AXS Investments LLC

CIK

1801467

Location

PORT CHESTER, NY

Portfolio Value

Small $199,780,110

Diversification

Diversified

Filing Date

Global Rank

#3,859 / 8,232 ▼ 76

Top Industry

Software - Infrastructure 15.4%

3Y Alpha vs SPY

-6.5%

Period ended 2 months ago

Filed May 6, 2026 · 39d

21 quarters · since Mar 2021

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

+49.3%

SPY

+76.3%

Annualised alpha

-6.5%

Max drawdown

−19.4%

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

170 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

35.9%

+3.5 pts

Top 5

46.5%

+1.8 pts

Top 10

56.3%

+0.4 pts

HHI

1,366

Diversified+219

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	39.0%	$77,879,829	2
Technology	29.9%	$59,711,525	43
Communication Services	9.6%	$19,243,014	18
Industrials	6.0%	$11,897,644	17
Financial Services	5.1%	$10,201,690	15
Healthcare	5.1%	$10,199,920	33
Consumer Cyclical	3.5%	$6,998,009	7
Energy	0.7%	$1,465,076	12
Consumer Defensive	0.7%	$1,429,724	11
Basic Materials	0.4%	$729,011	10
Utilities	0.0%	$24,668	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	+3,743	4,065	$868,527
AVGO	Broadcom Inc.	+2,535	6,834	$2,115,191
PANW	Palo Alto Networks Inc	+1,107	14,285	$2,290,171
QQQ	Invesco Qqq Trust, Series 1	+953	124,179	$71,673,635
APP	AppLovin Corp	+837	5,349	$2,128,902
SPY	Spdr S&P 500 ETF Trust	+284	9,543	$6,206,194
ISRG	Intuitive Surgical Inc	+31	2,298	$1,059,355
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−15,209	45,190	$4,345,018
NVDA	Nvidia Corp	−13,308	25,862	$4,510,332
PLTR	Palantir Technologies Inc.	−8,523	40,073	$5,861,878
UBER	Uber Technologies, Inc	−3,255	25,959	$1,867,230
GOOGL	Alphabet Inc.	−3,183	16,006	$4,602,685
ADP	Automatic Data Processing Inc	−2,853	4,964	$1,008,585
CNH	CNH Industrial N.V.	−2,385	69,185	$761,035
CRWD	CrowdStrike Holdings, Inc.	−1,984	3,089	$1,205,976
META	Meta Platforms, Inc.	−1,745	8,066	$4,614,800
NOW	ServiceNow, Inc.	−1,698	14,372	$1,502,592
MA	Mastercard Inc	−1,646	6,606	$3,300,753
CRM	Salesforce, Inc.	−1,618	11,718	$2,187,399
IBM	International Business Machines Corp	−1,564	11,332	$2,746,763
WMT	Walmart Inc.	−1,524	3,263	$405,525
CPRT	Copart Inc	−1,486	11,752	$390,166
T	At&T Inc.	−1,424	2,510	$72,764
KO	Coca Cola Co	−1,350	2,888	$219,632
HOOD	Robinhood Markets, Inc.	−1,318	10,162	$704,226
ACN	Accenture plc	−1,287	7,336	$1,454,655
RBLX	Roblox Corp	−1,080	7,850	$443,996
AAPL	Apple Inc.	−1,052	13,633	$3,459,919
FTNT	Fortinet, Inc.	−1,046	7,541	$616,250
BSX	Boston Scientific Corp	−901	12,766	$801,066
XOM	Exxon Mobil Corp	−872	1,957	$332,024
VZ	Verizon Communications Inc	−870	1,450	$72,790
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	1,503	$1,985,207
KLAC	Kla Corp	601	$884,918
EBAY	Ebay Inc	5,439	$495,057
CTSH	Cognizant Technology Solutions Corp	5,849	$358,836
LMT	Lockheed Martin Corp	441	$266,535
TXN	Texas Instruments Inc	203	$39,410
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.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
FICO	Fair Isaac Corp	320	$540,998
CRWV	CoreWeave, Inc.	5,138	$367,932
ETN	Eaton Corp plc	910	$289,844
QCOM	Qualcomm Inc/De	272	$46,525
KMB	Kimberly Clark Corp	327	$32,991
CEG	Constellation Energy Corp	28	$9,891
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

