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
TDS	Telephone & Data Systems Inc /De/ Communication Services	NEW	32	NEW	$1,347	NEW	0.00%
LUMN	Lumen Technologies, Inc. Communication Services	Reduced	302	-164	$2,098	−42.0%	0.00%
TIGO	Millicom International Cellular SA Communication Services	Reduced	35	-27	$2,622	−23.7%	0.00%
SATS	EchoStar CORP Communication Services	Reduced	45	-28	$5,268	−33.6%	0.00%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Reduced	30	-18	$6,476	−35.4%	0.00%
ASTS	AST SpaceMobile, Inc. Technology	Reduced	90	-53	$7,458	−28.2%	0.00%
SO	Southern Co Utilities	NEW	92	NEW	$8,879	NEW	0.00%
NEE	Nextera Energy Inc Utilities	Reduced	170	-28	$15,789	−0.7%	0.01%
GEV	GE Vernova Inc. Industrials	Reduced	20	-6	$17,458	+2.7%	0.01%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	58	-15	$19,075	−24.1%	0.01%
SYY	Sysco Corp Consumer Defensive	NEW	318	NEW	$22,682	NEW	0.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	25	-6	$24,910	−6.8%	0.01%
VMC	Vulcan Materials CO Basic Materials	Reduced	103	-43	$28,046	−32.6%	0.01%
NUE	Nucor Corp Basic Materials	Reduced	173	-70	$29,254	−26.2%	0.01%
MPC	Marathon Petroleum Corp Energy	Reduced	123	-72	$30,034	−5.3%	0.02%
KMI	Kinder Morgan, Inc. Energy	Reduced	898	-386	$30,109	−14.7%	0.02%
EOG	Eog Resources Inc Energy	Reduced	214	-106	$30,937	−7.9%	0.02%
AMGN	Amgen Inc Healthcare	Reduced	89	-26	$31,314	−16.8%	0.02%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	55	-24	$32,377	−34.2%	0.02%
PSX	Phillips 66 Energy	Reduced	180	-82	$32,792	−3.0%	0.02%
SLB	Slb Limited/Nv Energy	Reduced	653	-280	$33,557	−6.3%	0.02%
VLO	Valero Energy Corp/Tx Energy	Reduced	139	-60	$34,344	+6.0%	0.02%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	521	-241	$37,751	−35.4%	0.02%
CMCSA	Comcast Corp Communication Services	Reduced	1,343	-778	$38,557	−35.1%	0.02%
TXN	Texas Instruments Inc Technology	NEW	203	NEW	$39,410	NEW	0.02%
WMB	Williams Companies, Inc. Energy	Reduced	554	-247	$40,320	−16.3%	0.02%
HUM	Humana Inc Healthcare	Reduced	252	-60	$43,694	−45.3%	0.02%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	219	-127	$45,996	−34.5%	0.02%
STE	STERIS plc Healthcare	Reduced	211	-42	$46,658	−27.3%	0.02%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	558	-267	$47,558	−27.0%	0.02%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	165	-97	$47,930	−25.9%	0.02%
INTC	Intel Corp Technology	Reduced	1,087	-150	$47,969	+5.1%	0.02%
MRK	Merck & Co., Inc. Healthcare	Reduced	408	-119	$49,078	−11.5%	0.02%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	852	-391	$49,109	−26.6%	0.02%
CTVA	Corteva, Inc. Basic Materials	Reduced	594	-245	$49,723	−11.6%	0.02%
DXCM	Dexcom Inc Healthcare	Reduced	847	-159	$53,191	−20.3%	0.03%
PSN	Parsons Corp Technology	Held	1,000	0	$54,170	−12.3%	0.03%
NTRA	Natera, Inc. Healthcare	Reduced	272	-54	$54,397	−27.2%	0.03%
AMAT	Applied Materials Inc /De Technology	Reduced	165	-39	$56,395	+7.6%	0.03%
VEEV	Veeva Systems Inc Healthcare	Reduced	346	-80	$60,778	−36.1%	0.03%
ABBV	AbbVie Inc. Healthcare	Reduced	292	-85	$63,507	−26.3%	0.03%
ECL	Ecolab Inc. Basic Materials	Reduced	244	-98	$64,908	−27.7%	0.03%
SHW	Sherwin Williams Co Basic Materials	Reduced	209	-103	$66,994	−33.7%	0.03%
RMD	Resmed Inc Healthcare	Reduced	306	-65	$68,690	−23.1%	0.03%
CSCO	Cisco Systems, Inc. Technology	Reduced	898	-125	$69,675	−11.6%	0.03%
A	Agilent Technologies, Inc. Healthcare	Reduced	618	-118	$70,439	−29.7%	0.04%
T	At&T Inc. Communication Services	Reduced	2,510	-1,424	$72,764	−25.5%	0.04%
VZ	Verizon Communications Inc Communication Services	Reduced	1,450	-870	$72,790	−23.0%	0.04%
COP	Conocophillips Energy	Reduced	573	-256	$75,636	−2.5%	0.04%
MO	Altria Group, Inc. Consumer Defensive	Reduced	1,168	-547	$77,076	−22.1%	0.04%