Axim Planning & Wealth

CIK

1950607

Location

SPRINGBORO, OH

Portfolio Value

Micro $62,481,030

Diversification

Highly concentrated

Filing Date

Global Rank

#6,181 / 8,232 ▼ 62

Top Industry

Aerospace & Defense 65.0%

3Y Alpha vs SPY

-31.7%

Period ended 2 months ago

Filed May 14, 2026 · 31d

16 quarters · since Jun 2022

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

-29.2%

SPY

+76.3%

Annualised alpha

-31.7%

Max drawdown

−60.6%

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

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

63.9%

−7.3 pts

Top 5

75.4%

−6.4 pts

Top 10

81.0%

−5.7 pts

HHI

4,155

Highly concentrated−977

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	65.2%	$40,721,291	3
Financial Services	10.7%	$6,709,561	8
Technology	9.0%	$5,629,934	13
Consumer Cyclical	4.6%	$2,854,409	7
Consumer Defensive	3.8%	$2,382,096	4
Healthcare	3.2%	$2,030,551	6
Basic Materials	1.3%	$839,727	1
Unclassified	1.2%	$739,530	3
Energy	0.6%	$360,527	1
Communication Services	0.3%	$213,404	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
GRAB	Grab Holdings Ltd	+41,441	91,099	$333,422
CLF	Cleveland-Cliffs Inc.	+19,499	99,376	$839,727
EXEL	Exelixis, Inc.	+6,605	12,095	$518,754
RBRK	Rubrik, Inc.	+3,343	6,935	$339,606
NKE	NIKE, Inc.	+2,293	5,845	$308,732
MSFT	Microsoft Corp	+814	2,497	$924,314
BRK-B	Berkshire Hathaway Inc	+234	956	$458,115
AMD	Advanced Micro Devices Inc	+74	2,026	$412,149
TSLA	Tesla, Inc.	+13	1,380	$513,015
META	Meta Platforms, Inc.	+8	373	$213,404
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
EH	EHang Holdings Ltd	−74,032	4,112,060	$39,928,102
HPF	John Hancock Preferred Income Fund II	−50,759	272,251	$4,249,838
NIO	NIO Inc.	−5,198	190,294	$1,147,472
BMY	Bristol Myers Squibb Co	−5,175	7,427	$450,447
MO	Altria Group, Inc.	−3,730	9,599	$633,438
LUNR	Intuitive Machines, Inc.	−2,610	10,978	$203,751
LRCX	Lam Research Corp	−1,810	1,996	$426,465
ANET	Arista Networks, Inc.	−1,269	3,211	$394,246
PG	PROCTER & GAMBLE Co	−881	5,595	$808,141
NVDA	Nvidia Corp	−607	3,278	$571,683
AAPL	Apple Inc.	−527	1,809	$459,106
JPM	Jpmorgan Chase & Co	−78	1,544	$454,183
XOM	Exxon Mobil Corp	−37	2,125	$360,527
CLS	Celestica Inc	−32	992	$279,426
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	2,292	$427,847
EXPE	Expedia Group, Inc.	1,771	$408,906
QCOM	Qualcomm Inc/De	3,059	$393,938
ZETA	Zeta Global Holdings Corp.	23,296	$370,872
OSCR	Oscar Health, Inc.	28,343	$325,094
VISN	Vistance Networks, Inc.	16,311	$296,860
NVO	Novo Nordisk A S	7,839	$288,083
SLV	iShares Silver Trust	3,774	$257,160
TDUP	ThredUp Inc.	77,340	$253,675
UUP	Invesco DB US Dollar Index Bullish Fund	8,721	$242,269
GLD	Spdr Gold Trust	558	$240,101
HIMS	Hims & Hers Health, Inc.	11,174	$231,972
UNH	Unitedhealth Group Inc	799	$216,201
AMZN	Amazon Com Inc	970	$202,021
MARA	MARA Holdings, Inc.	20,505	$167,320
EVGO	EVgo Inc.	11,970	$20,588
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	3,801	$654,798
ADBE	Adobe Inc.	1,772	$620,182
MEDP	Medpace Holdings, Inc.	1,047	$588,047
TOST	Toast, Inc.	6,335	$224,955
LNTH	Lantheus Holdings, Inc.	3,351	$223,009
ENVX	Enovix Corp	16,565	$121,090
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $62,481,030 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EH	EHang Holdings Ltd Industrials	Reduced	4,112,060	-74,032	$39,928,102	−27.6%	63.90%
HPF	John Hancock Preferred Income Fund II Financial Services	Reduced	272,251	-50,759	$4,249,838	−18.1%	6.80%
