AXS Investments LLC
Filing Date
Global Rank
#4,193
/ 8,586
▼ 185
Top Industry
Software - Infrastructure
15.4%
3Y Alpha vs SPY
-6.6%
Period ended 3 months ago
Filed May 6, 2026 · 41d
21 quarters · since Mar 2021
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
+50.6%
SPY
+78.1%
Annualised alpha
-6.6%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 39.0% | $77,879,829 |
| Technology | 29.9% | $59,711,525 |
| Communication Services | 9.6% | $19,243,014 |
| Industrials | 6.0% | $11,897,644 |
| Financial Services | 5.1% | $10,201,690 |
| Healthcare | 5.1% | $10,199,920 |
| Consumer Cyclical | 3.5% | $6,998,009 |
| Energy | 0.7% | $1,465,076 |
| Consumer Defensive | 0.7% | $1,429,724 |
| Basic Materials | 0.4% | $729,011 |
| Utilities | 0.0% | $24,668 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
11 positions ·
$1,429,724 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,263 | $405,525 | 28.36% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,629 | $235,292 | 16.46% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 2,888 | $219,632 | 15.36% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 981 | $162,198 | 11.34% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 953 | $147,991 | 10.35% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 1,168 | $77,076 | 5.39% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 852 | $49,109 | 3.43% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 558 | $47,558 | 3.33% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 521 | $37,751 | 2.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 25 | $24,910 | 1.74% | |
| SYY |
Sysco Corp
Consumer Defensive
|
NEW | 318 | $22,682 | 1.59% |