170 positions · $199,780,110 total · as of Mar 31, 2026

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

Showing 1–50 of 170 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	124,179	+953	$71,673,635	−5.3%	35.88%
SPY	Spdr S&P 500 ETF Trust	Added	9,543	+284	$6,206,194	−1.7%	3.11%
PLTR	Palantir Technologies Inc. Technology	Reduced	40,073	-8,523	$5,861,878	−32.1%	2.93%
META	Meta Platforms, Inc. Communication Services	Reduced	8,066	-1,745	$4,614,800	−28.7%	2.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,006	-3,183	$4,602,685	−23.4%	2.30%
NVDA	Nvidia Corp Technology	Reduced	25,862	-13,308	$4,510,332	−38.3%	2.26%
NFLX	Netflix Inc Communication Services	Reduced	45,190	-15,209	$4,345,018	−23.3%	2.17%
MSFT	Microsoft Corp Technology	Reduced	10,354	-580	$3,832,740	−27.5%	1.92%
AAPL	Apple Inc. Technology	Reduced	13,633	-1,052	$3,459,919	−13.3%	1.73%
MA	Mastercard Inc Financial Services	Reduced	6,606	-1,646	$3,300,753	−29.9%	1.65%
MU	Micron Technology Inc Technology	Reduced	9,770	-364	$3,300,696	+14.1%	1.65%
ORCL	Oracle Corp Technology	Reduced	22,291	-205	$3,279,229	−25.2%	1.64%
VRT	Vertiv Holdings Co Industrials	Held	12,500	0	$3,132,250	+54.7%	1.57%
IBM	International Business Machines Corp Technology	Reduced	11,332	-1,564	$2,746,763	−28.1%	1.37%
PANW	Palo Alto Networks Inc Technology	Added	14,285	+1,107	$2,290,171	−5.7%	1.15%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,126	-658	$2,277,340	−25.4%	1.14%
CRM	Salesforce, Inc. Technology	Reduced	11,718	-1,618	$2,187,399	−38.1%	1.09%
APP	AppLovin Corp Communication Services	Added	5,349	+837	$2,128,902	−30.0%	1.07%
AVGO	Broadcom Inc. Technology	Added	6,834	+2,535	$2,115,191	+42.2%	1.06%
ASML	Asml Holding NV Technology	NEW	1,503	NEW	$1,985,207	NEW	0.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,087	-144	$1,892,549	−11.2%	0.95%
UBER	Uber Technologies, Inc Technology	Reduced	25,959	-3,255	$1,867,230	−21.8%	0.93%
SPOT	Spotify Technology S.A. Communication Services	Reduced	3,716	-348	$1,801,925	−23.6%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,571	-512	$1,711,223	−16.6%	0.86%
NOW	ServiceNow, Inc. Technology	Reduced	14,372	-1,698	$1,502,592	−39.0%	0.75%
INTU	Intuit Inc. Technology	Reduced	3,432	-474	$1,483,928	−42.6%	0.74%
ACN	Accenture plc Technology	Reduced	7,336	-1,287	$1,454,655	−37.1%	0.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	4,300	0	$1,453,185	+11.2%	0.73%
TEL	TE Connectivity plc Technology	Reduced	6,711	-231	$1,402,733	−11.2%	0.70%
FTAI	FTAI Aviation Ltd. Industrials	Held	5,500	0	$1,347,500	+24.5%	0.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	6,359	-61	$1,293,611	−5.9%	0.65%
ADBE	Adobe Inc. Technology	Reduced	5,049	-746	$1,227,310	−39.5%	0.61%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,089	-1,984	$1,205,976	−49.3%	0.60%
V	Visa Inc. Financial Services	Reduced	3,980	-470	$1,202,915	−22.9%	0.60%
TT	Trane Technologies plc Industrials	Reduced	2,795	-95	$1,164,788	+3.6%	0.58%
SYK	Stryker Corp Healthcare	Reduced	3,457	-291	$1,135,935	−13.8%	0.57%
GRMN	Garmin Ltd Technology	Reduced	4,660	-160	$1,081,166	+10.6%	0.54%
ISRG	Intuitive Surgical Inc Healthcare	Added	2,298	+31	$1,059,355	−17.5%	0.53%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,862	-162	$1,030,419	+2.1%	0.52%
ADP	Automatic Data Processing Inc Technology	Reduced	4,964	-2,853	$1,008,585	−49.8%	0.50%
SNPS	Synopsys Inc Technology	Reduced	2,499	-317	$990,803	−25.1%	0.50%
CDNS	Cadence Design Systems Inc Technology	Reduced	3,294	-478	$915,303	−22.4%	0.46%
KLAC	Kla Corp Technology	NEW	601	NEW	$884,918	NEW	0.44%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	505	-214	$873,155	−39.7%	0.44%
LRCX	Lam Research Corp Technology	Added	4,065	+3,743	$868,527	+1475.7%	0.43%
FIX	Comfort Systems USA Inc Industrials	Held	600	0	$827,394	+47.8%	0.41%
BSX	Boston Scientific Corp Healthcare	Reduced	12,766	-901	$801,066	−38.5%	0.40%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	11,144	-535	$793,229	−17.2%	0.40%
CNH	CNH Industrial N.V. Industrials	Reduced	69,185	-2,385	$761,035	+15.3%	0.38%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	4,808	-630	$721,921	−41.4%	0.36%