Axiom Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Axiom Investment Management LLC reported 526 stock positions worth $149.6 million. Its top holding was Union Pacific (UNP) at 6.9% of the portfolio, followed by Apple (AAPL, 5.5%) and Micron Technology (MU, 4.3%). Compared with Q1 2026, it opened 154 new positions, sold out of 12, added to 98 and reduced 88. The biggest buy was SS Health Care Select Sector (XLV, shares +7215%) and the biggest sale Proshares Short S&P500 (SH, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001513703
- Portfolio Value
- $149.6M (Q2 2026)
- SEC Filing
- 0001398344-26-013168 ↗ filed Jul 31, 2026
Holdings Value
Holdings 526 stocks · $149.6M
| UNP Union Pacific Corp. | 6.87% | 37,779 | $10.3M | Add +0.2% |
| AAPL Apple Inc. | 5.45% | 28,190 | $8.2M | Reduce -3.5% |
| MU Micron Technology Inc. | 4.32% | 5,595 | $6.5M | Reduce -20.8% |
| PWR Quanta Services Inc. | 3.47% | 7,221 | $5.2M | Reduce -0.7% |
| SH Proshares Short S&P500 | 3.04% | 137,921 | $4.6M | Reduce -26.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.72% | 89,900 | $4.1M | Add +7.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 2.35% | 14,762 | $3.5M | Reduce -20.5% |
| GLW Corning Inc. | 2.32% | 13,572 | $3.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 4,567 | $3.4M | Reduce -0.7% |
| MSFT Microsoft Corp. | 2.10% | 8,406 | $3.1M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.91% | 14,293 | $2.9M | Add +1.4% |
| XLF SS Financial Select Sector | 1.76% | 49,078 | $2.6M | Add +183.8% |
| B Barrick Mining Corp. | 1.68% | 68,267 | $2.5M | Reduce -0.7% |
| MYRG MYR Group Inc./Delaware | 1.67% | 5,000 | $2.5M | No change |
| OMC Omnicom Group | 1.54% | 31,547 | $2.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.39% | 2,830 | $2.1M | Add +2.6% |
| GLD SPDR Gold Shares | 1.39% | 5,629 | $2.1M | No change |
| PFE Pfizer Inc. | 1.38% | 86,053 | $2.1M | Add +695.2% |
| XLV SS Health Care Select Sector | 1.32% | 12,435 | $2.0M | Add +7214.7% |
| CSCO Cisco Systems Inc. | 1.24% | 15,749 | $1.8M | Reduce -4.9% |
| LLY Eli Lilly & Co. | 1.12% | 1,400 | $1.7M | Reduce -0.8% |
| XLP SS Consumer Staples Sel Sect | 1.09% | 19,689 | $1.6M | Add +13114.1% |
| EPD Enterprise Products Partners | 1.08% | 43,774 | $1.6M | No change |
| GOOGL Alphabet Inc. Class A | 1.04% | 4,348 | $1.6M | Reduce -0.2% |
| C Citigroup Inc. | 1.03% | 11,013 | $1.5M | Reduce -2.3% |
| BAC Bank of America Corp. | 1.01% | 26,578 | $1.5M | Add +4.1% |
| HON Honeywell International Inc. | 1.00% | 6,716 | $1.5M | Reduce -1.9% |
| HONA Honeywell Aerospace Inc. | 0.99% | 6,716 | $1.5M | Reduce -1.9% |
| WCN Waste Connections Inc. | 0.94% | 8,400 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.93% | 4,248 | $1.4M | Reduce -23.9% |
| GE General Electric filed as GE AEROSPACE | 0.92% | 3,668 | $1.4M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.91% | 5,695 | $1.4M | Reduce -2.0% |
| BMY Bristol-Myers Squibb Co. | 0.90% | 23,292 | $1.3M | Add +1579.3% |
| MELI MercadoLibre Inc. | 0.88% | 772 | $1.3M | Reduce -39.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 2,597 | $1.3M | Reduce -0.6% |
| ET Energy Transfer LP | 0.86% | 67,412 | $1.3M | Reduce -25.8% |
| ABBV Abbvie Inc. | 0.81% | 4,806 | $1.2M | Add +2.4% |
| ED Consolidated Edison Inc. | 0.79% | 10,720 | $1.2M | Add +2044.0% |
| GEV GE Vernova Inc. | 0.78% | 996 | $1.2M | Add +0.1% |
