Axiom Investment Management LLC

CIK

1513703

Location

NEW YORK, NY

Portfolio Value

Small $114,632,330

Diversification

Diversified

Filing Date

Global Rank

#5,398 / 8,621 ▲ 406 · as of Mar 2026

Top Industry

Railroads 8.7%

3Y Alpha vs SPY

+3.6%

Period ended 4 months ago

Filed May 26, 2026 · 2mo

13 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+90.4%

SPY

+67.9%

Annualised alpha

+5.1%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

329 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2022

Top Position

8.0%

−4.2 pts

Top 5

24.1%

−15.2 pts

Top 10

36.2%

−18.1 pts

HHI

222

Diversified−231

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.5%	$30,408,779	39
Technology	19.7%	$22,563,159	36
Financial Services	14.7%	$16,839,185	94
Healthcare	9.7%	$11,084,487	42
Unclassified	6.7%	$7,684,990	11
Energy	5.0%	$5,709,226	20
Consumer Cyclical	4.8%	$5,462,840	16
Basic Materials	4.6%	$5,307,285	17
Communication Services	3.9%	$4,445,839	15
Consumer Defensive	3.2%	$3,672,219	18
Real Estate	0.7%	$800,406	9
Utilities	0.6%	$653,915	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2022

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+55,901	90,901	$1,754,359
UNP	Union Pacific Corp	+36,600	37,719	$9,151,359
OMC	Omnicom Group Inc.	+25,234	31,547	$2,375,803
AAPL	Apple Inc.	+18,194	29,229	$7,418,009
NVDA	Nvidia Corp	+12,659	14,096	$2,458,328
HON	Honeywell International Inc	+12,427	13,696	$3,246,639
MRK	Merck & Co., Inc.	+5,073	7,217	$868,126
MSFT	Microsoft Corp	+4,881	8,493	$3,143,824
PFE	Pfizer Inc	+3,898	10,822	$303,871
SPY	Spdr S&P 500 ETF Trust	+3,569	4,599	$2,990,895
PG	PROCTER & GAMBLE Co	+1,830	4,314	$623,101
KO	Coca Cola Co	+1,702	6,204	$471,802
NOC	Northrop Grumman Corp /De/	+1,354	1,804	$1,230,756
JNJ	Johnson & Johnson	+1,031	3,832	$936,689
AMZN	Amazon Com Inc	+790	5,814	$1,210,857
ABT	Abbott Laboratories	+780	3,586	$368,174
BX	Blackstone Inc.	+715	7,803	$897,251
DHR	Danaher Corp /De/	+510	1,273	$241,350
HD	Home Depot, Inc.	+504	1,417	$466,030
TMO	Thermo Fisher Scientific Inc.	+124	691	$339,634
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−98,282	25,541	$1,245,087
VZ	Verizon Communications Inc	−24,287	5,849	$293,617
PNC	Pnc Financial Services Group, Inc.	−20,478	266	$55,350
KKR	KKR & Co. Inc.	−15,053	6,000	$555,000
SLV	iShares Silver Trust	−11,415	375	$25,552
PWR	Quanta Services, Inc.	−9,821	7,271	$3,991,924
