K
AA icon
437
Alcoa
AA
$14.1B
$2.35K ﹤0.01%
45
– –
AVY icon
438
Avery Dennison
AVY
$13.6B
$2.27K ﹤0.01%
+14
New +$2.28K
NLY icon
439
Annaly Capital Management
NLY
$17.4B
$2.24K ﹤0.01%
+100
New +$2.21K
PENN icon
440
PENN Entertainment
PENN
$2.56B
$2.14K ﹤0.01%
+100
New +$1.79K
DHF
441
BNY Mellon High Yield Strategies Fund
DHF
$173M
$2.07K ﹤0.01%
854
– –
MKL icon
442
Markel Group
MKL
$22.9B
$1.95K ﹤0.01%
+1
New +$1.87K
AEF
443
abrdn Emerging Markets Equity Income Fund
AEF
$371M
$1.94K ﹤0.01%
+202
New +$1.85K
JTNY
444
JPMorgan New York Tax Free Bond ETF
JTNY
$453M
$1.81K ﹤0.01%
+36
New +$1.81K
HUN icon
445
Huntsman Corp
HUN
$1.84B
$1.75K ﹤0.01%
+165
New +$2.27K
CRL icon
446
Charles River Laboratories
CRL
$13.4B
$1.59K ﹤0.01%
+7
New +$1.25K
RKT icon
447
Rocket Companies
RKT
$40.1B
$1.57K ﹤0.01%
+100
New +$1.44K
DOO
448
Bombardier Recreational Products
DOO
$4.79B
$1.53K ﹤0.01%
+25
New +$1.51K
RGR icon
449
Sturm, Ruger & Co
RGR
$598M
$1.51K ﹤0.01%
+40
New +$1.61K
PRTA icon
450
Prothena Corp
PRTA
$474M
$1.43K ﹤0.01%
+146
New +$1.44K
16 17
18
19 20

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LGM
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RPA
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CRIG
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JIM
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FC
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KCM
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Axiom Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Axiom Investment Management held 541 positions worth $150M, up 14% from $131M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Axiom Investment Management's Q2 2026 filing shows 155 new, 98 increased, 87 reduced and 13 closed positions. Its largest new stake was Honeywell Aerospace: 6,716 shares worth $1.48M. The largest sale was ProShares Short S&P500, an estimated $1.73M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 17% a quarter earlier, followed by Industrials and Financials.

  • Axiom Investment Management's largest Q2 2026 buy was Honeywell Aerospace: 6,716 shares worth $1.48M.
  • Axiom Investment Management added most to Pfizer in Q2 2026, an estimated $1.97M increase.
  • Axiom Investment Management's biggest Q2 2026 reduction was ProShares Short S&P500, cutting an estimated $1.73M.
  • Axiom Investment Management fully exited Lockheed Martin in Q2 2026, selling an estimated $1.56M.
  • Axiom Investment Management's ten largest holdings make up 35% of its $150M portfolio in Q2 2026.
  • Axiom Investment Management opened 155 new positions and closed 13 in Q2 2026.
  • Axiom Investment Management's portfolio value rose 14% quarter-over-quarter to $150M.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.