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CIK: 0002030036
Total reported value
$168.7M
$168.7M
73 檔
20.4%
As reported in its official Q2 2026 Form 13F filing, Axecap Investments, LLC's tracked investment portfolio stood at $168.7M with 73 total positions.
Axecap Investments, LLC executed strategic sector rebalancing during Q2 2026, establishing 21 new positions while fully exiting 17 holdings and trimming 28 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PANW, KLAC) accounted for 20.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
PANW
市值: $7.0M
Top Position Liquidated / Trimmed
PAHC
前期市值: $3.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.82% | +0.83% | |
| 2 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.87% | -0.29% | — | |
| 3 | KLAC | Kla CORP | Stock-Tech | 3.65% | -0.72% | +379.26% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 3.60% | -0.49% | -52.37% | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.55% | +0.58% | — | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 3.52% | -1.00% | +58.17% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.22% | -0.10% | — | |
| 8 | FTNT | Fortinet Inc | Stock-Tech | 3.21% | +0.11% | — | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 3.00% | -0.08% | -43.24% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.89% | +0.16% | -35.52% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.89% | -1.36% | -34.46% | |
| 12 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.88% | -2.00% | +678.05% | |
| 13 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 2.68% | +0.17% | — | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 2.66% | -0.85% | +118.42% | |
| 15 | FFIV | F5 Inc | Stock-Tech | 2.65% | +0.45% | — | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.64% | +0.76% | -20.18% | |
| 17 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.61% | -0.97% | +1624.16% | |
| 18 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.59% | -1.86% | — | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 2.56% | -1.51% | +265.28% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.55% | +0.64% | +1158.50% | |
| 21 | TRGP | Targa Resources CORP | Stock-Energy | 2.53% | +0.69% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | -1.60% | +93.93% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 2.47% | +0.42% | -45.04% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 2.43% | +0.05% | — | |
| 25 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 2.41% | -0.91% | — | |
| 26 | MS | Morgan Stanley | Stock-Financials | 2.41% | -1.66% | +169.17% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 2.04% | -1.38% | — | |
| 28 | CFG | Citizens Financial Group | Stock-Financials | 1.92% | -1.22% | — | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.73% | -1.01% | — | |
| 30 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.67% | -1.01% | — | |
| 31 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.58% | -0.90% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | +0.05% | +4.24% | |
| 33 | VLO | Valero Energy CORP | Stock-Energy | 0.94% | -0.36% | -73.01% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.87% | +1.86% | -62.57% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.82% | +1.61% | -62.01% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.07% | +1.35% | |
| 37 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.78% | +0.15% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | +0.05% | — | |
| 39 | JBL | Jabil Inc | Stock-Tech | 0.68% | -0.68% | EXIT | |
| 40 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.60% | +0.13% | — | |
| 41 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.55% | -0.55% | EXIT | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | +0.22% | +1.46% | |
| 43 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.52% | -0.04% | — | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.51% | +0.04% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.34% | EXIT | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.33% | -0.17% | -17.43% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.22% | -88.11% | |
| 48 | CTAS | Cintas CORP | Stock-Industrials | 0.30% | +0.07% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | -0.05% | +26.04% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | +0.03% | -2.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +3.9% | NEW | New buy |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +3.6% | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | +3.2% | NEW | New buy |
| 4 | FTNT | Fortinet Inc | +3.2% | NEW | New buy |
| 5 | MNST | Monster Beverage CORP | +2.7% | NEW | New buy |
| 6 | FFIV | F5 Inc | +2.7% | NEW | New buy |
| 7 | TPR | Tapestry Inc | +2.6% | NEW | New buy |
| 8 | CDNS | Cadence Design Sys Inc | +2.5% | +678.05% | Add |
| 9 | TRGP | Targa Resources CORP | +2.5% | NEW | New buy |
| 10 | MPC | Marathon Petroleum CORP | +2.4% | +1624.16% | Add |
| 11 | TXN | Texas Instruments Inc | +2.4% | NEW | New buy |
| 12 | IBKR | Interactive Brokers Gro-cl A | +2.4% | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | +2.4% | +1158.50% | Add |
| 14 | DELL | Dell Technologies -c | +2.2% | +265.28% | Add |
| 15 | AMAT | Applied Materials Inc | +2.2% | +58.17% | Add |
| 16 | QCOM | Qualcomm Inc | +2% | NEW | New buy |
| 17 | CFG | Citizens Financial Group | +1.9% | NEW | New buy |
| 18 | MAR | Marriott International -cl A | +1.7% | NEW | New buy |
| 19 | HLT | Hilton Worldwide Holdings In | +1.7% | NEW | New buy |
| 20 | ROST | Ross Stores Inc | +1.6% | NEW | New buy |
| 21 | ANET | Arista Networks Inc | +1.6% | +118.42% | Add |
| 22 | MS | Morgan Stanley | +1.5% | +169.17% | Add |
| 23 | AVGO | Broadcom Inc | +1.2% | +93.93% | Add |
| 24 | EBAY | Ebay Inc | +0.8% | NEW | New buy |
| 25 | JBL | Jabil Inc | +0.7% | NEW | New buy |
| 26 | HWM | Howmet Aerospace Inc | +0.6% | NEW | New buy |
| 27 | ITOT | Ishares Core S&p Total U.s. | +0.2% | NEW | New buy |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 29 | CAT | Caterpillar Inc | +0.1% | +26.04% | Add |
| 30 | ARBK | Argo Blockchain PLC | +0.1% | NEW | New buy |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | -17.43% | Trim |
| 32 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -0.60% | Trim |
| 34 | MO | Altria Group Inc | 0% | — | Unchanged |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | -6.85% | Trim |
| 36 | CINF | Cincinnati Financial CORP | 0% | — | Unchanged |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -11.44% | Trim |
| 38 | PTRB | Pgim Total Return Bond ETF | 0% | +5.03% | Add |
| 39 | SO | Southern Co/the | 0% | +0.46% | Add |
| 40 | WMB | Williams Cos Inc | 0% | -2.18% | Trim |
| 41 | ABBV | Abbvie Inc | 0% | -4.45% | Trim |
| 42 | PM | Philip Morris International | 0% | -2.77% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +4.24% | Add |
| 44 | XLC | Ss Comm Select Sector Spdr | -0.1% | -9.89% | Trim |
| 45 | VRSN | Verisign Inc | -0.1% | -12.71% | Trim |
| 46 | PWR | Quanta Services Inc | -0.1% | -29.32% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.1% | +1.35% | Add |
| 48 | SLV | Ishares Silver Trust | -0.1% | — | Unchanged |
| 49 | CTAS | Cintas CORP | -0.1% | — | Unchanged |
| 50 | CBOE | Cboe Global Markets Inc | -0.1% | -20.25% | Trim |
According to official SEC Form 13F filings, Axecap Investments, LLC reported a total U.S. public equity portfolio value of $168.7M across 73 disclosed positions in Q2 2026.
During Q2 2026, Axecap Investments, LLC's top holdings by market value included AAPL (4.3%)、PANW (3.9%)、KLAC (3.6%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q2 2026, Axecap Investments, LLC made 82 total portfolio adjustments, initiating 21 new buys, adding to 16 positions, trimming 28 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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