Axiom Investment Management LLC holds a diversified book of 528 reported positions worth $149.7M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 5 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Apple Inc. Their largest long position is Union Pacific Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2020 would be +95% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +312.9%, a 218.2-point gap that is the cost of the ~31-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Axiom Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Axiom Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $408.1M |
| Ramsey Quantitative Systems | 8 / 80 | $95.7M |
| Ketron Financial | 16 / 80 | $270.2M |
| Wallace Hart LLC | 17 / 80 | $128.9M |
| Integrated Financial Solutions, Inc. | 16 / 80 | $147.2M |
| Howard Hughes Medical Institute | 12 / 80 | $352.7M |
| Trust Asset Management LLC | 39 / 80 | $1.3B |
| BlueSpruce Investments, LP | 8 / 80 | $506.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Axiom Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Union Pac Corp COM | $10.3M | 37.8K | 6.9% | ▲+0.1% Added · +60 sh | |
| 2 | Apple Inc COM | $8.2M | 28.2K | 5.5% | ▼−3.5% Reduced · −1K sh | |
| 3 | Micron Technology Inc COM | $6.5M | 5.6K | 4.3% | ▼−21% Reduced · −1K sh | |
| 4 | Quanta Svcs Inc COM | $5.2M | 7.2K | 3.5% | ▼−0.7% Reduced · −50 sh | |
| 5 | Proshares TR SHOR S&P 500 NEW | $4.6M | 137.9K | 3.0% | ▼−27% Reduced · −51K sh | |
| 6 | Select Sector SPDR TR ST STR UTIL ETF | $4.1M | 89.9K | 2.7% | ▲+7.6% Added · +6K sh | |
| 7 | M & T BK Corp COM | $3.5M | 14.8K | 2.3% | ▼−20% Reduced · −4K sh | |
| 8 | Corning Inc COM | $3.5M | 13.6K | 2.3% | —Held | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.6K | 2.3% | ▼−0.7% Reduced · −32 sh | |
| 10 | Microsoft Corp COM | $3.1M | 8.4K | 2.1% | ▼−1.0% Reduced · −87 sh | |
| 11 | Nvidia Corporation COM | $2.9M | 14.3K | 1.9% | ▲+1.4% Added · +197 sh | |
| 12 | Select Sector SPDR TR ST STR FINL ETF | $2.6M | 49.1K | 1.8% | ▲+184% Added · +32K sh | |
| 13 | Barrick MNG Corp COM SHS | $2.5M | 68.3K | 1.7% | ▼−0.7% Reduced · −500 sh | |
| 14 | Myr Group Inc COM | $2.5M | 5.0K | 1.7% | —Held | |
| 15 | Omnicom Group Inc COM | $2.3M | 31.5K | 1.5% | —Held | |
| 16 | Invesco QQQ TR UNIT SER 1 | $2.1M | 2.8K | 1.4% | ▲+2.6% Added · +73 sh | |
| 17 | SPDR Gold TR GOLD SHS | $2.1M | 5.6K | 1.4% | —Held | |
| 18 | Pfizer Inc COM | $2.1M | 86.1K | 1.4% | ▲+695% Added · +75K sh | |
| 19 | Select Sector SPDR TR ST STR CARE ETF | $2.0M | 12.4K | 1.3% | ▲73× Added · +12K sh | |
| 20 | Cisco Sys Inc COM | $1.8M | 15.7K | 1.2% | ▼−4.9% Reduced · −817 sh | |
| 21 | Eli Lilly & Co COM | $1.7M | 1.4K | 1.1% | ▼−0.8% Reduced · −11 sh | |
| 22 | Select Sector SPDR TR ST STR STAPL ETF | $1.6M | 19.7K | 1.1% | ▲132× Added · +20K sh | |
| 23 | Enterprise Prods Partners L COM | $1.6M | 43.8K | 1.1% | —Held | |
| 24 | Alphabet Inc CAP STK CL A | $1.6M | 4.3K | 1.0% | ▼−0.2% Reduced · −10 sh | |
| 25 | Citigroup Inc COM NEW | $1.5M | 11.0K | 1.0% | ▼−2.3% Reduced · −254 sh | |
| 26 | Bank Of Amer Corp COM | $1.5M | 26.6K | 1.0% | ▲+4.1% Added · +1K sh | |
| 27 | Honeywell Intl Inc COM | $1.5M | 6.7K | 1.0% | ▲New New position | |
| 28 | Honeywell Aerospace Inc COM | $1.5M | 6.7K | 1.0% | →Listed Newly reportable | |
