Arkolith/Funds/Axiom Investment Management LLC

Axiom Investment Management LLC

CIK 1513703
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Axiom Investment Management LLC holds a diversified book of 528 stocks worth $149.7M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Union Pacific Corp at 7% of the equity book. Cloning the disclosed picks since 2020 would be +100% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Axiom Investment Management LLC owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1513703/holdings"
Ask your agent
Use Arkolith to show Axiom Investment Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
170
new positions
Added to
99
existing
Trimmed
85
reduced
Sold out
16
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+100.0%
+12.8%/yr · since Oct '20
Their reported book
+352.3%
held from quarter-end
S&P 500
+133.1%
same window
$8K$12K$16K$20K$24KOct '20Dec '21Feb '23Apr '24Jun '25Jul '26
Axiom Investment Management LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +352.3%, a 252.3-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.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
35%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

79% mapped to company sectors

Information Technology
23%
ETF / fund or unclassified
21%
Industrials
16%
Financials
12%
Health Care
10%
Materials
6%
Utilities
5%
Consumer Discretionary
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

528 positions
#SecurityValueShares% PortLast moveHistory
1Union Pac Corp
COM
$10.3M37.8K
6.9%
+0.1%
Added · +60 sh
2Apple Inc
COM
$8.2M28.2K
5.5%
−3.5%
Reduced · −1K sh
3Micron Technology Inc
COM
$6.5M5.6K
4.3%
−21%
Reduced · −1K sh
4Quanta Svcs Inc
COM
$5.2M7.2K
3.5%
−0.7%
Reduced · −50 sh
5Proshares TR
SHOR S&P 500 NEW
$4.6M137.9K
3.0%
−27%
Reduced · −51K sh
6Select Sector SPDR TR
ST STR UTIL ETF
$4.1M89.9K
2.7%
+7.6%
Added · +6K sh
7M & T BK Corp
COM
$3.5M14.8K
2.3%
−20%
Reduced · −4K sh
8Corning Inc
COM
$3.5M13.6K
2.3%
Held
9State STR SPDR S&P 500 ETF T
TR UNIT
$3.4M4.6K
2.3%
−0.7%
Reduced · −32 sh
10Microsoft Corp
COM
$3.1M8.4K
2.1%
−1.0%
Reduced · −87 sh
11Nvidia Corporation
COM
$2.9M14.3K
1.9%
+1.4%
Added · +197 sh
12Select Sector SPDR TR
ST STR FINL ETF
$2.6M49.1K
1.8%
+184%
Added · +32K sh
13Barrick MNG Corp
COM SHS
$2.5M68.3K
1.7%
−0.7%
Reduced · −500 sh
14Myr Group Inc
COM
$2.5M5.0K
1.7%
Held
15Omnicom Group Inc
COM
$2.3M31.5K
1.5%
Held
16Invesco QQQ TR
UNIT SER 1
$2.1M2.8K
1.4%
+2.6%
Added · +73 sh
17SPDR Gold TR
GOLD SHS
$2.1M5.6K
1.4%
Held
18Pfizer Inc
COM
$2.1M86.1K
1.4%
+695%
Added · +75K sh
19Select Sector SPDR TR
ST STR CARE ETF
$2.0M12.4K
1.3%
73×
Added · +12K sh
20Cisco Sys Inc
COM
$1.8M15.7K
1.2%
−4.9%
Reduced · −817 sh
21Eli Lilly & Co
COM
$1.7M1.4K
1.1%
−0.8%
Reduced · −11 sh
22Select Sector SPDR TR
ST STR STAPL ETF
$1.6M19.7K
1.1%
132×
