Axiom Investment Management
NEW YORK, NYfiles as Axiom Investment Management LLC
$150m in 528 US stocks at the end of 30 June 2026. The top 10 are 34.9% of the money. It changed about 19.1% of the portfolio this quarter.
Value
$150m
Stocks
528
Top 10 share
34.9%
Turnover
19.1%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON1.0% of the fund
- Honeywell AerospaceHONA1.0% of the fund
- NokiaNOK0.4% of the fund
- Seabridge GoldSA0.2% of the fund
- AutozoneAZO0.1% of the fund
- Blackstone Mortgage TrustBXMT0.1% of the fund
- YPF Sociedad AnonimaYPF<0.1% of the fund
- CRISPR Therapeutics AGCRSP<0.1% of the fund
- Ishares TRIBB<0.1% of the fund
- Performance Food GroupPFGC<0.1% of the fund
- Goldman Sachs BDCGSBD<0.1% of the fund
- StrykerSYK<0.1% of the fund
- Antero MidstreamAM<0.1% of the fund
- Johnson Controls InternationalJCI<0.1% of the fund
- Healthpeak PropertiesDOC<0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- Ishares TRIWF<0.1% of the fund
- Devon EnergyDVN<0.1% of the fund
- Automatic Data ProcessingADP<0.1% of the fund
- Valero EnergyVLO<0.1% of the fund
- Millrose PropertiesMRP<0.1% of the fund
- Viking HoldingsVIK<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Ishares TRREET<0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
Added
Bought more of a stock they already held.
- Select Sector Spdr TRXLU2.7% of the fund+8%
- Select Sector Spdr TRXLF1.8% of the fund+184%
- Invesco QQQ TRQQQ1.4% of the fund+3%
- PfizerPFE1.4% of the fund+695%
- Select Sector Spdr TRXLV1.3% of the fund+7215%
- Select Sector Spdr TRXLP1.1% of the fund+13114%
- Bank of AmericaBAC1.0% of the fund+4%
- Bristol-Myers SquibbBMY0.9% of the fund+1579%
- AbbVieABBV0.8% of the fund+2%
- Consolidated EdisonED0.8% of the fund+2044%
- Johnson & JohnsonJNJ0.7% of the fund+4%
- AT&TT0.6% of the fund+218%
- Gilead SciencesGILD0.5% of the fund+31%
- Advanced Micro DevicesAMD0.5% of the fund+3%
- Proshares TRPSQ0.5% of the fund+157%
- IntelINTC0.4% of the fund+7%
- ViatrisVTRS0.4% of the fund+539%
- CoupangCPNG0.4% of the fund+14%
- Home DepotHD0.3% of the fund+3%
- Freeport-McMoRanFCX0.3% of the fund+7%
- State STR Spdr DOW Jones INDDIA0.3% of the fund+4%
- Thermo Fisher ScientificTMO0.2% of the fund+3%
- VisaV0.2% of the fund+14%
- Intercontinental ExchangeICE0.2% of the fund+2%
- UnileverUL0.2% of the fund+8%
Cut
Sold some of their stake.
