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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 | |
|---|---|---|---|---|---|---|
201
Diageo
DEO
$51.9B
| $54.3K | 0.04% |
+729
| New | +$63.6K |
|
202
Moderna
MRNA
$24.6B
| $54.2K | 0.04% |
+1,066
| New | +$49.7K |
|
203
ProQR Therapeutics
PRQR
$267M
| $53.5K | 0.04% |
+33,000
| New | +$54.1K |
|
204
Oracle
ORCL
$429B
| $52.8K | 0.04% |
+359
| New | +$58.4K |
|
205
Invesco BuyBack Achievers ETF
PKW
$1.77B
| $52.5K | 0.04% |
+400
| New | +$54.3K |
|
206
State Street SPDR S&P Metals & Mining ETF
XME
$4.53B
| $51.3K | 0.04% |
+475
| New | +$55.5K |
|
207
argenx
ARGX
$54.7B
| $50.4K | 0.04% |
+69
| New | +$54K |
|
|
ETV
208
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.78B
| $50.2K | 0.04% |
+3,671
| New | +$52.8K |
|
209
Trane Technologies
TT
$106B
| $50.1K | 0.04% |
+120
| New | +$50.9K |
|
210
Moody's
MCO
$82.5B
| $49.3K | 0.04% |
+113
| New | +$53.5K |
|
211
Nuveen Floating Rate Income Fund
JFR
$1.25B
| $47.8K | 0.04% |
+6,353
| New | +$48.7K |
|
212
Deere & Co
DE
$165B
| $46.2K | 0.04% |
+82
| New | +$46.3K |
|
213
MPLX
MPLX
$60.8B
| $45.7K | 0.03% |
+800
| New | +$45.4K |
|
214
Newmont
NEM
$126B
| $44.8K | 0.03% |
+414
| New | +$47.7K |
|
215
Booz Allen Hamilton
BAH
$9.31B
| $43.6K | 0.03% |
+559
| New | +$47.1K |
|
216
MetLife
MET
$61.6B
| $42.4K | 0.03% |
+600
| New | +$44.9K |
|
217
PayPal
PYPL
$49.9B
| $41.6K | 0.03% |
+920
| New | +$44.4K |
|
|
CTRA
218
DELISTED
Coterra Energy
CTRA
| $41.5K | 0.03% |
+1,180
| New | +$35.5K |
|
219
iShares Russell 2000 ETF
IWM
$81.9B
| $39.9K | 0.03% |
+161
| New | +$41.5K |
|
220
Warner Bros
WBD
$69.1B
| $39.3K | 0.03% |
+1,430
| New | +$40K |
|
221
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.75B
| $39K | 0.03% |
+4,521
| New | +$42.2K |
|
222
Black Stone Minerals
BSM
$3.05B
| $37K | 0.03% |
+2,447
| New | +$36.3K |
|
223
Ingersoll Rand
IR
$32.2B
| $36.6K | 0.03% |
+457
| New | +$40.4K |
|
|
AGD
224
abrdn Global Dynamic Dividend Fund
AGD
$325M
| $36.4K | 0.03% |
+3,373
| New | +$40.8K |
|
225
IBM
IBM
$220B
| $36.4K | 0.03% |
+150
| New | +$40.6K |
|
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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.