Axecap Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Axecap Investments, LLC reported 69 stock positions worth $145.3 million. Its top holding was Nvidia (NVDA) at 4.8% of the portfolio, followed by Apple (AAPL, 4.7%) and Lam Research (LRCX, 4.6%). Compared with Q4 2025, it opened 18 new positions, sold out of 22, added to 20 and reduced 23. The biggest buy was a new position in Analog Devices (ADI) and the biggest sale Microsoft (MSFT, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- MASON, OH
- CIK
- 0002030036
- Portfolio Value
- $145.3M (Q1 2026)
- SEC Filing
- 0002030036-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 69 stocks · $145.3M
| NVDA Nvidia Corp. | 4.78% | 39,808 | $6.9M | Add +17.5% |
| AAPL Apple Inc. | 4.69% | 26,879 | $6.8M | Add +200.3% |
| LRCX Lam Research Corp. | 4.64% | 31,553 | $6.7M | Reduce -32.3% |
| KLAC KLA Corp. | 4.63% | 4,566 | $6.7M | Add +60.0% |
| GOOG Alphabet Inc. Class C | 4.53% | 22,971 | $6.6M | Reduce -9.7% |
| ADI Analog Devices Inc. | 4.48% | 20,469 | $6.5M | New |
| CSCO Cisco Systems Inc. | 4.34% | 81,278 | $6.3M | New |
| VLO Valero Energy Corp. | 4.10% | 24,124 | $6.0M | Add +7.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.37% | 41,309 | $4.9M | Add +60.1% |
| RTX RTX Corp. | 3.15% | 23,738 | $4.6M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 2.87% | 14,165 | $4.2M | Add +13.1% |
| PAHC Phibro Animal Health Corp. Class A | 2.65% | 69,643 | $3.9M | Reduce -18.0% |
| WMT Walmart Inc. | 2.50% | 29,272 | $3.6M | Add +1.1% |
| LHX L3HARRIS Technologies Inc. | 2.39% | 10,073 | $3.5M | Reduce -8.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.35% | 21,424 | $3.4M | Add +5.9% |
| C Citigroup Inc. | 2.35% | 30,162 | $3.4M | Add +25.3% |
| ACAD Acadia Pharmaceuticals Inc. | 2.34% | 152,910 | $3.4M | Add +11.9% |
| CAH Cardinal Health Inc. | 2.26% | 15,545 | $3.3M | Add +34.7% |
| CHRW C.H. Robinson Worldwide Inc. | 2.25% | 19,695 | $3.3M | New |
| HIG Hartford Insurance Group Inc. | 2.25% | 24,133 | $3.3M | New |
| GS Goldman Sachs Group Inc. | 2.24% | 3,843 | $3.3M | Add +162.3% |
| NRG NRG Energy Inc. | 2.22% | 22,122 | $3.2M | Add +14.4% |
| HAS Hasbro Inc. | 2.21% | 34,336 | $3.2M | New |
| MCK McKesson Corp. | 2.06% | 3,457 | $3.0M | Add +21.0% |
| ETR Entergy Corp. | 1.59% | 20,539 | $2.3M | New |
| STLD Steel Dynamics Inc. | 1.42% | 11,497 | $2.1M | New |
| COR Cencora Inc. | 1.33% | 6,160 | $1.9M | Reduce -4.3% |
| AVGO Broadcom Inc. | 1.31% | 6,174 | $1.9M | Reduce -61.8% |
| AMAT Applied Materials Inc. | 1.31% | 5,572 | $1.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 2,762 | $1.8M | Add +5.8% |
| AMD Advanced Micro Devices | 1.20% | 8,580 | $1.7M | New |
| ANET Arista Networks Inc. | 1.09% | 12,949 | $1.6M | Reduce -57.1% |
| MU Micron Technology Inc. | 1.04% | 4,472 | $1.5M | New |
| PG The Procter & Gamble Co. | 0.93% | 9,394 | $1.4M | Reduce -27.1% |
| MS Morgan Stanley | 0.88% | 7,752 | $1.3M | Reduce -41.6% |
| AMZN Amazon.com Inc. | 0.87% | 6,079 | $1.3M | Reduce -11.7% |
| MPWR Monolithic Power Systems Inc. | 0.77% | 1,027 | $1.1M | New |
| ROL Rollins Inc. | 0.70% | 18,977 | $1.0M | New |
| GE General Electric filed as GE AEROSPACE | 0.68% | 3,507 | $995K | Add +27.6% |
| MSFT Microsoft Corp. | 0.64% | 2,528 | $936K | Reduce -85.4% |
| CINF Cincinnati Financial Corp. | 0.55% | 5,060 | $796K | No change |
| XOM Exxon Mobil Corp. | 0.52% | 4,464 | $757K | Add +0.3% |
