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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 | |
|---|---|---|---|---|---|---|
51
KKR & Co
KKR
$89.2B
| $555K | 0.42% |
+6,000
| New | +$632K |
|
52
Elevance Health
ELV
$81.9B
| $542K | 0.41% |
+1,853
| New | +$609K |
|
53
Liberty Media Series C
FWONK
$24.3B
| $510K | 0.39% |
+6,000
| New | +$524K |
|
54
TSMC
TSM
$2.09T
| $509K | 0.39% |
+1,506
| New | +$518K |
|
55
Novartis
NVS
$295B
| $508K | 0.39% |
+3,326
| New | +$510K |
|
56
Coupang
CPNG
$27.8B
| $502K | 0.38% |
+26,597
| New | +$521K |
|
57
Philip Morris
PM
$301B
| $496K | 0.38% |
+2,999
| New | +$521K |
|
58
Coca-Cola
KO
$354B
| $472K | 0.36% |
+6,204
| New | +$469K |
|
59
Home Depot
HD
$332B
| $466K | 0.35% |
+1,417
| New | +$516K |
|
60
Wheaton Precious Metals
WPM
$50.6B
| $445K | 0.34% |
+3,400
| New | +$473K |
|
61
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
| $439K | 0.33% |
+7,019
| New | +$441K |
|
62
Blackstone Secured Lending
BXSL
$5.41B
| $438K | 0.33% |
+18,500
| New | +$461K |
|
63
Intercontinental Exchange
ICE
$82.4B
| $431K | 0.33% |
+2,742
| New | +$447K |
|
64
Global X Copper Miners ETF NEW
COPX
$7.13B
| $412K | 0.31% |
+5,400
| New | +$447K |
|
65
Agnico Eagle Mines
AEM
$72.6B
| $382K | 0.29% |
+1,883
| New | +$392K |
|
66
Freeport-McMoran
FCX
$90B
| $381K | 0.29% |
+6,478
| New | +$391K |
|
67
AT&T
T
$165B
| $378K | 0.29% |
+13,026
| New | +$348K |
|
68
Abbott
ABT
$180B
| $368K | 0.28% |
+3,586
| New | +$405K |
|
69
ProShares Short QQQ
PSQ
$694M
| $354K | 0.27% |
+11,000
| New | +$338K |
|
70
Thermo Fisher Scientific
TMO
$211B
| $340K | 0.26% |
+691
| New | +$375K |
|
71
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
| $330K | 0.25% |
+713
| New | +$345K |
|
72
ExxonMobil
XOM
$651B
| $326K | 0.25% |
+1,920
| New | +$280K |
|
73
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $318K | 0.24% |
+2,393
| New | +$337K |
|
74
Waste Management
WM
$95.9B
| $310K | 0.24% |
+1,350
| New | +$310K |
|
|
SA
75
Seabridge Gold
SA
$2.8B
| $309K | 0.24% |
+10,900
| New | +$348K |
|
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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.