Axim Planning & Wealth

CIK

1950607

Location

SPRINGBORO, OH

Portfolio Value

Micro $54,792,068

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,850 / 8,517 ▼ 22

Top Industry

Aerospace & Defense 52.1%

3Y Alpha vs SPY

-40.6%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

17 quarters · since Jun 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-48.8%

SPY

+75.3%

Annualised alpha

-40.6%

Max drawdown

−65.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

47.5%

−12.3 pts

Top 5

62.7%

−10.3 pts

Top 10

70.8%

−8.6 pts

HHI

2,368

Moderately concentrated−1,287

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	49.2%	$26,941,393	2
Technology	12.7%	$6,964,356	15
Financial Services	11.4%	$6,267,221	8
Unclassified	8.8%	$4,830,789	6
Consumer Cyclical	5.0%	$2,752,510	6
Consumer Defensive	4.5%	$2,478,743	4
Healthcare	3.4%	$1,857,601	5
Basic Materials	1.7%	$952,446	1
Energy	1.2%	$672,869	2
Communication Services	1.1%	$589,667	2
Real Estate	0.9%	$484,473	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
TDUP	ThredUp Inc.	+23,139	100,479	$688,280
VISN	Vistance Networks, Inc.	+7,307	23,618	$301,838
NKE	NIKE, Inc.	+4,337	10,182	$417,971
GROZ	Zacks Focus Growth ETF	+2,074	34,897	$1,109,026
CLF	Cleveland-Cliffs Inc.	+2,056	101,432	$952,446
SOFI	SoFi Technologies, Inc.	+1,359	12,859	$230,561
BTAL	AGF U.S. Market Neutral Anti-Beta Fund	+894	76,602	$854,112
CAT	Caterpillar Inc	+28	860	$915,814
XOM	ExxonMobil Holdings Corp	+13	2,138	$292,307
META	Meta Platforms, Inc.	+6	379	$213,486
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EH	EHang Holdings Ltd	−138,689	3,973,371	$26,025,579
NIO	NIO Inc.	−104,455	85,839	$434,345
HPF	John Hancock Preferred Income Fund II	−26,897	245,354	$3,893,767
GRAB	Grab Holdings Ltd	−8,780	82,319	$310,342
OSCR	Oscar Health, Inc.	−8,592	19,751	$563,298
ZETA	Zeta Global Holdings Corp.	−3,608	19,688	$387,459
MARA	MARA Holdings, Inc.	−3,522	16,983	$235,893
HIMS	Hims & Hers Health, Inc.	−2,800	8,374	$290,326
USB	US Bancorp De	−2,620	13,102	$791,360
RBRK	Rubrik, Inc.	−1,082	5,853	$469,878
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	−1,005	24,316	$2,228,318
NVO	Novo Nordisk A S	−876	6,963	$333,806
UUP	Invesco DB US Dollar Index Bullish Fund	−494	8,227	$233,729
ANET	Arista Networks, Inc.	−432	2,779	$472,096
MO	Altria Group, Inc.	−325	9,274	$667,264
UNH	Unitedhealth Group Inc	−190	609	$253,118
BMY	Bristol Myers Squibb Co	−189	7,238	$417,053
MDLZ	Mondelez International, Inc.	−156	4,472	$258,660
AMD	Advanced Micro Devices Inc	−138	1,888	$1,096,758
MSFT	Microsoft Corp	−79	2,418	$901,962
AMZN	Amazon Com Inc	−69	901	$214,744
NVDA	Nvidia Corp	−59	3,219	$644,089
BRK-B	Berkshire Hathaway Inc	−58	898	$449,350
TSLA	Tesla, Inc.	−58	1,322	$556,033
AAPL	Apple Inc.	−49	1,760	$509,273
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
LAMR	Lamar Advertising Co/New	3,106	$484,473
SHOP	Shopify Inc.	3,702	$422,694
FTI	TechnipFMC plc	5,740	$380,562
VOD	Vodafone Group Public Ltd Co	28,434	$376,181
MU	Micron Technology Inc	301	$347,441
CSCO	Cisco Systems, Inc.	2,467	$289,773
ASTS	AST SpaceMobile, Inc.	2,666	$236,900
TER	Teradyne, Inc	466	$225,469
AFRM	Affirm Holdings, Inc.	2,763	$225,322
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
EXEL	Exelixis, Inc.	12,095	$518,754
JPM	Jpmorgan Chase & Co	1,544	$454,183
CRM	Salesforce, Inc.	2,292	$427,847
LRCX	Lam Research Corp	1,996	$426,465
QCOM	Qualcomm Inc/De	3,059	$393,938
LUNR	Intuitive Machines, Inc.	10,978	$203,751
EVGO	EVgo Inc.	11,970	$20,588
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $54,792,068 total · filing declares 92 positions · $71,548,463 · as of Jun 30, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EH	EHang Holdings Ltd CALL + SHARES Industrials	Reduced	3,973,371	-138,689	$26,025,579	−34.8%	47.50%