| ELV Elevance Health Inc. | 0.48% | 2,396 | $701K | No change |
| CTAS Cintas Corp. | 0.38% | 3,228 | $546K | No change |
| CDNS Cadence Design SYS Inc. | 0.34% | 1,781 | $495K | New |
| DELL Dell Technologies -C | 0.33% | 2,938 | $482K | New |
| PM Philip Morris International | 0.32% | 2,856 | $472K | Reduce -71.3% |
| MDT Medtronic PLC | 0.31% | 5,146 | $446K | No change |
| ABBV Abbvie Inc. | 0.31% | 2,044 | $445K | Reduce -87.5% |
| SMH Vaneck Semiconductor ETF | 0.29% | 1,113 | $427K | Reduce -70.5% |
| GOOGL Alphabet Inc. Class A | 0.29% | 1,468 | $422K | Reduce -2.6% |
| KR Kroger Co. | 0.25% | 5,006 | $362K | Reduce -0.4% |
| IAU iShares Gold Trust | 0.25% | 4,105 | $362K | Reduce -67.1% |
| PWR Quanta Services Inc. | 0.20% | 532 | $292K | No change |
| CBOE Cboe Global Markets Inc. | 0.20% | 1,037 | $291K | Reduce -94.3% |
| LLY Eli Lilly & Co. | 0.19% | 306 | $281K | No change |
| SLV iShares Silver Trust | 0.19% | 4,006 | $273K | No change |
| CAT Caterpillar Inc. | 0.19% | 384 | $272K | Reduce -77.1% |
| PTRB Pgim Total Return Bond ETF | 0.18% | 6,386 | $265K | Add +10.5% |
| MPC Marathon Petroleum Corp. | 0.18% | 1,072 | $262K | New |
| VRSN Verisign Inc. | 0.17% | 1,015 | $252K | Reduce -96.3% |
| IVV iShares Core S&P 500 ETF | 0.16% | 365 | $238K | Reduce -80.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.16% | 501 | $232K | No change |
| XLC SS Comm Select Sector SPDR | 0.16% | 2,093 | $232K | New |
| SO The Southern Co. | 0.16% | 2,382 | $230K | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 1,405 | $206K | Reduce -89.3% |
| ITA iShares U.S. Aerospace & Def | 0.14% | 931 | $204K | Reduce -78.2% |
| MO Altria Group Inc. | 0.14% | 3,082 | $203K | New |
| WMB Williams Cos Inc. | 0.14% | 2,754 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -85.4% | 0.64% | −4.51 |
| VRSN Verisign Inc. | Reduce -96.3% | 0.17% | −3.97 |
| CBOE Cboe Global Markets Inc. | Reduce -94.3% | 0.20% | −2.64 |
| T AT&T Inc. | Sold out | 0.00% | −2.48 |
| AVGO Broadcom Inc. | Reduce -61.8% | 1.31% | −2.14 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −2.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −2.02 |
| ABBV Abbvie Inc. | Reduce -87.5% | 0.31% | −1.99 |
| CCBG Capital City Bank Group Inc. | Sold out | 0.00% | −1.60 |
| TTE Totalenergies SE | Sold out | 0.00% | −1.60 |
| UNTY Unity Bancorp Inc. | Sold out | 0.00% | −1.56 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.37 |
| ANET Arista Networks Inc. | Reduce -57.1% | 1.09% | −1.34 |
| PLTR Palantir Technologies Inc. Class A | Reduce -89.3% | 0.14% | −1.29 |
| VLGEA Village Super Market Class A | Sold out | 0.00% | −1.07 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.85 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.74 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.72 |
| PM Philip Morris International | Reduce -71.3% | 0.32% | −0.66 |
| IVV iShares Core S&P 500 ETF | Reduce -80.9% | 0.16% | −0.64 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.62 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.62 |
| MS Morgan Stanley | Reduce -41.6% | 0.88% | −0.57 |
| SMH Vaneck Semiconductor ETF | Reduce -70.5% | 0.29% | −0.55 |
| TDS Telephone and Data Systems | Sold out | 0.00% | −0.51 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.48 |
| ITA iShares U.S. Aerospace & Def | Reduce -78.2% | 0.14% | −0.42 |