- AppleAAPL5.5% of the fund-4%
- Micron TechnologyMU4.3% of the fund-21%
- Proshares TRSH3.0% of the fund-27%
- M&T BankMTB2.3% of the fund-20%
- Cisco SystemsCSCO1.2% of the fund-5%
- CitigroupC1.0% of the fund-2%
- JPMorgan ChaseJPM0.9% of the fund-24%
- Amazon.comAMZN0.9% of the fund-2%
- MercadoLibreMELI0.9% of the fund-40%
- Energy Transfer L PET0.9% of the fund-26%
- Teva Pharmaceutical IndustriesTEVA0.7% of the fund-6%
- MerckMRK0.6% of the fund-11%
- Taiwan Semiconductor ManufacturingTSM0.5% of the fund-6%
- BroadcomAVGO0.4% of the fund-19%
- Procter & GamblePG0.4% of the fund-2%
- Mettler Toledo InternationalMTD0.4% of the fund-33%
- Select Sector Spdr TRXLK0.3% of the fund-8%
- Analog DevicesADI0.2% of the fund-4%
- KLAKLAC0.2% of the fund-4%
- Solstice Advanced MaterialsSOLS0.2% of the fund-8%
- Palo Alto NetworksPANW0.2% of the fund-9%
- Marvell TechnologyMRVL0.2% of the fund-46%
- Philip Morris InternationalPM0.2% of the fund-46%
- Vertex PharmaceuticalsVRTX0.2% of the fund-20%
- ExxonMobil HoldingsXOM0.2% of the fund-7%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Lockheed MartinLMT-100%
- Huntington Ingalls IndustriesHII-100%
- Seabridge GoldSA-100%
- Hologic-100%
- PepsiCoPEP-100%
- Mondelez InternationalMDLZ-100%
- Coterra EnergyCTRA-100%
- GAPGAP-100%
- Prospect CapitalPSEC-100%
- Uber TechnologiesUBER-100%
- MFS Inter High Income FD-100%
- NucorNUE-100%
- Assertio Holdings-100%
- Oncolytics Biotech-100%
- Neuberger High Yield ST FD INHS-R-100%
Holdings
- Proshares TRSH
- Share
- 3.0%
- Value
- $5m
- Shares
- 137,921
-27%
- Select Sector Spdr TRXLU
- Share
- 2.7%
- Value
- $4m
- Shares
- 89,900
+8%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.3%
- Value
- $3m
- Shares
- 4,567
Held
- Select Sector Spdr TRXLF
- Share
- 1.8%
- Value
- $3m
- Shares
- 49,078
+184%
- Barrick MiningB
- Share
- 1.7%
- Value
- $3m
- Shares
- 68,267
Held
- Invesco QQQ TRQQQ
- Share
- 1.4%
- Value
- $2m
- Shares
- 2,830
+3%
- Spdr Gold TRGLD
- Share
- 1.4%
- Value
- $2m
- Shares
- 5,629
Held
- Select Sector Spdr TRXLV
- Share
- 1.3%
- Value
- $2m
- Shares
- 12,435
+7215%
- Select Sector Spdr TRXLP
- Share
- 1.1%
- Value
- $2m
- Shares
- 19,689
+13114%
- Honeywell AerospaceHONA
- Share
- 1.0%
- Value
- $1m
- Shares
- 6,716
New
- Energy Transfer L PET
- Share
- 0.9%
- Value
- $1m
- Shares
- 67,412
-26%
- Vaneck ETF TrustGDX
- Share
- 0.5%
- Value
- $768,306
- Shares
- 10,184
Held
- Proshares TRPSQ
- Share
- 0.5%
- Value
- $707,594
- Shares
- 28,236
+157%
- NokiaNOK
- Share
- 0.4%
- Value
- $672,118
- Shares
- 50,611
New
- Pacer FDS TRCOWZ
- Share
- 0.3%
- Value
- $436,581
- Shares
- 7,019
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $417,783
- Shares
- 2,193
-8%
- Global X FDSCOPX
- Share
- 0.3%
- Value
- $415,638
- Shares
- 5,400
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 0.3%
- Value
- $387,708
- Shares
- 743
+4%
- Wheaton Precious MetalsWPM
- Share
- 0.3%
- Value
- $381,888
- Shares
- 3,400
Held
- UnileverUL
- Share
- 0.2%
- Value
- $337,514
- Shares
- 5,614
+8%
- Agnico Eagle MinesAEM
- Share