HPF	John Hancock Preferred Income Fund II Financial Services	Reduced	245,354	-26,897	$3,893,767	−8.4%	7.11%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Reduced	24,316	-1,005	$2,228,318	−4.0%	4.07%
GROZ	Zacks Focus Growth ETF	Added	34,897	+2,074	$1,109,026	+22.6%	2.02%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,888	-138	$1,096,758	+166.1%	2.00%
CLF	Cleveland-Cliffs Inc. Basic Materials	Added	101,432	+2,056	$952,446	+13.4%	1.74%
CAT	Caterpillar Inc Industrials	Added	860	+28	$915,814	+55.4%	1.67%
MSFT	Microsoft Corp Technology	Reduced	2,418	-79	$901,962	−2.4%	1.65%
BTAL	AGF U.S. Market Neutral Anti-Beta Fund	Added	76,602	+894	$854,112	−19.2%	1.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,562	-33	$815,611	+0.9%	1.49%
USB	US Bancorp De Financial Services	Reduced	13,102	-2,620	$791,360	−3.2%	1.44%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,075	0	$737,208	+9.4%	1.35%
TDUP	ThredUp Inc. CALL + SHARES Consumer Cyclical	Added	100,479	+23,139	$688,280	+171.3%	1.26%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,274	-325	$667,264	+5.3%	1.22%
NVDA	Nvidia Corp Technology	Reduced	3,219	-59	$644,089	+12.7%	1.18%
OSCR	Oscar Health, Inc. Healthcare	Reduced	19,751	-8,592	$563,298	+73.3%	1.03%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,322	-58	$556,033	+8.4%	1.01%
AAPL	Apple Inc. Technology	Reduced	1,760	-49	$509,273	+10.9%	0.93%
LAMR	Lamar Advertising Co/New Real Estate	NEW	3,106	NEW	$484,473	NEW	0.88%
ANET	Arista Networks, Inc. Technology	Reduced	2,779	-432	$472,096	+19.7%	0.86%
RBRK	Rubrik, Inc. Technology	Reduced	5,853	-1,082	$469,878	+38.4%	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	898	-58	$449,350	−1.9%	0.82%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	1,724	-47	$441,137	+7.9%	0.81%
NIO	NIO Inc. CALL + SHARES Consumer Cyclical	Reduced	85,839	-104,455	$434,345	−62.1%	0.79%
SHOP	Shopify Inc. Technology	NEW	3,702	NEW	$422,694	NEW	0.77%
NKE	NIKE, Inc. Consumer Cyclical	Added	10,182	+4,337	$417,971	+35.4%	0.76%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	7,238	-189	$417,053	−7.4%	0.76%
ZETA	Zeta Global Holdings Corp. Technology	Reduced	19,688	-3,608	$387,459	+4.5%	0.71%
FTI	TechnipFMC plc Energy	NEW	5,740	NEW	$380,562	NEW	0.69%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	28,434	NEW	$376,181	NEW	0.69%
CLS	Celestica Inc Technology	Reduced	955	-37	$348,384	+24.7%	0.64%
MU	Micron Technology Inc Technology	NEW	301	NEW	$347,441	NEW	0.63%
NVO	Novo Nordisk A S Healthcare	Reduced	6,963	-876	$333,806	+15.9%	0.61%
GRAB	Grab Holdings Ltd Technology	Reduced	82,319	-8,780	$310,342	−6.9%	0.57%
VISN	Vistance Networks, Inc. Technology	Added	23,618	+7,307	$301,838	+1.7%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Added	2,138	+13	$292,307	−18.9%	0.53%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	8,374	-2,800	$290,326	+25.2%	0.53%
CSCO	Cisco Systems, Inc. Technology	NEW	2,467	NEW	$289,773	NEW	0.53%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	4,472	-156	$258,660	−3.0%	0.47%
UNH	Unitedhealth Group Inc Healthcare	Reduced	609	-190	$253,118	+17.1%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Reduced	236	-1	$238,683	+19.0%	0.44%
ASTS	AST SpaceMobile, Inc. Technology	NEW	2,666	NEW	$236,900	NEW	0.43%
MARA	MARA Holdings, Inc. Financial Services	Reduced	16,983	-3,522	$235,893	+41.0%	0.43%
UUP	Invesco DB US Dollar Index Bullish Fund	Reduced	8,227	-494	$233,729	−3.5%	0.43%
SOFI	SoFi Technologies, Inc. Financial Services	Added	12,859	+1,359	$230,561	+26.3%	0.42%
TER	Teradyne, Inc Technology	NEW	466	NEW	$225,469	NEW	0.41%
AFRM	Affirm Holdings, Inc. Financial Services	NEW	2,763	NEW	$225,322	NEW	0.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	901	-69	$214,744	+6.3%	0.39%
META	Meta Platforms, Inc. Communication Services	Added	379	+6	$213,486	+0.0%	0.39%
GLD	Spdr Gold Trust	Reduced	555	-3	$204,450	−14.8%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.