Q2 2026 13F · SEC CIK 1513703

Axiom Investment Management LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $149.7M
Reported positions: 526
Holdings vs S&P 500, 3 yrs: —
Assets under management: $236.8M

Axiom Investment Management LLC is a wealth manager that reported 526 positions worth $149.7M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Union Pac Corp (UNP, 6.9%), Apple Inc (AAPL, 5.5%), Micron Technology Inc (MU, 4.3%).

Axiom Investment Management LLC holdings largest 50 of 526 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Axiom Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
UNPUnion Pac Corp	6.9%	7.0%	37,779	+0.2%	$10.3M
AAPLApple Inc	5.5%	5.6%	28,190	-3.6%	$8.2M
MUMicron Technology Inc	4.3%	1.8%	5,595	-20.8%	$6.5M
PWRQuanta Svcs Inc	3.5%	3.0%	7,221	-0.7%	$5.2M
SHProshares Tr	3.0%	5.4%	137,921	-26.9%	$4.6M
XLUSelect Sector Spdr Tr	2.7%	2.9%	89,900	+7.6%	$4.1M
MTBM & T Bank Corp	2.3%	2.9%	14,762	-20.5%	$3.5M
GLWCorning Inc	2.3%	1.4%	13,572	+0.0%	$3.5M
SPYState Str Spdr S&p 500 ETF T	2.3%	2.3%	4,567	-0.7%	$3.4M
MSFTMicrosoft Corp	2.1%	2.4%	8,406	-1.0%	$3.1M
NVDANvidia Corporation	1.9%	1.9%	14,293	+1.4%	$2.9M
XLFSelect Sector Spdr Tr	1.8%	0.6%	49,078	+183.8%	$2.6M
BBarrick Mng Corp	1.7%	2.1%	68,267	-0.7%	$2.5M
MYRGMyr Group Inc Del	1.7%	1.1%	5,000	+0.0%	$2.5M
OMCOmnicom Group Inc	1.5%	1.8%	31,547	+0.0%	$2.3M
QQQInvesco Qqq Tr	1.4%	1.2%	2,830	+2.6%	$2.1M
GLDSpdr Gold Tr	1.4%	1.8%	5,629	+0.0%	$2.1M
PFEPfizer Inc	1.4%	—	86,053	—	$2.1M
XLVSelect Sector Spdr Tr	1.3%	—	12,435	—	$2.0M
CSCOCisco Sys Inc	1.2%	1.0%	15,749	-4.9%	$1.8M
LLYEli Lilly & Co	1.1%	1.0%	1,400	-0.8%	$1.7M
XLPSelect Sector Spdr Tr	1.1%	—	19,689	—	$1.6M
EPDEnterprise Prods Partners L	1.1%	1.3%	43,774	+0.0%	$1.6M
GOOGLAlphabet Inc	1.0%	1.0%	4,348	-0.2%	$1.6M
CCitigroup Inc	1.0%	1.0%	11,013	-2.3%	$1.5M
BACBank of Amer Corp	1.0%	0.9%	26,578	+4.1%	$1.5M
HONHoneywell Intl Inc	1.0%	—	6,716	—	$1.5M
HONAHoneywell Aerospace Inc	1.0%	—	6,716	—	$1.5M
WCNWaste Connections Inc	0.9%	1.0%	8,400	+0.0%	$1.4M
JPMJpmorgan Chase & Co	0.9%	1.2%	4,248	-23.9%	$1.4M
GEGe Aerospace	0.9%	0.8%	3,668	-0.1%	$1.4M
AMZNAmazon Com Inc	0.9%	0.9%	5,695	-2.0%	$1.4M
BMYBristol-Myers Squibb Co	0.9%	—	23,292	—	$1.3M
MELIMercadolibre Inc	0.9%	1.7%	772	-39.5%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	2,597	-0.6%	$1.3M
ETPCEnergy Transfer L P	0.9%	1.3%	67,412	-25.8%	$1.3M
ABBVAbbvie Inc	0.8%	0.8%	4,806	+2.4%	$1.2M
EDConsolidated Edison Inc	0.8%	—	10,720	—	$1.2M
GEVGe Vernova Inc	0.8%	0.7%	996	+0.1%	$1.2M
TEVATeva Pharmaceutical Inds Ltd	0.7%	0.7%	30,232	-5.6%	$1.0M
JNJJohnson & Johnson	0.7%	0.7%	3,978	+3.8%	$1.0M
BXBlackstone Inc	0.6%	0.7%	7,804	+0.0%	$918K
TAt&t Inc	0.6%	—	41,435	—	$858K
MRKMerck & Co Inc	0.6%	0.7%	6,417	-11.1%	$825K
GILDGilead Sciences Inc	0.5%	0.5%	6,343	+30.6%	$801K
GDXVaneck ETF Trust	0.5%	0.7%	10,184	+0.0%	$768K
WMTWalmart Inc	0.5%	0.6%	6,639	+0.0%	$752K
AMDAdvanced Micro Devices Inc	0.5%	—	1,281	—	$744K
ELVElevance Health Inc Formerly	0.5%	—	1,853	—	$717K
WFCWells Fargo & Co	0.5%	0.5%	8,626	+0.0%	$713K

