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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 | |
|---|---|---|---|---|---|---|
101
British American Tobacco
BTI
$122B
| $225K | 0.17% |
+3,841
| New | +$227K |
|
102
American Homes 4 Rent
AMH
$12.2B
| $223K | 0.17% |
+8,000
| New | +$242K |
|
103
Coinbase
COIN
$39.2B
| $218K | 0.17% |
+1,250
| New | +$246K |
|
104
Protagonist Therapeutics
PTGX
$9.6B
| $211K | 0.16% |
+2,000
| New | +$177K |
|
105
Applied Materials
AMAT
$417B
| $210K | 0.16% |
+614
| New | +$207K |
|
106
Vicor
VICR
$9.72B
| $209K | 0.16% |
+1,300
| New | +$215K |
|
107
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
| $199K | 0.15% |
+8,094
| New | +$207K |
|
108
Aon
AON
$75.6B
| $195K | 0.15% |
+603
| New | +$200K |
|
109
Duke Energy
DUK
$96.1B
| $193K | 0.15% |
+1,472
| New | +$184K |
|
110
Salesforce
CRM
$162B
| $192K | 0.15% |
+1,031
| New | +$214K |
|
111
Chevron
CVX
$386B
| $188K | 0.14% |
+908
| New | +$166K |
|
112
Marvell Technology
MRVL
$191B
| $185K | 0.14% |
+1,866
| New | +$157K |
|
113
Pan American Silver
PAAS
$21.8B
| $183K | 0.14% |
+3,352
| New | +$193K |
|
114
Boston Scientific
BSX
$74.2B
| $180K | 0.14% |
+2,864
| New | +$229K |
|
115
Intel
INTC
$493B
| $178K | 0.14% |
+4,028
| New | +$185K |
|
116
Jacobs Solutions
J
$17.3B
| $173K | 0.13% |
+1,359
| New | +$185K |
|
117
KLA
KLAC
$262B
| $171K | 0.13% |
+1,160
| New | +$170K |
|
118
Rio Tinto
RIO
$164B
| $168K | 0.13% |
+1,800
| New | +$164K |
|
119
EQT Corp
EQT
$34B
| $163K | 0.12% |
+2,565
| New | +$150K |
|
120
Palo Alto Networks
PANW
$313B
| $162K | 0.12% |
+1,010
| New | +$170K |
|
121
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$343M
| $162K | 0.12% |
+10,069
| New | +$177K |
|
122
Eaton
ETN
$178B
| $161K | 0.12% |
+450
| New | +$160K |
|
123
Ford
F
$55.7B
| $157K | 0.12% |
+13,607
| New | +$179K |
|
124
McDonald's
MCD
$194B
| $155K | 0.12% |
+500
| New | +$159K |
|
125
Motorola Solutions
MSI
$77.3B
| $154K | 0.12% |
+355
| New | +$154K |
|
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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.