| TEVA Teva Pharmaceutical-SP ADR | 0.68% | 30,232 | $1.0M | Reduce -5.6% |
| JNJ Johnson & Johnson | 0.68% | 3,978 | $1.0M | Add +3.8% |
| BX Blackstone Inc. | 0.61% | 7,804 | $918K | Add +0.0% |
| T AT&T Inc. | 0.57% | 41,435 | $858K | Add +218.1% |
| MRK Merck & Co. Inc. | 0.55% | 6,417 | $825K | Reduce -11.1% |
| GILD Gilead Sciences Inc. | 0.54% | 6,343 | $801K | Add +30.6% |
| GDX Vaneck Gold Miners ETF | 0.51% | 10,184 | $768K | No change |
| WMT Walmart Inc. | 0.50% | 6,639 | $752K | No change |
| AMD Advanced Micro Devices | 0.50% | 1,281 | $744K | Add +3.5% |
| ELV Elevance Health Inc. | 0.48% | 1,853 | $717K | No change |
| WFC Wells Fargo & Co. | 0.48% | 8,626 | $713K | No change |
| PSQ Proshares Short QQQ | 0.47% | 28,236 | $708K | Add +156.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 1,423 | $679K | Reduce -5.5% |
| NOK Nokia Corp.-Spon ADR | 0.45% | 50,611 | $672K | New |
| AVGO Broadcom Inc. | 0.42% | 1,679 | $634K | Reduce -19.0% |
| PG The Procter & Gamble Co. | 0.41% | 4,209 | $617K | Reduce -2.4% |
| INTC Intel Corp. | 0.40% | 4,328 | $604K | Add +7.5% |
| VTRS Viatris Inc. | 0.39% | 36,690 | $583K | Add +538.6% |
| MTD Mettler-Toledo International | 0.38% | 450 | $575K | Reduce -33.4% |
| FWONK Liberty Media Corp. Class C | 0.38% | 6,000 | $571K | No change |
| OKE Oneok Inc. | 0.38% | 6,468 | $562K | No change |
| KKR KKR & Co. Inc. | 0.37% | 6,000 | $551K | No change |
| CPNG Coupang Inc. | 0.35% | 30,316 | $527K | Add +14.0% |
| NVS Novartis AG-Sponsored ADR | 0.35% | 3,326 | $521K | No change |
| HD Home Depot Inc. | 0.34% | 1,455 | $513K | Add +2.7% |
| KO The Coca-Cola Co. | 0.34% | 6,289 | $511K | Add +1.4% |
| VICR Vicor Corp. | 0.33% | 1,300 | $494K | No change |
| AMAT Applied Materials Inc. | 0.30% | 612 | $442K | Reduce -0.3% |
| BXSL Blackstone Secured Lending F | 0.29% | 18,500 | $439K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.29% | 7,019 | $437K | No change |
| FCX Freeport-McMoran Inc. | 0.29% | 6,907 | $434K | Add +6.6% |
| XLK SS Technology Select Sector | 0.28% | 2,193 | $418K | Reduce -8.4% |
| COPX Global X Copper Miners ETF | 0.28% | 5,400 | $416K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.26% | 743 | $388K | Add +4.2% |
| WPM Wheaton Precious Metals Corp. | 0.26% | 3,400 | $382K | No change |
| ADI Analog Devices Inc. | 0.24% | 912 | $362K | Reduce -4.2% |
| CCS Century Communities Inc. | 0.24% | 5,000 | $358K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 714 | $358K | Add +3.3% |
| V Visa Inc. Class A | 0.23% | 1,015 | $348K | Add +13.5% |
| ICE Intercontinental Exchange Inc. | 0.23% | 2,803 | $345K | Add +2.2% |
| UL Unilever PLC-Sponsored ADR | 0.23% | 5,614 | $338K | Add +7.5% |
| MS Morgan Stanley | 0.22% | 1,608 | $336K | Add +14.9% |
| KLAC KLA Corp. | 0.22% | 1,111 | $335K | Reduce -4.2% |
| SOLS Solstice Adv Materials Inc. | 0.22% | 3,698 | $328K | Reduce -7.5% |
| ABT Abbott Laboratories | 0.22% | 3,586 | $325K | No change |
| APH Amphenol Corp. Class A | 0.22% | 1,842 | $325K | Add +3.5% |
| AEM Agnico Eagle Mines Ltd. | 0.22% | 2,083 | $323K | Add +10.6% |
| PANW Palo Alto Networks Inc. | 0.21% | 918 | $313K | Reduce -9.1% |
| XLY SS Consumer Disc Select Sect | 0.21% | 2,669 | $313K | No change |
| MRVL Marvell Technology Inc. | 0.20% | 1,010 | $301K | Reduce -45.9% |
| BNY Bank of New York Mellon Corp. | 0.20% | 2,064 | $298K | Add +129.3% |
