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AIM
Axiom Investment Management Portfolio holdings
AUM
$150M
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 | |
|---|---|---|---|---|---|---|
|
SOLS
76
Solstice Advanced Materials
SOLS
$9.71B
| $304K | 0.23% |
+3,998
| New | +$274K |
|
77
Pfizer
PFE
$152B
| $304K | 0.23% |
+10,822
| New | +$288K |
|
|
SCHW
78
Charles Schwab
SCHW
$186B
| $303K | 0.23% |
+3,228
| New | +$317K |
|
79
Analog Devices
ADI
$188B
| $303K | 0.23% |
+952
| New | +$303K |
|
80
Unilever
UL
$134B
| $297K | 0.23% |
+5,221
| New | +$350K |
|
81
Verizon
VZ
$196B
| $294K | 0.22% |
+5,849
| New | +$271K |
|
82
JD.com
JD
$43.1B
| $291K | 0.22% |
+9,856
| New | +$279K |
|
83
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
| $291K | 0.22% |
+2,669
| New | +$312K |
|
84
Century Communities
CCS
$2.01B
| $287K | 0.22% |
+5,000
| New | +$322K |
|
85
Mastercard
MA
$492B
| $284K | 0.22% |
+568
| New | +$299K |
|
86
Vertex Pharmaceuticals
VRTX
$134B
| $283K | 0.22% |
+633
| New | +$295K |
|
87
Visa
V
$677B
| $270K | 0.21% |
+894
| New | +$287K |
|
88
Williams Companies
WMB
$88.4B
| $262K | 0.2% |
+3,597
| New | +$249K |
|
89
Advanced Micro Devices
AMD
$774B
| $252K | 0.19% |
+1,238
| New | +$264K |
|
|
NNE
90
Nano Nuclear Energy
NNE
$1.04B
| $246K | 0.19% |
+12,010
| New | +$328K |
|
91
Danaher
DHR
$146B
| $241K | 0.18% |
+1,273
| New | +$271K |
|
92
Altria Group
MO
$109B
| $237K | 0.18% |
+3,584
| New | +$231K |
|
93
American Express
AXP
$230B
| $234K | 0.18% |
+775
| New | +$260K |
|
94
First Trust Value Line Dividend Fund
FVD
$8.36B
| $232K | 0.18% |
+4,923
| New | +$236K |
|
95
ConocoPhillips
COP
$151B
| $231K | 0.18% |
+1,747
| New | +$193K |
|
96
Morgan Stanley
MS
$338B
| $230K | 0.18% |
+1,400
| New | +$242K |
|
97
United States Natural Gas Fund
UNG
$494M
| $229K | 0.17% |
+19,500
| New | +$241K |
|
98
Alphabet (Google) Class C
GOOG
$4.19T
| $228K | 0.17% |
+796
| New | +$250K |
|
|
HOLX
99
DELISTED
Hologic
HOLX
| $227K | 0.17% |
+3,000
| New | +$226K |
|
100
Amphenol
APH
$206B
| $225K | 0.17% |
+1,780
| New | +$251K |
|
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Axiom Investment Management's Q1 2026 Portfolio in Review
As of Q1 2026, Axiom Investment Management held 386 positions worth $131M. Its ten largest holdings account for 36% of the portfolio.
Axiom Investment Management deployed $135M of net new capital in Q1 2026, opening 386 new positions. Its largest new stake was 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 opened 386 new positions and closed 0 in Q1 2026.
Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.