Added · +20K sh
23Enterprise Prods Partners L
COM
$1.6M43.8K
1.1%
Held
24Alphabet Inc
CAP STK CL A
$1.6M4.3K
1.0%
−0.2%
Reduced · −10 sh
25Citigroup Inc
COM NEW
$1.5M11.0K
1.0%
−2.3%
Reduced · −254 sh
26Bank Of Amer Corp
COM
$1.5M26.6K
1.0%
+4.1%
Added · +1K sh
27Honeywell Intl Inc
COM
$1.5M6.7K
1.0%
New
New position
28Honeywell Aerospace Inc
COM
$1.5M6.7K
1.0%
New
New position
29Waste Connections Inc
COM
$1.4M8.4K
0.9%
Held
30JPMorgan Chase & Co
COM
$1.4M4.2K
0.9%
−24%
Reduced · −1K sh
31Ge Aerospace
COM NEW
$1.4M3.7K
0.9%
−0.1%
Reduced · −5 sh
32Amazon Com Inc
COM
$1.4M5.7K
0.9%
−2.0%
Reduced · −119 sh
33Bristol-Myers Squibb Co
COM
$1.3M23.3K
0.9%
17×
Added · +22K sh
34Mercadolibre Inc
COM
$1.3M772
0.9%
−40%
Reduced · −505 sh
35Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.6K
0.9%
−0.6%
Reduced · −16 sh
36Energy Transfer L P
COM UT LTD PTN
$1.3M67.4K
0.9%
−26%
Reduced · −23K sh
37Abbvie Inc
COM
$1.2M4.8K
0.8%
+2.4%
Added · +111 sh
38Consolidated Edison Inc
COM
$1.2M10.7K
0.8%
21×
Added · +10K sh
39Ge Vernova Inc
COM
$1.2M996
0.8%
+0.1%
Added · +1 sh
40Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$1.0M30.2K
0.7%
−5.6%
Reduced · −2K sh
41Johnson & Johnson
COM
$1.0M4.0K
0.7%
+3.8%
Added · +146 sh
42Blackstone Inc
COM
$918K7.8K
0.6%
~0%
Added · +1 sh
43AT&T Inc
COM
$858K41.4K
0.6%
+218%
Added · +28K sh
44Merck & Co Inc
COM
$825K6.4K
0.6%
−11%
Reduced · −800 sh
45Gilead Sciences Inc
COM
$801K6.3K
0.5%
+31%
Added · +1K sh
46Vaneck ETF Trust
GOLD MINERS ETF
$768K10.2K
0.5%
Held
47Walmart Inc
COM
$752K6.6K
0.5%
Held
48Advanced Micro Devices Inc
COM
$744K1.3K
0.5%
+3.5%
Added · +43 sh
49Elevance Health Inc Formerly
COM
$717K1.9K
0.5%
Held
50Wells Fargo & Co
COM
$713K8.6K
0.5%
Held
Showing 50 of 528 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 20264,311$149.7M13F-HR
Q1 2026Mar 31, 2026May 26, 20263,956$131.5M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023964$38.4M13F-HR
Q3 2022Sep 30, 2022Nov 14, 20222,098$50.0M13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022941$34.8M13F-HR
Q1 2022Mar 31, 2022May 13, 20221,084$46.0M13F-HR
Q4 2021Dec 31, 2021Feb 2, 20222,020$103.2M13F-HR
Q3 2021Sep 30, 2021Oct 18, 20212,022$99.5M13F-HR
Q2 2021Jun 30, 2021Aug 16, 20212,197$128.9M13F-HR
Q1 2021Mar 31, 2021May 20, 20212,220$122.8M13F-HR/A
Q4 2020Dec 31, 2020Feb 11, 20211,786$109.9M13F-HR
Q3 2020Sep 30, 2020Mar 16, 20211,713$88.3M13F-HR
Q2 2020Jun 30, 2020Mar 16, 20211,605$75.6M13F-HR
Q1 2020Mar 31, 2020Mar 16, 20211,587$56.5M13F-HR
Q4 2019Dec 31, 2019Mar 16, 20211,867$69.7M13F-HR
Q3 2019Sep 30, 2019Mar 16, 20218,470$130.9M13F-HR
Q2 2019Jun 30, 2019Mar 16, 202135,413$554.2M13F-HR
Q1 2019Mar 31, 2019Mar 16, 202133,515$527.1M13F-HR
Q4 2018Dec 31, 2018Oct 23, 2020352$474.2M13F-HR
Amended / restated
  • Q1 2021 · filed May 13, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.