We are live on ! Find out more
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
SIRI icon
501
SiriusXM
SIRI
$9.61B
$148 ﹤0.01%
5
– –
ONCY
502
Oncolytics Biotech
ONCY
$97.9M
$142 ﹤0.01%
150
– –
SLI
503
Standard Lithium
SLI
$603M
$138 ﹤0.01%
+50
New +$182
DD icon
504
DuPont de Nemours
DD
$19.5B
$136 ﹤0.01%
+1
New +$142
VATE icon
505
INNOVATE Corp
VATE
$102M
$131 ﹤0.01%
+7
New +$95
OLMA icon
506
Olema Pharmaceuticals
OLMA
$911M
$125 ﹤0.01%
+10
New +$134
TCRT icon
507
Alaunos Therapeutics
TCRT
$4.81M
$104 ﹤0.01%
+46
New +$118
CRON
508
Cronos Group
CRON
$1.13B
$92 ﹤0.01%
+33
New +$89
OPEN icon
509
Opendoor
OPEN
$3.48B
$92 ﹤0.01%
20
– –
DOW icon
510
Dow Inc
DOW
$22.6B
$82 ﹤0.01%
3
– –
HIMX
511
Himax Technologies
HIMX
$2.61B
$77 ﹤0.01%
+5
New +$78
SNAP icon
512
Snap
SNAP
$9.32B
$75 ﹤0.01%
+17
New +$93
RXRX icon
513
Recursion Pharmaceuticals
RXRX
$1.8B
$73 ﹤0.01%
+20
New +$67
SANA icon
514
Sana Biotechnology
SANA
$1.05B
$70 ﹤0.01%
+20
New +$64
SOUN icon
515
SoundHound AI
SOUN
$3.23B
$65 ﹤0.01%
+10
New +$77
CBSH icon
516
Commerce Bancshares
CBSH
$8.47B
$58 ﹤0.01%
+1
New +$52
FBIO icon
517
Fortress Biotech
FBIO
$86.7M
$52 ﹤0.01%
+17
New +$44
TLRY icon
518
Tilray
TLRY
$651M
$49 ﹤0.01%
+11
New +$63
FMS icon
519
Fresenius Medical Care
FMS
$12.7B
$45 ﹤0.01%
+2
New +$45
ACB
520
Aurora Cannabis
ACB
$216M
$34 ﹤0.01%
+12
New +$40
OGI
521
Organigram Holdings
OGI
$173M
$32 ﹤0.01%
+31
New +$38
NEON icon
522
Neonode
NEON
$16.4M
$9 ﹤0.01%
+10
New +$15
ATNM icon
523
Actinium Pharmaceuticals
ATNM
$24.9M
$5 ﹤0.01%
+5
New +$6
YCBD icon
524
cbdMD
YCBD
$6.14M
$5 ﹤0.01%
+7
New +$5
TWAV
525
TaoWeave Inc
TWAV
$4.7M
$2 ﹤0.01%
2
– –
18 19 20
21
22

Similar funds

AIA
Accelerate Investment Advisors Aliso Viejo, California $150M AUM 17.82% 1-Year Est. Return
PCMNC
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $150M AUM
LGM
L1 Global Manager Melbourne $149M AUM
CRIG
Charter Research & Investment Group Southport, Connecticut $150M AUM 28.05% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
FC
FACT Capital New York $150M AUM 53.4% 1-Year Est. Return
KCM
KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return
FFS
Flavin Financial Services Melbourne, Florida $149M AUM 14.79% 1-Year Est. Return

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.