Axiom Financial Strategies, LLC
CIK
1831985
Location
NEW ALBANY, IN
Portfolio Value
Micro
$11,558,371
Diversification
Highly concentrated
Filing Date
Global Rank
#7,694
/ 8,232
▲ 193
Top Industry
Internet Content & Information
15.0%
3Y Alpha vs SPY
-3.9%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
25 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
+59.6%
SPY
+76.3%
Annualised alpha
-3.9%
Max drawdown
−14.7%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
52.2%
−3.7 pts
Top 5
68.8%
−3.9 pts
Top 10
84.1%
−2.8 pts
HHI
2,884
Highly concentrated−390
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.2% | $6,037,378 |
| Financial Services | 17.9% | $2,071,348 |
| Communication Services | 7.1% | $825,779 |
| Technology | 7.1% | $821,746 |
| Healthcare | 5.6% | $647,582 |
| Consumer Cyclical | 5.1% | $589,514 |
| Energy | 2.7% | $309,513 |
| Consumer Defensive | 2.2% | $255,511 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VTRS | Viatris Inc | +4,492 | 27,084 | $365,904 | |
| USB | US Bancorp De | +1,381 | 7,398 | $384,769 | |
| CTRA | Coterra Energy Inc. | +1,021 | 8,808 | $309,513 | |
| MGM | MGM Resorts International | +641 | 7,887 | $291,897 | |
| WFC | Wells Fargo & Company/Mn | +431 | 3,217 | $256,105 | |
| COF | Capital One Financial Corp | +388 | 2,200 | $401,346 | |
| CVS | CVS HEALTH Corp | +284 | 3,922 | $281,678 | |
| AMZN | Amazon Com Inc | +192 | 1,429 | $297,617 | |
| GOOGL | Alphabet Inc. | +186 | 1,662 | $477,924 | |
| BRK-B | Berkshire Hathaway Inc | +104 | 1,368 | $655,545 | |
| META | Meta Platforms, Inc. | +81 | 608 | $347,855 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMAT | Applied Materials Inc /De | 1,328 | $341,282 | |
| No positions match the current search. | ||||
17 positions ·
$11,558,371 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| USCI |
United States Commodity Index Funds Trust
|
Reduced | 63,338 | $6,037,378 | 52.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,368 | $655,545 | 5.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,662 | $477,924 | 4.13% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 2,200 | $401,346 | 3.47% | |
| USB |
US Bancorp De
Financial Services
|
Added | 7,398 | $384,769 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,270 | $373,583 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 990 | $366,468 | 3.17% | |
| VTRS |
Viatris Inc
Healthcare
|
Added | 27,084 | $365,904 | 3.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 608 | $347,855 | 3.01% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Added | 8,808 | $309,513 | 2.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,429 | $297,617 | 2.57% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Added | 7,887 | $291,897 | 2.53% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 3,922 | $281,678 | 2.44% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,217 | $256,105 | 2.22% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
NEW | 3,988 | $255,511 | 2.21% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 1,281 | $248,693 | 2.15% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 814 | $206,585 | 1.79% |