Axiom Financial Strategies, LLC
CIK
1831985
City
NEW ALBANY
State / Country
IN
Top Portfolio Positions
17 positions ·
$11,558,371 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| USCI |
United States Commodity Index Funds Trust
|
63,338 | $6,037,378 | 52.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,368 | $655,545 | 5.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,662 | $477,924 | 4.13% | |
| COF |
Capital One Financial Corp
Financial Services
|
2,200 | $401,346 | 3.47% | |
| USB |
US Bancorp De
Financial Services
|
7,398 | $384,769 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,270 | $373,583 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
990 | $366,468 | 3.17% | |
| VTRS |
Viatris Inc
Healthcare
|
27,084 | $365,904 | 3.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
608 | $347,855 | 3.01% | |
| CTRA |
Coterra Energy Inc.
Energy
|
8,808 | $309,513 | 2.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in USCI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,037,378 | 63,338 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,727,855 | 86,688 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,663,643 | 85,541 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||