Axecap Investments, LLC

CIK

2030036

Location

MASON, OH

Portfolio Value

Small $130,585,183

Diversification

Diversified

Filing Date

Global Rank

#5,112 / 8,603 ▲ 105 · as of Mar 2026

Top Industry

Semiconductors 15.4%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.1%

SPY

+27.9%

Annualised alpha

+0.7%

Max drawdown

−13.8%

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

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

Top Position

5.3%

−0.9 pts

Top 5

25.5%

−0.3 pts

Top 10

43.5%

+2.3 pts

HHI

301

Diversified+10

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.3%	$46,151,278	17
Financial Services	16.4%	$21,365,984	8
Healthcare	13.3%	$17,340,521	9
Industrials	10.3%	$13,431,793	7
Consumer Cyclical	6.8%	$8,914,895	4
Energy	4.9%	$6,422,753	3
Consumer Defensive	4.6%	$6,032,619	5
Utilities	4.4%	$5,770,581	3
Unclassified	2.0%	$2,663,161	4
Basic Materials	1.6%	$2,069,460	1
Communication Services	0.3%	$422,138	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+17,927	26,879	$6,821,621
ACAD	Acadia Pharmaceuticals Inc	+16,234	152,910	$3,403,776
BNY	Bank of New York Mellon Corp	+15,510	41,309	$4,900,486
C	Citigroup Inc	+6,093	30,162	$3,420,672
NVDA	Nvidia Corp	+5,940	39,808	$6,942,515
CAH	Cardinal Health Inc	+4,005	15,545	$3,284,813
NRG	Nrg Energy, Inc.	+2,781	22,122	$3,232,909
GS	Goldman Sachs Group Inc	+2,378	3,843	$3,251,139
KLAC	Kla Corp	+1,713	4,566	$672,302
VLO	Valero Energy Corp/Tx	+1,687	24,124	$5,960,557
JPM	Jpmorgan Chase & Co	+1,638	14,165	$4,166,776
TJX	Tjx Companies Inc /De/	+1,193	21,424	$3,421,412
RTX	RTX Corp	+771	23,738	$4,579,060
GE	General Electric Co	+758	3,507	$995,181
MCK	Mckesson Corp	+599	3,457	$2,991,549
WMT	Walmart Inc.	+315	29,272	$3,637,924
SPY	Spdr S&P 500 ETF Trust	+152	2,762	$1,796,239
SO	Southern Co	+5	2,382	$229,910
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
VRSN	Verisign Inc/Ca	−26,628	1,015	$252,085
CBOE	Cboe Global Markets, Inc.	−17,310	1,037	$291,469
ANET	Arista Networks, Inc.	−17,217	12,949	$1,589,878
PAHC	Phibro Animal Health Corp	−15,305	69,643	$3,851,954
LRCX	Lam Research Corp	−15,035	31,553	$6,741,613
MSFT	Microsoft Corp	−14,766	2,528	$935,789
ABBV	AbbVie Inc.	−14,276	2,044	$444,549
PLTR	Palantir Technologies Inc.	−11,678	1,405	$205,523
AVGO	Broadcom Inc.	−9,988	6,174	$1,910,914
IAU	Ishares Gold Trust	−8,363	4,105	$361,896
PM	Philip Morris International Inc.	−7,107	2,856	$472,211
MS	Morgan Stanley	−5,516	7,752	$1,275,746
PG	PROCTER & GAMBLE Co	−3,499	9,394	$1,356,869
CAT	Caterpillar Inc	−1,293	384	$272,048
LHX	L3harris Technologies, Inc. /De/	−910	10,073	$3,476,695
AMZN	Amazon Com Inc	−805	6,079	$1,266,073
COR	Cencora, Inc.	−274	6,160	$1,935,102
GOOGL	Alphabet Inc.	−40	1,468	$422,138
KR	Kroger Co	−19	5,006	$362,234
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
ADI	Analog Devices Inc	20,469	$6,512,007
CSCO	Cisco Systems, Inc.	81,278	$6,306,360
CHRW	C. H. Robinson Worldwide, Inc.	19,695	$3,270,748
HIG	Hartford Insurance Group, Inc.	24,133	$3,263,505
HAS	Hasbro, Inc.	34,336	$3,213,849
ETR	Entergy Corp /De/	20,539	$2,307,762
STLD	Steel Dynamics Inc	11,497	$2,069,460
AMAT	Applied Materials Inc /De	5,572	$1,904,453
AMD	Advanced Micro Devices Inc	8,580	$1,745,429
MU	Micron Technology Inc	4,472	$1,510,820
MPWR	Monolithic Power Systems Inc	1,027	$1,122,870
ROL	Rollins Inc	18,977	$1,013,561
CDNS	Cadence Design Systems Inc	1,781	$494,886
DELL	Dell Technologies Inc.	2,938	$482,213
MPC	Marathon Petroleum Corp	1,072	$261,760
MO	Altria Group, Inc.	3,082	$203,381
WMB	Williams Companies, Inc.	2,754	$200,436
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
T	At&T Inc.	162,092	$4,026,365
GILD	Gilead Sciences, Inc.	27,935	$3,428,741
CCBG	Capital City Bank Group Inc	60,938	$2,594,130
TTE	TotalEnergies SE	39,571	$2,588,734
GD	General Dynamics Corp	6,622	$2,229,362
VLGEA	Village Super Market Inc	49,189	$1,741,290
IBM	International Business Machines Corp	4,663	$1,381,227
TDS	Telephone & Data Systems Inc /De/	20,290	$831,890
CRWD	CrowdStrike Holdings, Inc.	6,996	$819,861
LADR	Ladder Capital Corp	37,784	$415,246