| WM Waste Management Inc. | 0.20% | 1,338 | $298K | Reduce -0.9% |
| SCHW Schwab (charles) Corp. | 0.20% | 3,229 | $298K | Add +0.0% |
| PM Philip Morris International | 0.19% | 1,612 | $292K | Reduce -46.3% |
| MA Mastercard Inc. Class A | 0.19% | 567 | $291K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.19% | 796 | $281K | No change |
| SA Seabridge Gold Inc. | 0.19% | 10,900 | $281K | No change |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | 0.18% | 9,960 | $276K | Add +23.1% |
| AMH American Homes 4 Rent- A | 0.18% | 8,000 | $268K | No change |
| WMB Williams Cos Inc. | 0.18% | 3,597 | $267K | No change |
| VZ Verizon Communications Inc. | 0.18% | 6,304 | $267K | Add +7.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $10K (not counted above)
Total filed on the 13F, all lines: $149.7M.
Portfolio Sells Q1 2026 → Q2 2026
| SH Proshares Short S&P500 | Reduce -26.9% | 3.04% | −2.40 |
| HON Honeywell International Inc. | Reduce -1.9% | 1.00% | −1.35 |
| RTX RTX Corp. | Reduce -95.3% | 0.05% | −1.21 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −1.18 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −1.12 |
| GD General Dynamics Corp. | Reduce -94.6% | 0.05% | −0.91 |
| NOC Northrop Grumman Corp. | Reduce -94.5% | 0.03% | −0.90 |
| MELI MercadoLibre Inc. | Reduce -39.5% | 0.88% | −0.80 |
| MTB M & T Bank Corp. | Reduce -20.5% | 2.35% | −0.57 |
| ET Energy Transfer LP | Reduce -25.8% | 0.86% | −0.47 |
| B Barrick Mining Corp. | Reduce -0.7% | 1.68% | −0.46 |
| JPM JPMorgan Chase & Co. | Reduce -23.9% | 0.93% | −0.32 |
| MSFT Microsoft Corp. | Reduce -1.0% | 2.10% | −0.30 |
| MTD Mettler-Toledo International | Reduce -33.4% | 0.38% | −0.26 |
| AAPL Apple Inc. | Reduce -3.5% | 5.45% | −0.19 |
| PM Philip Morris International | Reduce -46.3% | 0.19% | −0.18 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.17 |
| HONA Honeywell Aerospace Inc. | Reduce -1.9% | 0.99% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -11.1% | 0.55% | −0.11 |
| MO Altria Group Inc. | Reduce -58.2% | 0.07% | −0.11 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -6.9% | 0.16% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.87% | −0.08 |
| JD Jd.com Inc.-ADR | Reduce -10.2% | 0.15% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| AVGO Broadcom Inc. | Reduce -19.0% | 0.42% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.41% | −0.06 |
| CRM Salesforce Inc. | Reduce -21.3% | 0.08% | −0.06 |
| ZTS Zoetis Inc. | Reduce -62.0% | 0.02% | −0.06 |
| UNG US Natural Gas Fund LP | Reduce -24.1% | 0.12% | −0.06 |
| BTI British American Tob-SP ADR | Reduce -27.1% | 0.12% | −0.06 |
| COP Conocophillips | Reduce -0.7% | 0.12% | −0.05 |
| J Jacobs Solutions Inc. | Reduce -33.0% | 0.08% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -50.3% | 0.05% | −0.05 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -5.6% | 0.68% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -19.9% | 0.17% | −0.05 |
| COIN Coinbase Global Inc. Class A | Reduce -2.0% | 0.12% | −0.05 |
| MDT Medtronic PLC | Reduce -69.0% | 0.01% | −0.04 |
| NKE Nike Inc. Class B | Reduce -58.4% | 0.02% | −0.04 |
| WM Waste Management Inc. | Reduce -0.9% | 0.20% | −0.04 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.03 |
| NWN Northwest Natural Holding Co. | Reduce -27.8% | 0.03% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.19% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.09% | −0.02 |
