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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
% of AUM
102.83%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
386
New
386
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Union Pacific
UNP
|
+$9.24M |
| 2 |
Apple
AAPL
|
+$7.61M |
| 3 |
ProShares Short S&P500
SH
|
+$6.86M |
| 4 |
M&T Bank
MTB
|
+$4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Eli Lilly
LLY
$1.07T
| $1.3M | 0.99% |
+1,411
| New | +$1.43M |
|
27
Cisco
CSCO
$450B
| $1.29M | 0.98% |
+16,566
| New | +$1.3M |
|
28
Citigroup
C
$222B
| $1.28M | 0.97% |
+11,267
| New | +$1.28M |
|
29
General Dynamics
GD
$105B
| $1.26M | 0.96% |
+3,680
| New | +$1.31M |
|
30
Alphabet (Google) Class A
GOOGL
$3.91T
| $1.25M | 0.95% |
+4,358
| New | +$1.37M |
|
31
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.25M | 0.95% |
+2,613
| New | +$1.28M |
|
32
Bank of America
BAC
$435B
| $1.25M | 0.95% |
+25,541
| New | +$1.32M |
|
33
Northrop Grumman
NOC
$77B
| $1.23M | 0.94% |
+1,804
| New | +$1.25M |
|
34
Amazon
AMZN
$2.5T
| $1.21M | 0.92% |
+5,814
| New | +$1.28M |
|
35
GE Aerospace
GE
$367B
| $1.04M | 0.79% |
+3,673
| New | +$1.15M |
|
36
AbbVie
ABBV
$458B
| $1.02M | 0.78% |
+4,695
| New | +$1.04M |
|
37
Teva Pharmaceuticals
TEVA
$35.9B
| $965K | 0.73% |
+32,032
| New | +$1.03M |
|
38
Johnson & Johnson
JNJ
$635B
| $937K | 0.71% |
+3,832
| New | +$893K |
|
39
VanEck Gold Miners ETF
GDX
$23B
| $934K | 0.71% |
+10,184
| New | +$1M |
|
40
Blackstone
BX
$104B
| $897K | 0.68% |
+7,803
| New | +$1.02M |
|
41
GE Vernova
GEV
$270B
| $869K | 0.66% |
+995
| New | +$776K |
|
42
Merck
MRK
$324B
| $868K | 0.66% |
+7,217
| New | +$833K |
|
43
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
| $854K | 0.65% |
+17,295
| New | +$901K |
|
44
Mettler-Toledo International
MTD
$26.8B
| $853K | 0.65% |
+676
| New | +$912K |
|
45
Walmart Inc
WMT
$871B
| $825K | 0.63% |
+6,639
| New | +$815K |
|
46
Wells Fargo
WFC
$261B
| $687K | 0.52% |
+8,626
| New | +$741K |
|
47
Gilead Sciences
GILD
$161B
| $677K | 0.52% |
+4,858
| New | +$680K |
|
48
Broadcom
AVGO
$1.82T
| $642K | 0.49% |
+2,073
| New | +$682K |
|
49
Procter & Gamble
PG
$343B
| $623K | 0.47% |
+4,314
| New | +$654K |
|
50
Oneok
OKE
$58.7B
| $585K | 0.44% |
+6,468
| New | +$533K |
|
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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.