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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 | |
|---|---|---|---|---|---|---|
126
ASML
ASML
$675B
| $151K | 0.11% |
+114
| New | +$156K |
|
127
Lowe's Companies
LOW
$116B
| $149K | 0.11% |
+631
| New | +$165K |
|
128
UnitedHealth
UNH
$382B
| $144K | 0.11% |
+532
| New | +$158K |
|
129
IQVIA
IQV
$34.7B
| $138K | 0.11% |
+812
| New | +$158K |
|
130
Linde
LIN
$237B
| $138K | 0.11% |
+279
| New | +$132K |
|
131
iShares TIPS Bond ETF
TIP
$14.5B
| $137K | 0.1% |
+1,245
| New | +$138K |
|
132
Fortune Brands Innovations
FBIN
$6.12B
| $136K | 0.1% |
+3,500
| New | +$182K |
|
|
EOS
133
Eaton Vance Enhance Equity Income Fund II
EOS
$1.14B
| $124K | 0.09% |
+6,074
| New | +$133K |
|
|
FFA
134
First Trust Enhanced Equity Income Fund
FFA
$447M
| $118K | 0.09% |
+5,795
| New | +$125K |
|
135
Snap-on
SNA
$20.9B
| $118K | 0.09% |
+325
| New | +$120K |
|
|
EOI
136
Eaton Vance Enhanced Equity Income Fund
EOI
$808M
| $114K | 0.09% |
+6,054
| New | +$122K |
|
137
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $113K | 0.09% |
+1,850
| New | +$99.2K |
|
138
PepsiCo
PEP
$186B
| $112K | 0.09% |
+720
| New | +$112K |
|
139
CSX Corp
CSX
$98.6B
| $111K | 0.08% |
+2,700
| New | +$106K |
|
140
Equifax
EFX
$20.3B
| $110K | 0.08% |
+613
| New | +$122K |
|
141
Nordic American Tanker
NAT
$1.37B
| $110K | 0.08% |
+18,800
| New | +$88.9K |
|
|
BNY
142
Bank of New York Mellon
BNY
$108B
| $107K | 0.08% |
+900
| New | +$107K |
|
143
United Rentals
URI
$71.1B
| $101K | 0.08% |
+139
| New | +$117K |
|
144
RELX
RELX
$60.1B
| $99.5K | 0.08% |
+3,003
| New | +$106K |
|
145
Zoetis
ZTS
$31.6B
| $98.7K | 0.08% |
+835
| New | +$103K |
|
146
Vanguard S&P 500 ETF
VOO
$968B
| $98.4K | 0.07% |
+165
| New | +$103K |
|
147
Essential Utilities
WTRG
$11.2B
| $98.1K | 0.07% |
+2,436
| New | +$95.9K |
|
148
AstraZeneca
AZN
$263B
| $97.8K | 0.07% |
+496
| New | +$95.6K |
|
149
Cencora
COR
$60.3B
| $97.7K | 0.07% |
+311
| New | +$109K |
|
150
BHP
BHP
$213B
| $95.8K | 0.07% |
+1,317
| New | +$93.1K |
|
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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.