GLD	Spdr Gold Trust	−5,891	5,629	$2,422,091
NEM	NEWMONT Corp /DE/	−5,066	414	$44,815
PLD	Prologis, Inc.	−4,777	678	$89,610
ABBV	AbbVie Inc.	−3,691	4,695	$1,021,114
IBM	International Business Machines Corp	−3,000	150	$36,357
CVX	Chevron Corp	−2,447	908	$187,860
GILD	Gilead Sciences, Inc.	−2,337	4,858	$677,059
GOOGL	Alphabet Inc.	−2,080	4,358	$1,253,168
NXPI	NXP Semiconductors N.V.	−1,938	159	$31,300
GS	Goldman Sachs Group Inc	−1,584	7	$5,921
GE	General Electric Co	−1,116	3,673	$1,042,269
V	Visa Inc.	−950	894	$270,191
COST	Costco Wholesale Corp /New	−770	80	$79,714
ZTS	Zoetis Inc.	−606	835	$98,699
MRNA	Moderna, Inc.	−434	1,066	$54,152
ICE	Intercontinental Exchange, Inc.	−361	2,742	$431,250
MCD	Mcdonalds Corp	−332	500	$155,388
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MTB	M&T Bank Corp	18,562	$3,837,134
B	Barrick Mining Corp	68,767	$2,804,982
MU	Micron Technology Inc	7,064	$2,386,501
MELI	Mercadolibre Inc	1,277	$2,207,958
GLW	Corning Inc /Ny	13,572	$1,845,359
EPD	Enterprise Products Partners L.P.	43,774	$1,656,407
RTX	RTX Corp	8,568	$1,652,762
JPM	Jpmorgan Chase & Co	5,580	$1,641,400
QQQ	Invesco Qqq Trust, Series 1	2,757	$1,591,275
LMT	Lockheed Martin Corp	2,575	$1,556,300
HII	Huntington Ingalls Industries, Inc.	3,890	$1,477,807
MYRG	Myr Group Inc.	5,000	$1,411,600
WCN	Waste Connections, Inc.	8,400	$1,364,496
LLY	ELI LILLY & Co	1,411	$1,297,781
CSCO	Cisco Systems, Inc.	16,566	$1,285,316
C	Citigroup Inc	11,267	$1,277,768
GD	General Dynamics Corp	3,680	$1,263,045
BRK-B	Berkshire Hathaway Inc	2,613	$1,252,148
TEVA	Teva Pharmaceutical Industries Ltd	32,032	$964,792
GEV	GE Vernova Inc.	995	$868,522
MTD	Mettler Toledo International Inc/	676	$852,571
WMT	Walmart Inc.	6,639	$825,092
WFC	Wells Fargo & Company/Mn	8,626	$686,714
AVGO	Broadcom Inc.	2,073	$641,595
OKE	Oneok Inc /New/	6,468	$584,642
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VICI	Vici Properties Inc.	20,000	$648,000
DVN	Devon Energy Corp/De	10,330	$635,397
REGN	Regeneron Pharmaceuticals, Inc.	800	$577,192
CAT	Caterpillar Inc	1,699	$407,007
ARLP	Alliance Resource Partners LP	16,000	$325,120
HBAN	Huntington Bancshares Inc /Md/	20,000	$282,000
MPC	Marathon Petroleum Corp	2,300	$267,697
RPRX	Royalty Pharma plc	5,621	$222,127
BBDC	Barings BDC, Inc.	12,900	$105,135
KEY	Keycorp /New/	1,000	$17,420
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