- 0.2%
- Value
- $323,139
- Shares
- 2,083
+11%
- Select Sector Spdr TRXLY
- Share
- 0.2%
- Value
- $313,051
- Shares
- 2,669
Held
- Seabridge GoldSA
- Share
- 0.2%
- Value
- $280,566
- Shares
- 10,900
New
- Eaton Vance TAX Advt DIVXEVTX
- Share
- 0.2%
- Value
- $275,654
- Shares
- 9,960
+23%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Union PacificUNP | 6.9% | $10m | 37,779 | Held |
| AppleAAPL | 5.5% | $8m | 28,190 | -4% |
| Micron TechnologyMU | 4.3% | $6m | 5,595 | -21% |
| Quanta ServicesPWR | 3.5% | $5m | 7,221 | Held |
| Proshares TRSH | 3.0% | $5m | 137,921 | -27% |
| Select Sector Spdr TRXLU | 2.7% | $4m | 89,900 | +8% |
| M&T BankMTB | 2.3% | $4m | 14,762 | -20% |
| CorningGLW | 2.3% | $3m | 13,572 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.3% | $3m | 4,567 | Held |
| MicrosoftMSFT | 2.1% | $3m | 8,406 | Held |
| NvidiaNVDA | 1.9% | $3m | 14,293 | Held |
| Select Sector Spdr TRXLF | 1.8% | $3m | 49,078 | +184% |
| Barrick MiningB | 1.7% | $3m | 68,267 | Held |
| MYR GroupMYRG | 1.7% | $3m | 5,000 | Held |
| Omnicom GroupOMC | 1.5% | $2m | 31,547 | Held |
| Invesco QQQ TRQQQ | 1.4% | $2m | 2,830 | +3% |
| Spdr Gold TRGLD | 1.4% | $2m | 5,629 | Held |
| PfizerPFE | 1.4% | $2m | 86,053 | +695% |
| Select Sector Spdr TRXLV | 1.3% | $2m | 12,435 | +7215% |
| Cisco SystemsCSCO | 1.2% | $2m | 15,749 | -5% |
| Eli LillyLLY | 1.1% | $2m | 1,400 | Held |
| Select Sector Spdr TRXLP | 1.1% | $2m | 19,689 | +13114% |
| Enterprise Products Partners L.P.EPD | 1.1% | $2m | 43,774 | Held |
| AlphabetGOOGL | 1.0% | $2m | 4,348 | Held |
| CitigroupC | 1.0% | $2m | 11,013 | -2% |
| Bank of AmericaBAC | 1.0% | $2m | 26,578 | +4% |
| Honeywell InternationalHON | 1.0% | $2m | 6,716 | New |
| Honeywell AerospaceHONA | 1.0% | $1m | 6,716 | New |
| Waste ConnectionsWCN | 0.9% | $1m | 8,400 | Held |
| JPMorgan ChaseJPM | 0.9% | $1m | 4,248 | -24% |
| General ElectricGE | 0.9% | $1m | 3,668 | Held |
| Amazon.comAMZN | 0.9% | $1m | 5,695 | -2% |
| Bristol-Myers SquibbBMY | 0.9% | $1m | 23,292 | +1579% |
| MercadoLibreMELI | 0.9% | $1m | 772 | -40% |
| Berkshire HathawayBRK-B | 0.9% | $1m | 2,597 | Held |
| Energy Transfer L PET | 0.9% | $1m | 67,412 | -26% |
| AbbVieABBV | 0.8% | $1m | 4,806 | +2% |
| Consolidated EdisonED | 0.8% | $1m | 10,720 | +2044% |
| GE VernovaGEV | 0.8% | $1m | 996 | Held |
| Teva Pharmaceutical IndustriesTEVA | 0.7% | $1m | 30,232 | -6% |
| Johnson & JohnsonJNJ | 0.7% | $1m | 3,978 | +4% |
| BlackstoneBX | 0.6% | $918,275 | 7,804 | Held |
| AT&TT | 0.6% | $857,704 | 41,435 | +218% |
| MerckMRK | 0.6% | $824,569 | 6,417 | -11% |
| Gilead SciencesGILD | 0.5% | $801,375 | 6,343 | +31% |
| Vaneck ETF TrustGDX | 0.5% | $768,306 | 10,184 | Held |
| WalmartWMT | 0.5% | $751,933 | 6,639 | Held |
| Advanced Micro DevicesAMD | 0.5% | $744,146 | 1,281 | +3% |
| Elevance HealthELV | 0.5% | $716,611 | 1,853 | Held |
| Wells Fargo & CompanyWFC | 0.5% | $712,774 | 8,626 | Held |
| Proshares TRPSQ | 0.5% | $707,594 | 28,236 | +157% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $679,470 | 1,423 | -6% |
