Arkolith/Funds/Axiom Investment Management LLC

Axiom Investment Management LLC

CIK 1513703
Holdings as of Mar 31, 2026·disclosed May 26, 2026·~56-day 13F lag·13F-HR
Active Filer

Axiom Investment Management LLC holds a diversified book of 351 stocks worth $131.5M as of Q1 2026 (disclosed May 26, 2026, a ~45-day 13F lag). This quarter they opened PROSHARES SHORT S&P500 and trimmed QUANTA SERVICES INC. Their largest long position is UNION PACIFIC CORP at 7% of the equity book.

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Use Arkolith to show Axiom Investment Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
169
new positions
Added to
154
existing
Trimmed
28
reduced
Sold out
13
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
38%
Top 20 holdings
53%

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

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Industrials
16%
Financials
6%
Health Care
6%
Utilities
3%
Materials
2%
Consumer Discretionary
1%
Communication Services
1%

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.

386 positions
#SecurityValueShares% PortLast moveHistory
1Union Pac Corp
COM
$9.2M37.7K
7.0%
34×
Added · +37K sh
2Apple Inc
COM
$7.4M29.2K
5.6%
+165%
Added · +18K sh
3Proshares TR
SHORT S&P 500 NE
$7.2M188.6K
5.4%
New
New position
4Quanta Svcs Inc
COM
$4.0M7.3K
3.0%
−57%
Reduced · −10K sh
5M & T BK Corp
COM
$3.8M18.6K
2.9%
Added
Added · +19K sh
6Select Sector SPDR TR
STATE STREET UTI
$3.8M83.5K
2.9%
New
New position
7Microsoft Corp
COM
$3.1M8.5K
2.4%
+135%
Added · +5K sh
8Honeywell Intl Inc
COM
$3.1M13.7K
2.4%
11×
Added · +12K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$3.0M4.6K
2.3%
+347%
Added · +4K sh
10Barrick MNG Corp
COM SHS
$2.8M68.8K
2.1%
New
New position
11Nvidia Corporation
COM
$2.5M14.1K
1.9%
+881%
Added · +13K sh
12SPDR Gold TR
GOLD SHS
$2.4M5.6K
1.8%
−51%
Reduced · −6K sh
13Micron Technology Inc
COM
$2.4M7.1K
1.8%
Added
Added · +7K sh
14Omnicom Group Inc
COM
$2.4M31.5K
1.8%
+400%
Added · +25K sh
15Mercadolibre Inc
COM
$2.2M1.3K
1.7%
New
New position
16Corning Inc
COM
$1.8M13.6K
1.4%
Added
Added · +14K sh
17Energy Transfer L P
COM UT LTD PTN
$1.8M90.9K
1.3%
+160%
Added · +56K sh
18Enterprise Prods Partners L
COM
$1.7M43.8K
1.3%
Added
Added · +44K sh
19RTX Corporation
COM
$1.7M8.6K
1.3%
Added
Added · +9K sh
20JPMorgan Chase & Co
COM
$1.6M5.6K
1.2%
Added
Added · +6K sh
21Invesco QQQ TR
UNIT SER 1
$1.6M2.8K
1.2%
New
New position
22Lockheed Martin Corp
COM
$1.6M2.6K
1.2%
New
New position
23Huntington Ingalls Inds Inc
COM
$1.5M3.9K
1.1%
Added
Added · +4K sh
24Myr Group Inc
COM
$1.4M5.0K
1.1%
New
New position
25Waste Connections Inc
COM
$1.4M8.4K
1.0%
New
New position
26Eli Lilly & Co
COM
$1.3M1.4K
1.0%
New
New position
27Cisco Sys Inc
COM
$1.3M16.6K
1.0%
Added
Added · +17K sh
28Citigroup Inc
COM NEW
$1.3M11.3K
1.0%
Added
Added · +11K sh
29General Dynamics Corp
COM
$1.3M3.7K
1.0%
Added
Added · +4K sh
30Alphabet Inc
CAP STK CL A
$1.3M4.4K
1.0%
−32%
Reduced · −2K sh
31Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.6K
1.0%
Added
Added · +3K sh
32Bank America Corp
COM
$1.2M25.5K
0.9%
−79%
Reduced · −98K sh
33Northrop Grumman Corp
COM
$1.2M1.8K
0.9%
+301%
Added · +1K sh
34Amazon Com Inc
COM
$1.2M5.8K
0.9%
+16%
Added · +790 sh
35Ge Aerospace
COM NEW
$1.0M3.7K
0.8%
−23%
Reduced · −1K sh
36Abbvie Inc
COM
$1.0M4.7K
0.8%
−44%
Reduced · −4K sh
37Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$965K32.0K
0.7%
Added
Added · +32K sh
38Johnson & Johnson
COM
$937K3.8K
0.7%
+37%
Added · +1K sh
39Vaneck ETF Trust
GOLD MINERS ETF
$934K10.2K
0.7%
+6.8%
Added · +652 sh
40Blackstone Inc
COM
$897K7.8K
0.7%
+10%
Added · +715 sh
41Ge Vernova Inc
COM
$869K995
0.7%
New
New position
42Merck & Co Inc
COM
$868K7.2K
0.7%
+237%
Added · +5K sh
43Select Sector SPDR TR
STATE STREET FIN
$854K17.3K
0.6%
Added
Added · +17K sh
44Mettler Toledo International
COM
$853K676
0.6%
New
New position
45Walmart Inc
COM
$825K6.6K
0.6%
New
New position
46Wells Fargo & Co
COM
$687K8.6K
0.5%
Added
Added · +9K sh
47Gilead Sciences Inc
COM
$677K4.9K
0.5%
−32%
Reduced · −2K sh
48Broadcom Inc
COM
$642K2.1K
0.5%
Added
Added · +2K sh
49Procter & Gamble Co
COM
$623K4.3K
0.5%
+74%
Added · +2K sh
50Oneok Inc New
COM
$585K6.5K
0.4%
Added
Added · +6K sh
Showing 50 of 386 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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 ~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.