Axim Planning & Wealth
Top Portfolio Positions
46 positions ·
$62,022,915 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 | 64.38% | |
| HPF |
John Hancock Preferred Income Fund II
Financial Services
|
272,251 | $4,249,838 | 6.85% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
190,294 | $1,147,472 | 1.85% | |
| MSFT |
Microsoft Corp
Technology
|
2,497 | $924,314 | 1.49% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
99,376 | $839,727 | 1.35% | |
| USB |
US Bancorp De
Financial Services
|
15,722 | $817,701 | 1.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,595 | $808,141 | 1.30% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
4,075 | $673,760 | 1.09% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
9,599 | $633,438 | 1.02% | |
| CAT |
Caterpillar Inc
Industrials
|
832 | $589,438 | 0.95% |
Portfolio Trend
Holdings in TDUP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,675 | 77,340 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $21,050 | 25,000 | Shares | Sole | 2024-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||