What Axiom Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

MELI Mercadolibre Inc-39.5% shares
SH Proshares Tr-26.9% shares
ETPC Energy Transfer L P-25.8% shares
JPM Jpmorgan Chase & Co-23.9% shares
MU Micron Technology Inc-20.8% shares
MTB M & T Bank Corp-20.5% shares
MRK Merck & Co Inc-11.1% shares
TEVA Teva Pharmaceutical Inds Ltd-5.6% shares

Left the top 50

HON Honeywell Intl. Incwas 2.4%
RTX Rtx Corporationwas 1.3%
LMT Lockheed Martin Corpwas 1.2%
HII Huntington Ingalls Inds Incwas 1.1%
GD General Dynamics Corpwas 1.0%
NOC Northrop Grumman Corpwas 0.9%
MTD Mettler Toledo Internationalwas 0.6%
AVGO Broadcom Incwas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$149.7M	526
Q1 2026	$131.5M	385
Q4 2022	$38.4M	80
Q3 2022	$50.0M	407
Q2 2022	$34.8M	73
Q1 2022	$46.0M	85
Q4 2021	$103.2M	136
Q3 2021	$99.5M	136
Q2 2021	$128.9M	153
Q1 2021	$122.8M	194
Q4 2020	$109.9M	131
Q3 2020	$88.3M	132

Questions about Axiom Investment Management LLC's portfolio

What stocks does Axiom Investment Management LLC own?

Axiom Investment Management LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 526 positions worth $149.7M. The largest are Union Pac Corp (UNP) at 6.9%, Apple Inc (AAPL) at 5.5%, Micron Technology Inc (MU) at 4.3%, Quanta Svcs Inc (PWR) at 3.5% and Proshares Tr (SH) at 3.0%.

What did Axiom Investment Management LLC buy last quarter?

In Q2 2026, Axiom Investment Management LLC added Select Sector Spdr Tr (XLF) (+183.8% shares), Gilead Sciences Inc (GILD) (+30.6% shares) and Select Sector Spdr Tr (XLU) (+7.6% shares), compared with its Q1 2026 filing.

What did Axiom Investment Management LLC sell last quarter?

In Q2 2026, Axiom Investment Management LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Lockheed Martin Corp (LMT), cut from its top 50 Huntington Ingalls Inds Inc (HII), cut from its top 50 General Dynamics Corp (GD), Mercadolibre Inc (MELI) (-39.5% shares), Proshares Tr (SH) (-26.9% shares) and Energy Transfer L P (ETPC) (-25.8% shares), compared with its Q1 2026 filing.

When is Axiom Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Axiom Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Axiom Investment Management LLC manage?

Axiom Investment Management LLC reported $236.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $149.7M.