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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 | |
|---|---|---|---|---|---|---|
176
Coca-Cola Europacific Partners
CCEP
$46.5B
| $72K | 0.05% |
+794
| New | +$76.3K |
|
177
Accenture
ACN
$89.9B
| $71.8K | 0.05% |
+362
| New | +$84.3K |
|
178
Northwest Natural Holdings
NWN
$2.17B
| $70.7K | 0.05% |
+1,329
| New | +$65.8K |
|
179
Nike
NKE
$61.9B
| $70.4K | 0.05% |
+1,333
| New | +$80.8K |
|
180
Omega Healthcare
OHI
$15.4B
| $69.9K | 0.05% |
+1,595
| New | +$72.8K |
|
181
American Electric Power
AEP
$73.7B
| $68.4K | 0.05% |
+522
| New | +$65.3K |
|
182
Invesco Water Resources ETF
PHO
$1.97B
| $66.9K | 0.05% |
+1,000
| New | +$71.2K |
|
183
CBRE Group
CBRE
$40.8B
| $64.9K | 0.05% |
+479
| New | +$72.8K |
|
184
Qualcomm
QCOM
$176B
| $64.7K | 0.05% |
+503
| New | +$73.4K |
|
185
BlackRock Enhanced Captial and Income Fund
CII
$1B
| $63K | 0.05% |
+2,998
| New | +$67.5K |
|
186
Fortinet
FTNT
$112B
| $62.9K | 0.05% |
+770
| New | +$62.2K |
|
187
Comstock Resources
CRK
$3.97B
| $62.8K | 0.05% |
+2,979
| New | +$63.4K |
|
188
Old Dominion Freight Line
ODFL
$48.5B
| $62.8K | 0.05% |
+321
| New | +$59.9K |
|
189
Constellation Energy
CEG
$98B
| $62.6K | 0.05% |
+224
| New | +$68.1K |
|
|
MRSH
190
Marsh
MRSH
$86.3B
| $62.3K | 0.05% |
+359
| New | +$64.5K |
|
|
SW
191
Smurfit Westrock
SW
$25.5B
| $61.9K | 0.05% |
+1,554
| New | +$67K |
|
192
US Bancorp
USB
$99.6B
| $61.9K | 0.05% |
+1,190
| New | +$65.4K |
|
193
Regions Financial
RF
$26.3B
| $60.1K | 0.05% |
+2,300
| New | +$64.2K |
|
194
Boeing
BA
$165B
| $59.3K | 0.05% |
+298
| New | +$67.9K |
|
195
PTC
PTC
$13.7B
| $58.8K | 0.04% |
+413
| New | +$65.3K |
|
196
Xenon Pharmaceuticals
XENE
$6.32B
| $58.1K | 0.04% |
+1,000
| New | +$46.1K |
|
197
Shell
SHEL
$245B
| $57.2K | 0.04% |
+615
| New | +$49.7K |
|
|
EXE
198
Expand Energy Corp
EXE
$21.9B
| $57K | 0.04% |
+519
| New | +$55.4K |
|
199
Consolidated Edison
ED
$41.6B
| $56.6K | 0.04% |
+500
| New | +$54.1K |
|
200
PNC Financial Services
PNC
$100B
| $55.4K | 0.04% |
+266
| New | +$57.9K |
|
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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.