Axiom Investment Management LLC
Filing Date
Global Rank
#5,384
/ 8,578
▲ 401
Top Industry
Railroads
8.7%
3Y Alpha vs SPY
+3.2%
Period ended 3 months ago
Filed May 26, 2026 · 20d
13 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+92.0%
SPY
+77.5%
Annualised alpha
+3.2%
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, 2022Top 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 |
|---|---|---|
| Industrials | 26.4% | $30,247,271 |
| Technology | 19.8% | $22,716,880 |
| Financial Services | 14.7% | $16,843,339 |
| Healthcare | 9.7% | $11,084,487 |
| Unclassified | 6.7% | $7,684,990 |
| Energy | 5.0% | $5,709,226 |
| Consumer Cyclical | 4.8% | $5,462,840 |
| Basic Materials | 4.6% | $5,307,285 |
| Communication Services | 3.9% | $4,445,839 |
| Consumer Defensive | 3.2% | $3,672,219 |
| Real Estate | 0.7% | $800,406 |
| Utilities | 0.6% | $653,915 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
42 positions ·
$11,084,487 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 1,411 | $1,297,781 | 11.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,695 | $1,021,114 | 9.21% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
NEW | 32,032 | $964,792 | 8.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,832 | $936,689 | 8.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 7,217 | $868,126 | 7.83% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
NEW | 676 | $852,571 | 7.69% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 4,858 | $677,059 | 6.11% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
NEW | 1,853 | $542,465 | 4.89% | |
| NVS |
Novartis AG
Healthcare
|
NEW | 3,326 | $508,045 | 4.58% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 3,586 | $368,174 | 3.32% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 691 | $339,634 | 3.06% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 10,822 | $303,871 | 2.74% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
NEW | 633 | $282,655 | 2.55% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,273 | $241,350 | 2.18% | |
| HOLX |
HOLOGIC INC
Healthcare
|
NEW | 3,000 | $226,770 | 2.05% | |
| PTGX |
Protagonist Therapeutics, Inc
Healthcare
|
NEW | 2,000 | $210,800 | 1.90% | |
| BSX |
Boston Scientific Corp
Healthcare
|
NEW | 2,864 | $179,707 | 1.62% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 532 | $143,944 | 1.30% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
NEW | 812 | $138,473 | 1.25% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 835 | $98,699 | 0.89% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 496 | $97,818 | 0.88% | |
| COR |
Cencora, Inc.
Healthcare
|
NEW | 311 | $97,697 | 0.88% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 1,387 | $84,120 | 0.76% | |
| GSK |
GSK plc
Healthcare
|
NEW | 1,440 | $79,473 | 0.72% | |
| VTRS |
Viatris Inc
Healthcare
|
NEW | 5,745 | $77,604 | 0.70% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
NEW | 1,071 | $76,223 | 0.69% | |
| MDT |
Medtronic plc
Healthcare
|
NEW | 847 | $73,386 | 0.66% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
NEW | 1,000 | $58,150 | 0.52% | |
| MRNA |
Moderna, Inc.
Healthcare
|
Reduced | 1,066 | $54,152 | 0.49% | |
| PRQR |
ProQR Therapeutics N.V.
Healthcare
|
NEW | 33,000 | $53,460 | 0.48% | |
| ARGX |
Argenx SE
Healthcare
|
NEW | 69 | $50,385 | 0.45% | |
| HQY |
Healthequity, Inc.
Healthcare
|
NEW | 396 | $33,092 | 0.30% | |
| OMDA |
Omada Health, Inc.
Healthcare
|
NEW | 1,000 | $12,570 | 0.11% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
NEW | 50 | $9,799 | 0.09% | |
| IFRX |
InflaRx N.V.
Healthcare
|
NEW | 10,000 | $8,940 | 0.08% | |
| SGMO |
Sangamo Therapeutics, Inc
Healthcare
|
NEW | 25,375 | $6,342 | 0.06% | |
| KYNB |
Kyntra Bio, Inc.
Healthcare
|
NEW | 704 | $4,772 | 0.04% | |
| TGTX |
Tg Therapeutics, Inc.
Healthcare
|
NEW | 62 | $2,059 | 0.02% | |
| ASRT |
Assertio Holdings, Inc.
Healthcare
|
NEW | 63 | $1,200 | 0.01% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
NEW | 74 | $399 | 0.00% | |
| ONCY |
Oncolytics Biotech Inc
Healthcare
|
NEW | 150 | $127 | 0.00% | |
| MREO |
Mereo BioPharma Group plc
Healthcare
|
NEW | 1 | $0 | 0.00% |