Axiom Investment Management LLC
Long book
$131.5M
Q1 2026
Positions
386
Top-10 weight
36%
concentration
Last quarter
+13.4%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsAxiom Investment Management LLC is an institutional manager, running a $131.5M US long book across 386 positions.
The portfolio is moderately concentrated (top 10 ≈ 36% of the book). Current anchor positions: UNION PACIFIC CORP, APPLE INC, PROSHARES SHORT S&P500, QUANTA SERVICES INC, M & T BANK CORP.
Signal value of individual moves is limited — treat changes as weak evidence.
Sector allocation
Industrials 28%
Technology 23%
Financials 14%
Healthcare 8%
Utilities 7%
Services media 6%
Materials 5%
Consumer discretionary 4%
Long book by quarter
What does Axiom Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| UNP UNION PACIFIC CORP | Industrials | 37.7K | $9.2M | 7.0% | Held |
| AAPL APPLE INC | Technology | 29.2K | $7.4M | 5.6% | Held |
| PWR QUANTA SERVICES INC | Industrials | 7.3K | $4.0M | 3.0% | Held |
| MTB M & T BANK CORP | Financials | 18.6K | $3.8M | 2.9% | Held |
| MSFT MICROSOFT CORP | Technology | 8.5K | $3.1M | 2.4% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 13.7K | $3.1M | 2.4% | Held |
| B BARRICK MINING CORP | Materials | 68.8K | $2.8M | 2.1% | Held |
| NVDA NVIDIA CORP | Technology | 14.1K | $2.5M | 1.9% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 7.1K | $2.4M | 1.8% | Held |
| OMC OMNICOM GROUP | Services media | 31.5K | $2.4M | 1.8% | Held |
| MELI MERCADOLIBRE INC | Services media | 1.3K | $2.2M | 1.7% | Held |
| GLW CORNING INC | Industrials | 13.6K | $1.8M | 1.4% | Held |
| ET ENERGY TRANSFER LP | Utilities | 90.9K | $1.8M | 1.3% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 43.8K | $1.7M | 1.3% | Held |
| RTX RTX CORP | Industrials | 8.6K | $1.7M | 1.3% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 5.6K | $1.6M | 1.2% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.6K | $1.6M | 1.2% | Held |
| HII HUNTINGTON INGALLS INDUSTRIE | Industrials | 3.9K | $1.5M | 1.1% | Held |
| MYRG MYR GROUP INC/DELAWARE | Industrials | 5.0K | $1.4M | 1.1% | Held |
| WCN WASTE CONNECTIONS INC | Utilities | 8.4K | $1.4M | 1.0% | Held |
| LLY ELI LILLY & CO | Healthcare | 1.4K | $1.3M | 1.0% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 16.6K | $1.3M | 1.0% | Held |
| C CITIGROUP INC | Financials | 11.3K | $1.3M | 1.0% | Held |
| GD GENERAL DYNAMICS CORP | Industrials | 3.7K | $1.3M | 1.0% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 4.4K | $1.3M | 1.0% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.6K | $1.3M | 1.0% | Held |
| BAC BANK OF AMERICA CORP | Financials | 25.5K | $1.2M | 0.9% | Held |
| NOC NORTHROP GRUMMAN CORP | Technology | 1.8K | $1.2M | 0.9% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.8K | $1.2M | 0.9% | Held |
| GE GENERAL ELECTRIC | Industrials | 3.7K | $1.0M | 0.8% | Held |
| ABBV ABBVIE INC | Healthcare | 4.7K | $1.0M | 0.8% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.8K | $937K | 0.7% | Held |
| BX BLACKSTONE INC | Financials | 7.8K | $897K | 0.7% | Held |
| GEV GE VERNOVA INC | Industrials | 995 | $869K | 0.7% | Held |
| MRK MERCK & CO. INC. | Healthcare | 7.2K | $868K | 0.7% | Held |
| MTD METTLER-TOLEDO INTERNATIONAL | Healthcare | 676 | $853K | 0.6% | Held |
| WMT WALMART INC | Consumer discretionary | 6.6K | $825K | 0.6% | Held |
| WFC WELLS FARGO & CO | Financials | 8.6K | $687K | 0.5% | Held |
| GILD GILEAD SCIENCES INC | Healthcare | 4.9K | $677K | 0.5% | Held |
| AVGO BROADCOM INC | Technology | 2.1K | $642K | 0.5% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 4.3K | $623K | 0.5% | Held |
| OKE ONEOK INC | Utilities | 6.5K | $585K | 0.4% | Held |
| KKR KKR & CO INC | Financials | 6.0K | $555K | 0.4% | Held |
| ELV ELEVANCE HEALTH INC | Financials | 1.9K | $542K | 0.4% | Held |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | Communications | 6.0K | $510K | 0.4% | Held |
| CPNG COUPANG INC | Consumer discretionary | 26.6K | $502K | 0.4% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 3.0K | $496K | 0.4% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 6.2K | $472K | 0.4% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 1.4K | $466K | 0.4% | Held |
| WPM WHEATON PRECIOUS METALS CORP | Materials | 3.4K | $445K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 26, 2026 | 3956 | $131.5M | canonical | SEC ↗ |
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