| 29 | Waste Connections Inc COM | $1.4M | 8.4K | 0.9% | —Held | |
| 30 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 0.9% | ▼−24% Reduced · −1K sh | |
| 31 | Ge Aerospace COM NEW | $1.4M | 3.7K | 0.9% | ▼−0.1% Reduced · −5 sh | |
| 32 | Amazon Com Inc COM | $1.4M | 5.7K | 0.9% | ▼−2.0% Reduced · −119 sh | |
| 33 | Bristol-Myers Squibb Co COM | $1.3M | 23.3K | 0.9% | ▲17× Added · +22K sh | |
| 34 | Mercadolibre Inc COM | $1.3M | 772 | 0.9% | ▼−40% Reduced · −505 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 0.9% | ▼−0.6% Reduced · −16 sh | |
| 36 | Energy Transfer L P COM UT LTD PTN | $1.3M | 67.4K | 0.9% | ▼−26% Reduced · −23K sh | |
| 37 | Abbvie Inc COM | $1.2M | 4.8K | 0.8% | ▲+2.4% Added · +111 sh | |
| 38 | Consolidated Edison Inc COM | $1.2M | 10.7K | 0.8% | ▲21× Added · +10K sh | |
| 39 | Ge Vernova Inc COM | $1.2M | 996 | 0.8% | ▲+0.1% Added · +1 sh | |
| 40 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $1.0M | 30.2K | 0.7% | ▼−5.6% Reduced · −2K sh | |
| 41 | Johnson & Johnson COM | $1.0M | 4.0K | 0.7% | ▲+3.8% Added · +146 sh | |
| 42 | Blackstone Inc COM | $918K | 7.8K | 0.6% | ▲~0% Added · +1 sh | |
| 43 | AT&T Inc COM | $858K | 41.4K | 0.6% | ▲+218% Added · +28K sh | |
| 44 | Merck & Co Inc COM | $825K | 6.4K | 0.6% | ▼−11% Reduced · −800 sh | |
| 45 | Gilead Sciences Inc COM | $801K | 6.3K | 0.5% | ▲+31% Added · +1K sh | |
| 46 | Vaneck ETF Trust GOLD MINERS ETF | $768K | 10.2K | 0.5% | —Held | |
| 47 | Walmart Inc COM | $752K | 6.6K | 0.5% | —Held | |
| 48 | Advanced Micro Devices Inc COM | $744K | 1.3K | 0.5% | ▲+3.5% Added · +43 sh | |
| 49 | Elevance Health Inc Formerly COM | $717K | 1.9K | 0.5% | —Held | |
| 50 | Wells Fargo & Co COM | $713K | 8.6K | 0.5% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1513703/holdings"
Use Arkolith to show Axiom Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 4,311 | $149.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 26, 2026 | 56d | 3,956 | $131.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 964 | $38.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 2,098 | $50.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 941 | $34.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 43d | 1,084 | $46.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 33d | 2,020 | $103.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 18, 2021 | 18d | 2,022 | $99.5M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 2,197 | $128.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 20, 2021 | 50d | 2,220 | $122.8M | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 42d | 1,786 | $109.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Mar 16, 2021 | 167d | 1,713 | $88.3M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Mar 16, 2021 | 259d | 1,605 | $75.6M | 13F-HR |
| Q1 2020 | Mar 31, 2020 | Mar 16, 2021 | 350d | 1,587 | $56.5M | 13F-HR |
| Q4 2019 | Dec 31, 2019 | Mar 16, 2021 | 441d | 1,867 | $69.7M | 13F-HR |
| Q3 2019 | Sep 30, 2019 | Mar 16, 2021 | 533d | 8,470 | $130.9M | 13F-HR |
| Q2 2019 | Jun 30, 2019 | Mar 16, 2021 | 625d | 35,413 | $554.2M | 13F-HR |
| Q1 2019 | Mar 31, 2019 | Mar 16, 2021 | 716d | 33,515 | $527.1M | 13F-HR |
| Q4 2018 | Dec 31, 2018 | Oct 23, 2020 | 662d | 352 | $474.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.