| NokiaNOK | 0.4% | $672,118 | 50,611 | New |
| BroadcomAVGO | 0.4% | $634,245 | 1,679 | -19% |
| Procter & GamblePG | 0.4% | $617,152 | 4,209 | -2% |
| IntelINTC | 0.4% | $604,220 | 4,328 | +7% |
| ViatrisVTRS | 0.4% | $582,642 | 36,690 | +539% |
| Mettler Toledo InternationalMTD | 0.4% | $574,880 | 450 | -33% |
| Liberty MediaFWONK | 0.4% | $570,840 | 6,000 | Held |
| OneokOKE | 0.4% | $562,328 | 6,468 | Held |
| KKRKKR | 0.4% | $550,713 | 6,000 | Held |
| CoupangCPNG | 0.4% | $526,590 | 30,316 | +14% |
| Novartis AGNVS | 0.3% | $521,251 | 3,326 | Held |
| Home DepotHD | 0.3% | $513,251 | 1,455 | +3% |
| Coca-ColaKO | 0.3% | $511,039 | 6,289 | Held |
| VicorVICR | 0.3% | $493,714 | 1,300 | Held |
| Applied MaterialsAMAT | 0.3% | $442,476 | 612 | Held |
| Blackstone Secured Lending FundBXSL | 0.3% | $438,636 | 18,500 | Held |
| Pacer FDS TRCOWZ | 0.3% | $436,581 | 7,019 | Held |
| Freeport-McMoRanFCX | 0.3% | $434,397 | 6,907 | +7% |
| Select Sector Spdr TRXLK | 0.3% | $417,783 | 2,193 | -8% |
| Global X FDSCOPX | 0.3% | $415,638 | 5,400 | Held |
| State STR Spdr DOW Jones INDDIA | 0.3% | $387,708 | 743 | +4% |
| Wheaton Precious MetalsWPM | 0.3% | $381,888 | 3,400 | Held |
| Analog DevicesADI | 0.2% | $362,113 | 912 | -4% |
| Century CommunitiesCCS | 0.2% | $358,300 | 5,000 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $358,022 | 714 | +3% |
| VisaV | 0.2% | $348,218 | 1,015 | +14% |
| Intercontinental ExchangeICE | 0.2% | $345,112 | 2,803 | +2% |
| UnileverUL | 0.2% | $337,514 | 5,614 | +8% |
| Morgan StanleyMS | 0.2% | $336,136 | 1,608 | +15% |
| KLAKLAC | 0.2% | $335,224 | 1,111 | -4% |
| Solstice Advanced MaterialsSOLS | 0.2% | $327,648 | 3,698 | -8% |
| Abbott LaboratoriesABT | 0.2% | $325,399 | 3,586 | Held |
| AmphenolAPH | 0.2% | $324,781 | 1,842 | +3% |
| Agnico Eagle MinesAEM | 0.2% | $323,139 | 2,083 | +11% |
| Palo Alto NetworksPANW | 0.2% | $313,055 | 918 | -9% |
| Select Sector Spdr TRXLY | 0.2% | $313,051 | 2,669 | Held |
| Marvell TechnologyMRVL | 0.2% | $300,869 | 1,010 | -46% |
| Bank of New York MellonBNY | 0.2% | $298,476 | 2,064 | +129% |
| Waste ManagementWM | 0.2% | $298,321 | 1,338 | Held |
| Charles SchwabSCHW | 0.2% | $297,900 | 3,229 | Held |
| Philip Morris InternationalPM | 0.2% | $291,627 | 1,612 | -46% |
| MastercardMA | 0.2% | $291,211 | 567 | Held |
| AlphabetGOOG | 0.2% | $281,334 | 796 | Held |
| Seabridge GoldSA | 0.2% | $280,566 | 10,900 | New |
| Eaton Vance TAX Advt DIVXEVTX | 0.2% | $275,654 | 9,960 | +23% |
| American Homes 4 RentAMH | 0.2% | $268,160 | 8,000 | Held |
| Williams CompaniesWMB | 0.2% | $267,401 | 3,597 | Held |
| Verizon CommunicationsVZ | 0.2% | $266,913 | 6,304 | +8% |
Showing the largest 100 of 528.
Over time and by industry
Value over time
Jun '26
Value is up 13.8% since 31 March 2026.
Where the money is
Technology22.2%
Industrials17.9%
Financial services10.3%
Health care10.3%
Media & telecom4.1%
Utilities3.4%
Materials3.3%
Retail & consumer2.5%
Everyday goods1.9%
Energy1.4%
Real estate0.6%
Other22.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.