CIK: 0001513703
Total reported value
$131.5M
Reporting period: 2026-03-31 · Number of holdings: 3956
Axiom Investment Management LLC disclosed 3956 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $131.5M and a quarterly turnover rate of 154.8%.
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Axiom Investment Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 48 equally-sized positions, well below its 3956 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.65), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 48% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
New buy UNP
New buy AAPL
New buy SH
New buy PWR
New buy MTB
New buy XLU
Showing top 200 holdings (of 3956 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | Stock-Industrials | 6.96% | +6.96% | NEW | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.64% | +5.64% | NEW | |
| 3 | SH | Proshares Short S&p500 | ETF-Other | 5.44% | +5.44% | NEW | |
| 4 | PWR | Quanta Services INC | Stock-Industrials | 3.04% | +3.04% | NEW | |
| 5 | MTB | M & T Bank CORP | Stock-Financials | 2.92% | +2.92% | NEW | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.92% | +2.92% | NEW | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +2.39% | NEW | |
| 8 | HON | Honeywell International INC | Stock-Industrials | 2.35% | +2.35% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +2.28% | NEW | |
| 10 | B | Barrick Mining CORP | Stock-Materials | 2.13% | +2.13% | NEW | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | +1.87% | NEW | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.84% | +1.84% | NEW | |
| 13 | MU | Micron Technology INC | Stock-Tech | 1.82% | +1.82% | NEW | |
| 14 | OMC | Omnicom Group | Stock-Comm Services | 1.81% | +1.81% | NEW | |
| 15 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.68% | +1.68% | NEW | |
| 16 | GLW | Corning INC | Stock-Tech | 1.40% | +1.40% | NEW | |
| 17 | ET | Energy Transfer LP | Stock-Energy | 1.33% | +1.33% | NEW | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 1.26% | +1.26% | NEW | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.26% | +1.26% | NEW | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +1.25% | NEW | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +1.21% | NEW | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.18% | +1.18% | NEW | |
| 23 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.12% | +1.12% | NEW | |
| 24 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.07% | +1.07% | NEW | |
| 25 | WCN | Waste Connections INC | Stock-Industrials | 1.04% | +1.04% | NEW | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.99% | NEW | |
| 27 | CSCO | Cisco Systems INC | Stock-Tech | 0.98% | +0.98% | NEW | |
| 28 | C | Citigroup INC | Stock-Financials | 0.97% | +0.97% | NEW | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.96% | +0.96% | NEW | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.95% | NEW | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | +0.95% | NEW | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.95% | NEW | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.94% | +0.94% | NEW | |
| 34 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.92% | +0.92% | NEW | |
| 35 | GE | General Electric | Stock-Industrials | 0.79% | +0.79% | NEW | |
| 36 | ABBV | Abbvie INC | Stock-Healthcare | 0.78% | +0.78% | NEW | |
| 37 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.73% | +0.73% | NEW | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | +0.71% | NEW | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.71% | +0.71% | NEW | |
| 40 | BX | Blackstone INC | Stock-Financials | 0.68% | +0.68% | NEW | |
| 41 | GEV | GE Vernova INC | Stock-Industrials | 0.66% | +0.66% | NEW | |
| 42 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.66% | +0.66% | NEW | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.65% | +0.65% | NEW | |
| 44 | MTD | Mettler-toledo International | Stock-Healthcare | 0.65% | +0.65% | NEW | |
| 45 | WMT | Walmart INC | Stock-Consumer Staples | 0.63% | +0.63% | NEW | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | +0.52% | NEW | |
| 47 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.51% | +0.52% | NEW | |
