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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
ELF icon
476
e.l.f. Beauty
ELF
$5.61B
$518 ﹤0.01%
+7
New +$425
KTOS icon
477
Kratos Defense & Security Solutions
KTOS
$12B
$499 ﹤0.01%
+10
New +$605
TRLV
478
Trulieve Cannabis Corp
TRLV
$1.79B
$492 ﹤0.01%
+50
New +$482
EL icon
479
Estee Lauder
EL
$31.8B
$474 ﹤0.01%
+6
New +$485
AVEX
480
AEVEX Corp
AVEX
$1.25B
$418 ﹤0.01%
+20
New +$519
KOD icon
481
Kodiak Sciences
KOD
$2.64B
$390 ﹤0.01%
+10
New +$389
APLD icon
482
Applied Digital
APLD
$8.55B
$373 ﹤0.01%
+10
New +$386
BHC icon
483
Bausch Health
BHC
$2.33B
$365 ﹤0.01%
74
– –
PRGO icon
484
Perrigo
PRGO
$1.78B
$364 ﹤0.01%
+35
New +$385
CNX icon
485
CNX Resources
CNX
$5.35B
$339 ﹤0.01%
+10
New +$361
LMND icon
486
Lemonade
LMND
$4.09B
$325 ﹤0.01%
+5
New +$292
OPCH icon
487
Option Care Health
OPCH
$3.61B
$315 ﹤0.01%
+15
New +$349
NASA
488
Tema Space Innovators ETF
NASA
$1.18B
$304 ﹤0.01%
+10
New +$320
IPX
489
IperionX
IPX
$914M
$297 ﹤0.01%
+10
New +$341
VCYT icon
490
Veracyte
VCYT
$3.73B
$294 ﹤0.01%
+5
New +$210
CTVA icon
491
Corteva
CTVA
$50.9B
$254 ﹤0.01%
+3
New +$241
PSIL icon
492
AdvisorShares Psychedelics ETF
PSIL
$51.8M
$241 ﹤0.01%
+10
New +$200
QBTS icon
493
D-Wave Quantum Inc. Common Stock
QBTS
$7.53B
$240 ﹤0.01%
+10
New +$219
MICC
494
The Magnum Ice Cream Company N.V.
MICC
$11.9B
$226 ﹤0.01%
+13
New +$202
FCEL icon
495
FuelCell Energy
FCEL
$1.54B
$216 ﹤0.01%
+6
New +$97
NMAX
496
Newsmax Inc
NMAX
$1.13B
$207 ﹤0.01%
+25
New +$179
MJ icon
497
Amplify Alternative Harvest ETF
MJ
$109M
$206 ﹤0.01%
+8
New +$207
DGNX
498
Diginex Ltd
DGNX
$47.1M
$185 ﹤0.01%
+125
New +$258
Q
499
Qnity Electronics Inc
Q
$28.9B
$163 ﹤0.01%
+1
New +$147
ODD icon
500
ODDITY Tech
ODD
$576M
$151 ﹤0.01%
+10
New +$134
18 19
20
21 22

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LGM
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CRIG
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JIM
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FC
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KCM
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FFS
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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.