BRK-B	Berkshire Hathaway Inc	555	$278,970
ABT	Abbott Laboratories	2,166	$271,378
QQQ	Invesco Qqq Trust, Series 1	349	$214,394
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $130,585,183 total · as of Mar 31, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	39,808	+5,940	$6,942,515	+9.9%	5.32%
AAPL	Apple Inc. Technology	Added	26,879	+17,927	$6,821,621	+180.3%	5.22%
LRCX	Lam Research Corp Technology	Reduced	31,553	-15,035	$6,741,613	−15.5%	5.16%
ADI	Analog Devices Inc Technology	NEW	20,469	NEW	$6,512,007	NEW	4.99%
CSCO	Cisco Systems, Inc. Technology	NEW	81,278	NEW	$6,306,360	NEW	4.83%
VLO	Valero Energy Corp/Tx Energy	Added	24,124	+1,687	$5,960,557	+63.2%	4.56%
BNY	Bank of New York Mellon Corp Financial Services	Added	41,309	+15,510	$4,900,486	+63.6%	3.75%
RTX	RTX Corp Industrials	Added	23,738	+771	$4,579,060	+8.7%	3.51%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,165	+1,638	$4,166,776	+3.2%	3.19%
PAHC	Phibro Animal Health Corp Healthcare	Reduced	69,643	-15,305	$3,851,954	+21.4%	2.95%
WMT	Walmart Inc. Consumer Defensive	Added	29,272	+315	$3,637,924	+12.8%	2.79%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	10,073	-910	$3,476,695	+7.8%	2.66%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	21,424	+1,193	$3,421,412	+10.1%	2.62%
C	Citigroup Inc Financial Services	Added	30,162	+6,093	$3,420,672	+21.8%	2.62%
ACAD	Acadia Pharmaceuticals Inc Healthcare	Added	152,910	+16,234	$3,403,776	−6.8%	2.61%
CAH	Cardinal Health Inc Healthcare	Added	15,545	+4,005	$3,284,813	+38.5%	2.52%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	NEW	19,695	NEW	$3,270,748	NEW	2.50%
HIG	Hartford Insurance Group, Inc. Financial Services	NEW	24,133	NEW	$3,263,505	NEW	2.50%
GS	Goldman Sachs Group Inc Financial Services	Added	3,843	+2,378	$3,251,139	+152.5%	2.49%
NRG	Nrg Energy, Inc. Utilities	Added	22,122	+2,781	$3,232,909	+5.0%	2.48%
HAS	Hasbro, Inc. Consumer Cyclical	NEW	34,336	NEW	$3,213,849	NEW	2.46%
MCK	Mckesson Corp Healthcare	Added	3,457	+599	$2,991,549	+27.6%	2.29%
ETR	Entergy Corp /De/ Utilities	NEW	20,539	NEW	$2,307,762	NEW	1.77%
STLD	Steel Dynamics Inc Basic Materials	NEW	11,497	NEW	$2,069,460	NEW	1.58%
COR	Cencora, Inc. Healthcare	Reduced	6,160	-274	$1,935,102	−11.0%	1.48%
AVGO	Broadcom Inc. Technology	Reduced	6,174	-9,988	$1,910,914	−65.8%	1.46%
AMAT	Applied Materials Inc /De Technology	NEW	5,572	NEW	$1,904,453	NEW	1.46%
SPY	Spdr S&P 500 ETF Trust	Added	2,762	+152	$1,796,239	+0.9%	1.38%
AMD	Advanced Micro Devices Inc Technology	NEW	8,580	NEW	$1,745,429	NEW	1.34%
ANET	Arista Networks, Inc. Technology	Reduced	12,949	-17,217	$1,589,878	−59.8%	1.22%
MU	Micron Technology Inc Technology	NEW	4,472	NEW	$1,510,820	NEW	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,394	-3,499	$1,356,869	−26.6%	1.04%
MS	Morgan Stanley Financial Services	Reduced	7,752	-5,516	$1,275,746	−45.8%	0.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,079	-805	$1,266,073	−20.3%	0.97%
MPWR	Monolithic Power Systems Inc Technology	NEW	1,027	NEW	$1,122,870	NEW	0.86%
ROL	Rollins Inc Consumer Cyclical	NEW	18,977	NEW	$1,013,561	NEW	0.78%
GE	General Electric Co Industrials	Added	3,507	+758	$995,181	+17.5%	0.76%
MSFT	Microsoft Corp Technology	Reduced	2,528	-14,766	$935,789	−88.8%	0.72%
CINF	Cincinnati Financial Corp Financial Services	Held	5,060	0	$796,191	−3.7%	0.61%
ELV	Elevance Health, Inc. Healthcare	Held	2,396	0	$701,429	−16.5%	0.54%
KLAC	Kla Corp Technology	Added	4,566	+1,713	$672,302	+93.9%	0.51%
CTAS	Cintas Corp Industrials	Held	3,228	0	$545,983	−10.1%	0.42%
CDNS	Cadence Design Systems Inc Technology	NEW	1,781	NEW	$494,886	NEW	0.38%
DELL	Dell Technologies Inc. Technology	NEW	2,938	NEW	$482,213	NEW	0.37%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,856	-7,107	$472,211	−70.5%	0.36%
MDT	Medtronic plc Healthcare	Held	5,146	0	$445,900	−9.8%	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	2,044	-14,276	$444,549	−88.1%	0.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,468	-40	$422,138	−10.6%	0.32%
KR	Kroger Co Consumer Defensive	Reduced	5,006	-19	$362,234	+15.4%	0.28%
IAU	Ishares Gold Trust	Reduced	4,105	-8,363	$361,896	−64.2%	0.28%