| 48 | AVGO | Broadcom INC | Stock-Tech | 0.49% | +0.49% | NEW | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | +0.47% | NEW | |
| 50 | OKE | Oneok INC | Stock-Energy | 0.44% | +0.44% | NEW |
Performance for Q3 2026
+0.7%
Performance Last 4 Quarters
+28.9%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3956 | $131.5M | 100 | |
| 2022-12-31 | 964 | $38.4M | 0 | |
| 2022-09-30 | 2098 | $50.0M | 0 | |
| 2022-06-30 | 941 | $34.8M | 0 | |
| 2022-03-31 | 1084 | $46.0M | 0 | |
| 2021-12-31 | 2020 | $103.2M | 0 | |
| 2021-09-30 | 2022 | $99.5M | 0 | |
| 2021-06-30 | 2197 | $128.9M | 98 | |
| 2021-03-31 | 2220 | $122.8M | 54 | |
| 2020-12-31 | 1786 | $109.9M | 36 | |
| 2020-09-30 | 1713 | $88.3M | 34 | |
| 2020-06-30 | 1605 | $75.6M | 46 | |
| 2020-03-31 | 1587 | $56.5M | 52 | |
| 2019-12-31 | 1867 | $69.7M | 82 | |
| 2019-09-30 | 8470 | $130.9M | 100 | |
| 2019-06-30 | 35413 | $554.2M | 17 | |
| 2019-03-31 | 33515 | $527.1M | 31 | |
| 2018-12-31 | 352 | $474.2M | 0 |
Axiom Investment Management LLC's most significant position changes for 2026-03-31: New buy: Union Pacific CORP (UNP); New buy: Apple INC (AAPL); New buy: Proshares Short S&p500 (SH); New buy: Quanta Services INC (PWR); New buy: M & T Bank CORP (MTB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | — | NEW | New buy |
| 2 | AAPL | Apple INC | — | NEW | New buy |
| 3 | SH | Proshares Short S&p500 | — | NEW | New buy |
| 4 | PWR | Quanta Services INC | — | NEW | New buy |
| 5 | MTB | M & T Bank CORP | — | NEW | New buy |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | HON | Honeywell International INC | — | NEW | New buy |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 10 | B | Barrick Mining CORP | — | NEW | New buy |
| 11 | NVDA | Nvidia CORP | — | NEW | New buy |
| 12 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 13 | MU | Micron Technology INC | — | NEW | New buy |
| 14 | OMC | Omnicom Group | — | NEW | New buy |
| 15 | MELI | Mercadolibre INC | — | NEW | New buy |
| 16 | GLW | Corning INC | — | NEW | New buy |
| 17 | ET | Energy Transfer LP | — | NEW | New buy |
| 18 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 19 | RTX | Rtx CORP | — | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 21 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 22 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 23 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 24 | MYRG | Myr Group Inc/delaware | — | NEW | New buy |
| 25 | WCN | Waste Connections INC | — | NEW | New buy |
| 26 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 27 | CSCO | Cisco Systems INC | — | NEW | New buy |
| 28 | C | Citigroup INC | — | NEW | New buy |
| 29 | GD | General Dynamics CORP | — | NEW | New buy |
| 30 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 32 | BAC | Bank Of America CORP | — | NEW | New buy |
| 33 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 34 | AMZN | Amazon.com INC | — | NEW | New buy |
| 35 | GE | General Electric | — | NEW | New buy |
| 36 | ABBV | Abbvie INC | — | NEW | New buy |
| 37 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 39 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 40 | BX | Blackstone INC | — | NEW | New buy |
| 41 | GEV | GE Vernova INC | — | NEW | New buy |
| 42 | MRK | Merck & Co. INC. | — | NEW | New buy |
| 43 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 44 | MTD | Mettler-toledo International | — | NEW | New buy |
| 45 | WMT | Walmart INC | — | NEW | New buy |
| 46 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 47 | GILD | Gilead Sciences INC | — | NEW | New buy |
| 48 | AVGO | Broadcom INC | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 50 | OKE | Oneok INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-26 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-02 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-18 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-20 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2021-03-16 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2020-10-23 | 13F-HR | View on EDGAR |
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