AXS Investments LLC

CIK

1801467

Location

PORT CHESTER, NY

Portfolio Value

Small $317,950,883

Diversification

Highly concentrated

Filing Date

Global Rank

#3,526 / 8,517 ▲ 859

Top Industry

Semiconductors 18.2%

3Y Alpha vs SPY

+16.6%

Period ended 47 days ago

Filed Aug 10, 2026 · 6d

22 quarters · since Mar 2021

Clone Performance

Aug 2023–Aug 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

+161.3%

SPY

+76.6%

Annualised alpha

+16.9%

Max drawdown

−19.5%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

172 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

53.9%

+18.0 pts

Top 5

62.3%

+15.8 pts

Top 10

69.5%

+13.2 pts

HHI

2,950

Highly concentrated+1,583

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.7%	$177,040,564	2
Technology	24.1%	$76,784,194	43
Communication Services	6.1%	$19,240,372	18
Industrials	4.4%	$14,067,984	19
Financial Services	3.2%	$10,166,413	14
Healthcare	2.9%	$9,109,441	34
Consumer Cyclical	2.6%	$8,420,939	7
Consumer Defensive	0.4%	$1,328,485	11
Energy	0.3%	$1,101,468	12
Basic Materials	0.2%	$671,825	10
Utilities	0.0%	$19,198	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+108,415	232,594	$171,282,221
LRCX	Lam Research Corp	+5,534	9,599	$4,159,534
KLAC	Kla Corp	+4,243	4,844	$1,461,483
PLTR	Palantir Technologies Inc.	+2,218	42,291	$4,934,090
AMD	Advanced Micro Devices Inc	+1,822	8,181	$4,752,424
T	At&T Inc.	+1,727	4,237	$87,705
CRWD	CrowdStrike Holdings, Inc.	+1,355	4,444	$3,391,394
VZ	Verizon Communications Inc	+1,139	2,589	$109,618
CMCSA	Comcast Corp	+834	2,177	$53,445
TSLA	Tesla, Inc.	+717	6,843	$2,878,165
MSTR	Strategy Inc	+710	4,125	$358,586
MA	Mastercard Inc	+638	7,244	$3,720,518
META	Meta Platforms, Inc.	+391	8,457	$4,763,743
RBLX	Roblox Corp	+328	8,178	$444,719
IBM	International Business Machines Corp	+262	11,594	$3,260,348
ACN	Accenture plc	+252	7,588	$944,250
LUMN	Lumen Technologies, Inc.	+225	527	$4,047
NOW	ServiceNow, Inc.	+211	14,583	$1,447,800
CDNS	Cadence Design Systems Inc	+156	3,450	$1,294,854
TMUS	T-Mobile US, Inc.	+151	370	$62,060
DASH	DoorDash, Inc.	+139	4,947	$912,869
MELI	Mercadolibre Inc	+137	642	$1,089,724
SPOT	Spotify Technology S.A.	+117	3,833	$1,759,845
SNOW	Snowflake Inc.	+99	4,629	$1,178,080
ASTS	AST SpaceMobile, Inc.	+81	171	$15,195
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−6,442	15,849	$2,322,670
PANW	Palo Alto Networks Inc	−3,306	10,979	$3,744,058
CNH	CNH Industrial N.V.	−2,385	66,800	$750,164
AAPL	Apple Inc.	−2,175	11,458	$3,315,486
UBER	Uber Technologies, Inc	−1,982	23,977	$1,730,180
SPY	Spdr S&P 500 ETF Trust	−1,832	7,711	$5,758,343
ISRG	Intuitive Surgical Inc	−1,644	654	$260,082
GOOGL	Alphabet Inc.	−1,598	14,408	$5,148,986
NFLX	Netflix Inc	−1,592	43,598	$3,112,897
BAC	Bank Of America Corp /De/	−923	4,837	$275,612
BSX	Boston Scientific Corp	−881	11,885	$507,251
HON	Honeywell International Inc	−799	506	$113,293
V	Visa Inc.	−753	3,227	$1,107,151
MSFT	Microsoft Corp	−706	9,648	$3,598,896
BRK-B	Berkshire Hathaway Inc	−691	2,880	$1,441,123
ABT	Abbott Laboratories	−662	3,201	$290,458
ALKS	Alkermes plc.	−650	18,200	$953,680
WFC	Wells Fargo & Company/Mn	−598	1,982	$163,792
GEHC	GE HealthCare Technologies Inc.	−577	10,567	$676,393
DDOG	Datadog, Inc.	−562	3,673	$956,302
RTX	RTX Corp	−553	1,880	$356,692
HOOD	Robinhood Markets, Inc.	−513	9,649	$967,601
MDT	Medtronic plc	−511	2,365	$185,013
JPM	Jpmorgan Chase & Co	−471	1,847	$604,578
BA	Boeing Co	−452	1,112	$240,714
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	969	$935,085
CRWV	CoreWeave, Inc.	5,056	$503,274
ZM	Zoom Communications, Inc.	3,522	$303,983
ETN	Eaton Corp plc	617	$262,916
DE	Deere & Co	401	$254,366
HONA	Honeywell Aerospace Inc.	506	$111,866
WAT	Waters Corp /De/	196	$73,507
CNC	Centene Corp	885	$56,808
STLD	Steel Dynamics Inc	115	$26,387
KR	Kroger Co	348	$19,324
CEG	Constellation Energy Corp	25	$6,209
GSAT	Globalstar, Inc.	39	$3,170
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	1,503	$1,985,207
ADP	Automatic Data Processing Inc	4,964	$1,008,585
CTSH	Cognizant Technology Solutions Corp	5,849	$358,836
LMT	Lockheed Martin Corp	441	$266,535
SPGI	S&P Global Inc.	624	$265,412
STE	STERIS plc	211	$46,658
VMC	Vulcan Materials CO	103	$28,046
SYY	Sysco Corp	318	$22,682
SO	Southern Co	92	$8,879
TDS	Telephone & Data Systems Inc /De/	32	$1,347
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