NIO	NIO Inc. Consumer Cyclical	Reduced	190,294	-5,198	$1,147,472	+15.1%	1.84%
MSFT	Microsoft Corp Technology	Added	2,497	+814	$924,314	+13.6%	1.48%
CLF	Cleveland-Cliffs Inc. Basic Materials	Added	99,376	+19,499	$839,727	−20.8%	1.34%
USB	US Bancorp De Financial Services	Held	15,722	0	$817,701	−2.5%	1.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,595	-881	$808,141	−12.9%	1.29%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,075	0	$673,760	+3.1%	1.08%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,599	-3,730	$633,438	−17.6%	1.01%
CAT	Caterpillar Inc Industrials	Held	832	0	$589,438	+23.7%	0.94%
NVDA	Nvidia Corp Technology	Reduced	3,278	-607	$571,683	−21.1%	0.91%
EXEL	Exelixis, Inc. Healthcare	Added	12,095	+6,605	$518,754	+115.6%	0.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,380	+13	$513,015	−16.6%	0.82%
AAPL	Apple Inc. Technology	Reduced	1,809	-527	$459,106	−27.7%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	956	+234	$458,115	+26.2%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,544	-78	$454,183	−13.1%	0.73%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	7,427	-5,175	$450,447	−33.7%	0.72%
CRM	Salesforce, Inc. Technology	NEW	2,292	NEW	$427,847	NEW	0.68%
LRCX	Lam Research Corp Technology	Reduced	1,996	-1,810	$426,465	−34.5%	0.68%
AMD	Advanced Micro Devices Inc Technology	Added	2,026	+74	$412,149	−1.4%	0.66%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	1,771	NEW	$408,906	NEW	0.65%
ANET	Arista Networks, Inc. Technology	Reduced	3,211	-1,269	$394,246	−32.8%	0.63%
QCOM	Qualcomm Inc/De Technology	NEW	3,059	NEW	$393,938	NEW	0.63%
ZETA	Zeta Global Holdings Corp. Technology	NEW	23,296	NEW	$370,872	NEW	0.59%
XOM	Exxon Mobil Corp Energy	Reduced	2,125	-37	$360,527	+38.6%	0.58%
RBRK	Rubrik, Inc. Technology	Added	6,935	+3,343	$339,606	+23.6%	0.54%
GRAB	Grab Holdings Ltd Technology	Added	91,099	+41,441	$333,422	+34.6%	0.53%
OSCR	Oscar Health, Inc. Healthcare	NEW	28,343	NEW	$325,094	NEW	0.52%
NKE	NIKE, Inc. Consumer Cyclical	Added	5,845	+2,293	$308,732	+36.4%	0.49%
VISN	Vistance Networks, Inc. Technology	NEW	16,311	NEW	$296,860	NEW	0.48%
NVO	Novo Nordisk A S Healthcare	NEW	7,839	NEW	$288,083	NEW	0.46%
CLS	Celestica Inc Technology	Reduced	992	-32	$279,426	−7.7%	0.45%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	4,628	0	$266,757	+7.1%	0.43%
SLV	iShares Silver Trust	NEW	3,774	NEW	$257,160	NEW	0.41%
TDUP	ThredUp Inc. Consumer Cyclical	NEW	77,340	NEW	$253,675	NEW	0.41%
UUP	Invesco DB US Dollar Index Bullish Fund	NEW	8,721	NEW	$242,269	NEW	0.39%
GLD	Spdr Gold Trust	NEW	558	NEW	$240,101	NEW	0.38%
HIMS	Hims & Hers Health, Inc. Healthcare	NEW	11,174	NEW	$231,972	NEW	0.37%
UNH	Unitedhealth Group Inc Healthcare	NEW	799	NEW	$216,201	NEW	0.35%
META	Meta Platforms, Inc. Communication Services	Added	373	+8	$213,404	−11.4%	0.34%
LUNR	Intuitive Machines, Inc. Industrials	Reduced	10,978	-2,610	$203,751	−7.6%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	970	NEW	$202,021	NEW	0.32%
GS	Goldman Sachs Group Inc Financial Services	Held	237	0	$200,499	−3.8%	0.32%
SOFI	SoFi Technologies, Inc. Financial Services	Held	11,500	0	$182,620	−39.3%	0.29%
LCNB	Lcnb Corp Financial Services	Held	11,500	0	$179,285	−4.9%	0.29%
MARA	MARA Holdings, Inc. Financial Services	NEW	20,505	NEW	$167,320	NEW	0.27%
EVGO	EVgo Inc. Consumer Cyclical	NEW	11,970	NEW	$20,588	NEW	0.03%