| GSK GSK PLC-Spon ADR | Reduce -16.7% | 0.04% | −0.02 |
| AXP American Express Co. | Reduce -8.4% | 0.16% | −0.02 |
| ODFL Old Dominion Freight Line | Reduce -31.8% | 0.03% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -2.3% | 0.09% | −0.02 |
| GAP The Gap Inc. | Sold out | 0.00% | −0.02 |
| AON Aon PLC Class A | Reduce -0.3% | 0.13% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| XLV SS Health Care Select Sector | Add +7214.7% | 1.32% | +1.30 |
| PFE Pfizer Inc. | Add +695.2% | 1.38% | +1.15 |
| XLF SS Financial Select Sector | Add +183.8% | 1.76% | +1.11 |
| XLP SS Consumer Staples Sel Sect | Add +13114.1% | 1.09% | +1.08 |
| BMY Bristol-Myers Squibb Co. | Add +1579.3% | 0.90% | +0.83 |
| ED Consolidated Edison Inc. | Add +2044.0% | 0.79% | +0.75 |
| NOK Nokia Corp.-Spon ADR | New | 0.45% | +0.45 |
| VTRS Viatris Inc. | Add +538.6% | 0.39% | +0.33 |
| AMD Advanced Micro Devices | Add +3.5% | 0.50% | +0.31 |
| T AT&T Inc. | Add +218.1% | 0.57% | +0.29 |
| INTC Intel Corp. | Add +7.5% | 0.40% | +0.27 |
| PSQ Proshares Short QQQ | Add +156.7% | 0.47% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 1.39% | +0.18 |
| OMDA Omada Health Inc. | Add +950.0% | 0.15% | +0.14 |
| GEV GE Vernova Inc. | Add +0.1% | 0.78% | +0.12 |
| BNY Bank of New York Mellon Corp. | Add +129.3% | 0.20% | +0.12 |
| AZO AutoZone Inc. | New | 0.11% | +0.11 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.10% | +0.10 |
| WBD Warner Bros Discovery Inc. | Add +313.7% | 0.11% | +0.08 |
| BAC Bank of America Corp. | Add +4.1% | 1.01% | +0.07 |
| YPF YPF S.A.-Sponsored ADR | New | 0.06% | +0.06 |
| IR Ingersoll-Rand Inc. | Add +253.8% | 0.09% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +12.8% | 0.17% | +0.06 |
| CRSP Crispr Therapeutics AG | New | 0.06% | +0.06 |
| IBB iShares Biotechnology ETF | New | 0.05% | +0.05 |
| MS Morgan Stanley | Add +14.9% | 0.22% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.1% | 0.16% | +0.05 |
| APH Amphenol Corp. Class A | Add +3.5% | 0.22% | +0.05 |
| TXN Texas Instruments Inc. | Add +24.2% | 0.11% | +0.04 |
| XBI SS SPDR S&P Biotech ETF | Add +196.1% | 0.06% | +0.04 |
| COR Cencora Inc. | Add +97.4% | 0.12% | +0.04 |
| NVDA Nvidia Corp. | Add +1.4% | 1.91% | +0.04 |
| PFGC Performance Food Group Co. | New | 0.04% | +0.04 |
| GSBD Goldman Sachs BDC Inc. | New | 0.04% | +0.04 |
| SYK Stryker Corp. | New | 0.04% | +0.04 |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | Add +23.1% | 0.18% | +0.03 |
| ABBV Abbvie Inc. | Add +2.4% | 0.81% | +0.03 |
| AM Antero Midstream Corp. | New | 0.03% | +0.03 |
| RBA RB Global Inc. | Add +39.3% | 0.09% | +0.03 |
| V Visa Inc. Class A | Add +13.5% | 0.23% | +0.03 |
| JCI Johnson Controls Internation | New | 0.03% | +0.03 |
| DOC Healthpeak Properties Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | New | 0.02% | +0.02 |
| DVN Devon Energy Corp. | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | Add +30.6% | 0.54% | +0.02 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| PAVE Global X US Infrastructure | Add +89.9% | 0.04% | +0.02 |
| MRP Millrose Properties | New | 0.02% | +0.02 |
Notes & Other Activity Q1 2026 → Q2 2026
| NEUBERGER HIGH YIELD-RT | RIGHT 04/15/2026 | Sold out | 2,522 | $21before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.