172 tracked positions · $317,950,883 total · filing declares 193 positions · $352,669,246 · as of Jun 30, 2026

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

Showing 1–50 of 172 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	232,594	+108,415	$171,282,221	+139.0%	53.87%
MU	Micron Technology Inc Technology	Reduced	9,446	-324	$10,903,423	+230.3%	3.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,711	-1,832	$5,758,343	−7.2%	1.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,408	-1,598	$5,148,986	+11.9%	1.62%
NVDA	Nvidia Corp Technology	Reduced	25,501	-361	$5,102,495	+13.1%	1.60%
PLTR	Palantir Technologies Inc. Technology	Added	42,291	+2,218	$4,934,090	−15.8%	1.55%
META	Meta Platforms, Inc. Communication Services	Added	8,457	+391	$4,763,743	+3.2%	1.50%
AMD	Advanced Micro Devices Inc Technology	Added	8,181	+1,822	$4,752,424	+267.4%	1.49%
VRT	Vertiv Holdings Co Industrials	Held	12,500	0	$4,185,250	+33.6%	1.32%
LRCX	Lam Research Corp Technology	Added	9,599	+5,534	$4,159,534	+378.9%	1.31%
PANW	Palo Alto Networks Inc Technology	Reduced	10,979	-3,306	$3,744,058	+63.5%	1.18%
MA	Mastercard Inc Financial Services	Added	7,244	+638	$3,720,518	+12.7%	1.17%
MSFT	Microsoft Corp Technology	Reduced	9,648	-706	$3,598,896	−6.1%	1.13%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,444	+1,355	$3,391,394	+181.2%	1.07%
AAPL	Apple Inc. Technology	Reduced	11,458	-2,175	$3,315,486	−4.2%	1.04%
IBM	International Business Machines Corp Technology	Added	11,594	+262	$3,260,348	+18.7%	1.03%
NFLX	Netflix Inc Communication Services	Reduced	43,598	-1,592	$3,112,897	−28.4%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,843	+717	$2,878,165	+26.4%	0.91%
AVGO	Broadcom Inc. Technology	Added	6,871	+37	$2,595,520	+22.7%	0.82%
APP	AppLovin Corp Communication Services	Reduced	4,947	-402	$2,548,842	+19.7%	0.80%
ORCL	Oracle Corp Technology	Reduced	15,849	-6,442	$2,322,670	−29.2%	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,863	-224	$2,112,407	+11.6%	0.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	4,300	0	$2,053,551	+41.3%	0.65%
CRM	Salesforce, Inc. Technology	Reduced	11,544	-174	$1,808,483	−17.3%	0.57%
SPOT	Spotify Technology S.A. Communication Services	Added	3,833	+117	$1,759,845	−2.3%	0.55%
UBER	Uber Technologies, Inc Technology	Reduced	23,977	-1,982	$1,730,180	−7.3%	0.54%
FTAI	FTAI Aviation Ltd. Industrials	Held	5,500	0	$1,487,915	+10.4%	0.47%
KLAC	Kla Corp Technology	Added	4,844	+4,243	$1,461,483	+65.2%	0.46%
NOW	ServiceNow, Inc. Technology	Added	14,583	+211	$1,447,800	−3.6%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,880	-691	$1,441,123	−15.8%	0.45%
TT	Trane Technologies plc Industrials	Reduced	2,700	-95	$1,326,132	+13.9%	0.42%
TEL	TE Connectivity plc Technology	Reduced	6,480	-231	$1,306,432	−6.9%	0.41%
CDNS	Cadence Design Systems Inc Technology	Added	3,450	+156	$1,294,854	+41.5%	0.41%
FIX	Comfort Systems USA Inc Industrials	Held	600	0	$1,189,170	+43.7%	0.37%
SNOW	Snowflake Inc. Technology	Added	4,629	+99	$1,178,080	+72.4%	0.37%
FTNT	Fortinet, Inc. Technology	Reduced	7,295	-246	$1,120,657	+81.9%	0.35%
V	Visa Inc. Financial Services	Reduced	3,227	-753	$1,107,151	−8.0%	0.35%
MELI	Mercadolibre Inc Consumer Cyclical	Added	642	+137	$1,089,724	+24.8%	0.34%
GRMN	Garmin Ltd Technology	Reduced	4,500	-160	$1,068,930	−1.1%	0.34%
SNPS	Synopsys Inc Technology	Reduced	2,396	-103	$1,068,783	+7.9%	0.34%
SYK	Stryker Corp Healthcare	Reduced	3,254	-203	$1,024,489	−9.8%	0.32%
ADBE	Adobe Inc. Technology	Reduced	4,937	-112	$1,012,183	−17.5%	0.32%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,556	-306	$995,680	−3.4%	0.31%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	9,649	-513	$967,601	+37.4%	0.30%
DDOG	Datadog, Inc. Technology	Reduced	3,673	-562	$956,302	+91.3%	0.30%
ALKS	Alkermes plc. Healthcare	Reduced	18,200	-650	$953,680	+43.1%	0.30%
GVA	Granite Construction Inc Industrials	Held	6,000	0	$948,480	+31.9%	0.30%
ACN	Accenture plc Technology	Added	7,588	+252	$944,250	−35.1%	0.30%
STX	Seagate Technology Holdings plc Technology	NEW	969	NEW	$935,085	NEW	0.29%
DASH	DoorDash, Inc. Consumer Cyclical	Added	4,947	+139	$912,869	+26.4%	0.29%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.