Axiom Investment Management LLC

CIK

1513703

Location

NEW YORK, NY

Portfolio Value

Small $114,628,697

Diversification

Diversified

Filing Date

Global Rank

#5,044 / 8,232 ▲ 744

Top Industry

Railroads 8.7%

3Y Alpha vs SPY

+3.4%

Period ended 2 months ago

Filed May 26, 2026 · 19d

13 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+93.3%

SPY

+76.3%

Annualised alpha

+3.8%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.0%

−4.4 pts

Top 5

24.0%

−15.7 pts

Top 10

36.0%

−18.8 pts

HHI

221

Diversified−241

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.4%	$30,247,271	38
Technology	19.8%	$22,716,880	36
Financial Services	14.7%	$16,843,339	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	$3,095,670
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

328 positions · $114,628,697 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 328 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%
MSFT	Microsoft Corp Technology	Added	8,493	+4,881	$3,143,824	+262.9%	2.74%
HON	Honeywell International Inc Industrials	Added	13,696	+12,427	$3,095,670	+1107.8%	2.70%
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	+11610.8%	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	1.45%
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	+316.9%	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%