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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 | |
|---|---|---|---|---|---|---|
151
Chubb
CB
$140B
| $91.4K | 0.07% |
+280
| New | +$89.8K |
|
152
Ametek
AME
$55.5B
| $90.9K | 0.07% |
+424
| New | +$94.2K |
|
153
Prologis
PLD
$138B
| $89.6K | 0.07% |
+678
| New | +$90.6K |
|
154
Lazard
LAZ
$4.37B
| $89.2K | 0.07% |
+2,100
| New | +$103K |
|
155
Mondelez International
MDLZ
$77.7B
| $88.7K | 0.07% |
+1,538
| New | +$89.1K |
|
156
State Street
STT
$50.9B
| $88.6K | 0.07% |
+700
| New | +$89.5K |
|
157
Texas Instruments
TXN
$255B
| $87.4K | 0.07% |
+450
| New | +$91.1K |
|
158
iShares MSCI Emerging Markets ETF
EEM
$28B
| $85.2K | 0.06% |
+1,500
| New | +$88.2K |
|
159
Bristol-Myers Squibb
BMY
$127B
| $84.1K | 0.06% |
+1,387
| New | +$80.9K |
|
160
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| $82.7K | 0.06% |
+1,001
| New | +$82.9K |
|
161
Mizuho Financial
MFG
$129B
| $82.1K | 0.06% |
+10,344
| New | +$87.6K |
|
162
iShares Bitcoin Trust
IBIT
$47.2B
| $82K | 0.06% |
+2,135
| New | +$92.4K |
|
163
Costco
COST
$415B
| $79.7K | 0.06% |
+80
| New | +$78K |
|
164
GSK
GSK
$103B
| $79.5K | 0.06% |
+1,440
| New | +$78K |
|
165
Starbucks
SBUX
$118B
| $78K | 0.06% |
+871
| New | +$82.4K |
|
|
ATHR
166
Aether Holdings
ATHR
$50.5M
| $77.9K | 0.06% |
+33,135
| New | +$147K |
|
167
iShares Core S&P 500 ETF
IVV
$876B
| $77.7K | 0.06% |
+119
| New | +$81.3K |
|
168
Viatris
VTRS
$20.1B
| $77.6K | 0.06% |
+5,745
| New | +$80.4K |
|
169
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.44B
| $77.5K | 0.06% |
+2,909
| New | +$80.7K |
|
170
S&P Global
SPGI
$126B
| $77K | 0.06% |
+181
| New | +$84K |
|
171
RB Global
RBA
$20.8B
| $76.4K | 0.06% |
+797
| New | +$84.5K |
|
172
GE HealthCare
GEHC
$27.6B
| $76.3K | 0.06% |
+1,071
| New | +$84.5K |
|
173
T. Rowe Price
TROW
$25B
| $75.7K | 0.06% |
+840
| New | +$81.4K |
|
174
Medtronic
MDT
$107B
| $73.4K | 0.06% |
+847
| New | +$81.1K |
|
175
Global X Uranium ETF
URA
$5.52B
| $72.6K | 0.06% |
+1,500
| New | +$78.1K |
|
Similar funds
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AFP
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SWP
VF
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.