Axiom Financial Strategies, LLC
CIK
1831985
Location
NEW ALBANY, IN
Portfolio Value
Micro
$825,779
Diversification
Highly concentrated
Filing Date
Global Rank
#8,046
/ 8,586
▲ 71
Top Industry
Internet Content & Information
15.0%
3Y Alpha vs SPY
-4.4%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
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
+59.5%
SPY
+78.1%
Annualised alpha
-4.4%
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. | ||||
2 positions ·
$825,779 total
· Communication Services only
· 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 |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,662 | $477,924 | 57.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 608 | $347,855 | 42.12% |