329 positions · $114,632,330 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 329 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UNP	Union Pacific Corp Industrials	Added	37,719	+36,600	$9,151,359	+3849.6%	7.98%
AAPL	Apple Inc. Technology	Added	29,229	+18,194	$7,418,009	+417.4%	6.47%
PWR	Quanta Services, Inc. Industrials	Reduced	7,271	-9,821	$3,991,924	+63.9%	3.48%
MTB	M&T Bank Corp Financial Services	NEW	18,562	NEW	$3,837,134	NEW	3.35%
HON	Honeywell International Inc Industrials	Added	13,696	+12,427	$3,246,639	+1093.9%	2.83%
MSFT	Microsoft Corp Technology	Added	8,493	+4,881	$3,143,824	+262.9%	2.74%
SPY	Spdr S&P 500 ETF Trust	Added	4,599	+3,569	$2,990,895	+659.3%	2.61%
B	Barrick Mining Corp Basic Materials	NEW	68,767	NEW	$2,804,982	NEW	2.45%
NVDA	Nvidia Corp Technology	Added	14,096	+12,659	$2,458,328	+1070.6%	2.14%
GLD	Spdr Gold Trust	Reduced	5,629	-5,891	$2,422,091	+23.9%	2.11%
MU	Micron Technology Inc Technology	NEW	7,064	NEW	$2,386,501	NEW	2.08%
OMC	Omnicom Group Inc. Communication Services	Added	31,547	+25,234	$2,375,803	+361.4%	2.07%
MELI	Mercadolibre Inc Consumer Cyclical	NEW	1,277	NEW	$2,207,958	NEW	1.93%
GLW	Corning Inc /Ny Technology	NEW	13,572	NEW	$1,845,359	NEW	1.61%
ET	Energy Transfer LP Energy	Added	90,901	+55,901	$1,754,359	+322.3%	1.53%
EPD	Enterprise Products Partners L.P. Energy	NEW	43,774	NEW	$1,656,407	NEW	1.44%
RTX	RTX Corp Industrials	NEW	8,568	NEW	$1,652,762	NEW	1.44%
JPM	Jpmorgan Chase & Co Financial Services	NEW	5,580	NEW	$1,641,400	NEW	1.43%
QQQ	Invesco Qqq Trust, Series 1	NEW	2,757	NEW	$1,591,275	NEW	1.39%
LMT	Lockheed Martin Corp Industrials	NEW	2,575	NEW	$1,556,300	NEW	1.36%
HII	Huntington Ingalls Industries, Inc. Industrials	NEW	3,890	NEW	$1,477,807	NEW	1.29%
MYRG	Myr Group Inc. Industrials	NEW	5,000	NEW	$1,411,600	NEW	1.23%
WCN	Waste Connections, Inc. Industrials	NEW	8,400	NEW	$1,364,496	NEW	1.19%
LLY	ELI LILLY & Co Healthcare	NEW	1,411	NEW	$1,297,781	NEW	1.13%
CSCO	Cisco Systems, Inc. Technology	NEW	16,566	NEW	$1,285,316	NEW	1.12%
C	Citigroup Inc Financial Services	NEW	11,267	NEW	$1,277,768	NEW	1.11%
GD	General Dynamics Corp Industrials	NEW	3,680	NEW	$1,263,045	NEW	1.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,358	-2,080	$1,253,168	+120.6%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	2,613	NEW	$1,252,148	NEW	1.09%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	25,541	-98,282	$1,245,087	−69.6%	1.09%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,804	+1,354	$1,230,756	+401.3%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,814	+790	$1,210,857	+186.9%	1.06%
GE	General Electric Co Industrials	Reduced	3,673	-1,116	$1,042,269	+159.8%	0.91%
ABBV	AbbVie Inc. Healthcare	Reduced	4,695	-3,691	$1,021,114	−24.7%	0.89%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	NEW	32,032	NEW	$964,792	NEW	0.84%
JNJ	Johnson & Johnson Healthcare	Added	3,832	+1,031	$936,689	+89.3%	0.82%
BX	Blackstone Inc. Financial Services	Added	7,803	+715	$897,251	+70.6%	0.78%
GEV	GE Vernova Inc. Industrials	NEW	995	NEW	$868,522	NEW	0.76%
MRK	Merck & Co., Inc. Healthcare	Added	7,217	+5,073	$868,126	+265.0%	0.76%
MTD	Mettler Toledo International Inc/ Healthcare	NEW	676	NEW	$852,571	NEW	0.74%
WMT	Walmart Inc. Consumer Defensive	NEW	6,639	NEW	$825,092	NEW	0.72%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	8,626	NEW	$686,714	NEW	0.60%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	4,858	-2,337	$677,059	+9.6%	0.59%
AVGO	Broadcom Inc. Technology	NEW	2,073	NEW	$641,595	NEW	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,314	+1,830	$623,101	+65.5%	0.54%
OKE	Oneok Inc /New/ Energy	NEW	6,468	NEW	$584,642	NEW	0.51%
KKR	KKR & Co. Inc. Financial Services	Reduced	6,000	-15,053	$555,000	−43.2%	0.48%
ELV	Elevance Health, Inc. Healthcare	NEW	1,853	NEW	$542,465	NEW	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	1,506	NEW	$508,947	NEW	0.44%
NVS	Novartis AG Healthcare	NEW	3,326	NEW	$508,045	NEW	0.44%