WealthTrust Axiom LLC
Top Portfolio Positions
246 positions ·
$369,962,857 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
78,201 | $19,846,631 | 5.36% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
484,042 | $16,229,928 | 4.39% | |
| MSFT |
Microsoft Corp
Technology
|
29,036 | $10,748,256 | 2.91% | |
| LYTS |
Lsi Industries Inc
Technology
|
576,334 | $10,719,812 | 2.90% | |
| IBM |
International Business Machines Corp
Technology
|
41,476 | $10,053,367 | 2.72% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
48,661 | $9,877,209 | 2.67% | |
| EPM |
Evolution Petroleum Corp
Energy
|
2,136,216 | $9,783,869 | 2.64% | |
| TTI |
Tetra Technologies Inc
Industrials
|
1,136,940 | $9,686,728 | 2.62% | |
| GLW |
Corning Inc /Ny
Technology
|
62,926 | $8,556,048 | 2.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
8,785 | $8,080,179 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UHT
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,405,765 | 34,736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,410,305 | 35,968 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,445,373 | 36,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,496,157 | 37,432 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,565,286 | 38,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,519,991 | 40,849 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,936,643 | 42,331 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,666,072 | 42,567 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,570,637 | 42,785 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,828,783 | 42,284 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,670,608 | 41,321 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,991,508 | 41,856 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,729,265 | 35,944 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,686,396 | 35,332 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,428,997 | 33,071 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,386,812 | 26,063 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,389,556 | 23,806 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,430,253 | 24,050 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $268,059 | 4,850 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $298,517 | 4,850 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $362,623 | 5,350 | Shares | Sole | 2021-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||