| CAT Caterpillar Inc. | Reduce -77.1% | 0.19% | −0.41 |
| GOOG Alphabet Inc. Class C | Reduce -9.7% | 4.53% | −0.39 |
| IAU iShares Gold Trust | Reduce -67.1% | 0.25% | −0.38 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.35 |
| LRCX Lam Research Corp. | Reduce -32.3% | 4.64% | −0.28 |
| LADR Ladder Capital Corp.-REIT | Sold out | 0.00% | −0.26 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -27.1% | 0.93% | −0.21 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.17 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -11.7% | 0.87% | −0.11 |
| COR Cencora Inc. | Reduce -4.3% | 1.33% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 0.29% | −0.00 |
| KR Kroger Co. | Reduce -0.4% | 0.25% | +0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -8.3% | 2.39% | +0.40 |
| PAHC Phibro Animal Health Corp. Class A | Reduce -18.0% | 2.65% | +0.69 |
Portfolio Buys Q4 2025 → Q1 2026
| ADI Analog Devices Inc. | New | 4.48% | +4.48 |
| CSCO Cisco Systems Inc. | New | 4.34% | +4.34 |
| AAPL Apple Inc. | Add +200.3% | 4.69% | +3.19 |
| KLAC KLA Corp. | Add +60.0% | 4.63% | +2.49 |
| CHRW C.H. Robinson Worldwide Inc. | New | 2.25% | +2.25 |
| HIG Hartford Insurance Group Inc. | New | 2.25% | +2.25 |
| HAS Hasbro Inc. | New | 2.21% | +2.21 |
| VLO Valero Energy Corp. | Add +7.5% | 4.10% | +1.85 |
| ETR Entergy Corp. | New | 1.59% | +1.59 |
| BNY Bank of New York Mellon Corp. | Add +60.1% | 3.37% | +1.52 |
| GS Goldman Sachs Group Inc. | Add +162.3% | 2.24% | +1.44 |
| STLD Steel Dynamics Inc. | New | 1.42% | +1.42 |
| AMAT Applied Materials Inc. | New | 1.31% | +1.31 |
| AMD Advanced Micro Devices | New | 1.20% | +1.20 |
| MU Micron Technology Inc. | New | 1.04% | +1.04 |
| NVDA Nvidia Corp. | Add +17.5% | 4.78% | +0.88 |
| CAH Cardinal Health Inc. | Add +34.7% | 2.26% | +0.80 |
| MPWR Monolithic Power Systems Inc. | New | 0.77% | +0.77 |
| ROL Rollins Inc. | New | 0.70% | +0.70 |
| C Citigroup Inc. | Add +25.3% | 2.35% | +0.62 |
| MCK McKesson Corp. | Add +21.0% | 2.06% | +0.61 |
| RTX RTX Corp. | Add +3.4% | 3.15% | +0.55 |
| WMT Walmart Inc. | Add +1.1% | 2.50% | +0.51 |
| TJX TJX Companies Inc. | Add +5.9% | 2.35% | +0.44 |
| JPM JPMorgan Chase & Co. | Add +13.1% | 2.87% | +0.38 |
| CDNS Cadence Design SYS Inc. | New | 0.34% | +0.34 |
| DELL Dell Technologies -C | New | 0.33% | +0.33 |
| NRG NRG Energy Inc. | Add +14.4% | 2.22% | +0.32 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.52% | +0.19 |
| MPC Marathon Petroleum Corp. | New | 0.18% | +0.18 |
| GE General Electric | Add +27.6% | 0.68% | +0.16 |
| XLC SS Comm Select Sector SPDR | New | 0.16% | +0.16 |
| MO Altria Group Inc. | New | 0.14% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.8% | 1.24% | +0.14 |
| WMB Williams Cos Inc. | New | 0.14% | +0.14 |
| ACAD Acadia Pharmaceuticals Inc. | Add +11.9% | 2.34% | +0.09 |
| PTRB Pgim Total Return Bond ETF | Add +10.5% | 0.18% | +0.03 |
| SO The Southern Co. | Add +0.2% | 0.16% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $180.8M | AAPL, PANW, KLAC, LRCX, CRWD |
| Q1 2026 | 69 | $145.3M | NVDA, AAPL, LRCX, KLAC, GOOG |
| Q4 2025 | 73 | $162.1M | MSFT, GOOG, LRCX, VRSN, NVDA |
| Q3 2025 | 83 | $161.9M | FFIV, VRSN, TMUS, GOOG, NVDA |
| Q2 2025 | 72 | $153.5M | TMUS, PANW, FTNT, FFIV, TRGP |
| Q1 2025 | 70 | $118.0M | TMUS, MSI, FTNT, AVGO, ABBV |
| Q4 2024 | 70 | $132.8M | AVGO, PKG, NOW, TMUS, MSI |
| Q3 2024 | 74 | $131.9M | NVDA, CEG, ABBV, PKG, AVGO |