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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
SPOT icon
451
Spotify
SPOT
$103B
$1.38K ﹤0.01%
+3
New +$1.43K
SGMO
452
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$1.37K ﹤0.01%
25,375
– –
EWD icon
453
iShares MSCI Sweden ETF
EWD
$589M
$1.25K ﹤0.01%
25
– –
TLN
454
Talen Energy Corp
TLN
$17.1B
$1.15K ﹤0.01%
3
– –
STM icon
455
STMicroelectronics
STM
$48.9B
$1.12K ﹤0.01%
+15
New +$902
VST icon
456
Vistra
VST
$48.7B
$1.11K ﹤0.01%
7
– –
EWS icon
457
iShares MSCI Singapore ETF
EWS
$1.17B
$1.04K ﹤0.01%
35
– –
WMG icon
458
Warner Music
WMG
$13.3B
$1.03K ﹤0.01%
38
– –
RKLB icon
459
Rocket Lab Corp
RKLB
$50.4B
$1.02K ﹤0.01%
+10
New +$996
GPN icon
460
Global Payments
GPN
$22.8B
$1.02K ﹤0.01%
+14
New +$964
PSKY
461
Paramount Skydance Corp
PSKY
$10.4B
$986 ﹤0.01%
100
– –
DSU icon
462
BlackRock Debt Strategies Fund
DSU
$600M
$941 ﹤0.01%
+97
New +$950
LEN icon
463
Lennar Class A
LEN
$21.1B
$905 ﹤0.01%
+10
New +$894
BTC
464
Grayscale Bitcoin Mini Trust ETF
BTC
$3.35B
$882 ﹤0.01%
34
– –
FMC icon
465
FMC
FMC
$1.31B
$805 ﹤0.01%
+70
New +$977
NWL icon
466
Newell Brands
NWL
$2.62B
$792 ﹤0.01%
129
– –
XLB icon
467
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$786 ﹤0.01%
15
-200
-93% -$10.3K
VERU icon
468
Veru
VERU
$44.3M
$783 ﹤0.01%
+250
New +$637
INSW icon
469
International Seaways
INSW
$4.41B
$766 ﹤0.01%
+10
New +$811
VSNT
470
Versant Media Group
VSNT
$5.1B
$720 ﹤0.01%
20
– –
DHY
471
Credit Suisse High Yield Credit Fund
DHY
$243M
$712 ﹤0.01%
+400
New +$713
D icon
472
Dominion Energy
D
$59.6B
$683 ﹤0.01%
+10
New +$650
FRVO
473
Fervo Energy
FRVO
$7.12B
$585 ﹤0.01%
+20
New +$722
CRIS icon
474
Curis
CRIS
$4.72M
$574 ﹤0.01%
+55
New +$564
DLR icon
475
Digital Realty Trust
DLR
$70.7B
$539 ﹤0.01%
+3
New +$575
17 18
19
20 21

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RPA
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CRIG
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JIM
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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.