Axim Planning & Wealth
Top Portfolio Positions
47 positions ·
$62,481,030 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EH |
EHang Holdings Ltd
Industrials
|
4,112,060 | $39,928,102 | 63.90% | |
| HPF |
John Hancock Preferred Income Fund II
Financial Services
|
272,251 | $4,249,838 | 6.80% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
190,294 | $1,147,472 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
2,497 | $924,314 | 1.48% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
99,376 | $839,727 | 1.34% | |
| USB |
US Bancorp De
Financial Services
|
15,722 | $817,701 | 1.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,595 | $808,141 | 1.29% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
4,075 | $673,760 | 1.08% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
9,599 | $633,438 | 1.01% | |
| CAT |
Caterpillar Inc
Industrials
|
832 | $589,438 | 0.94% |
Portfolio Trend
16 quarters · across all stocks
Holdings in HPF
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,249,838 | 272,251 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,190,770 | 323,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,607,848 | 332,810 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,091,736 | 322,058 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,539,745 | 333,318 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,806,816 | 411,288 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,833,055 | 420,003 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,249,592 | 368,273 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,763,700 | 167,193 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,388,640 | 88,000 | Shares | Sole | 2024-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||