Axiom Investment Management LLC

CIK 0001513703 · Q2 2026

13F Equity AUM

$134.7M

+13.1% QoQ

Positions

514

+132 QoQ

AUM Rank

#9,591

Top 76%

Skill Alpha (FF)

+4.9%/yr^ns

No Clear Edge

Rank #757 · Top 9%

vs S&P +6.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 23.4%Top 10: 35.5%Top 20: 51.2%

UNP7.3%

AAPL6.0%

PWR3.9%

SH3.3%

MU3.0%

XLU2.8%

MTB2.5%

SPY2.4%

GLW2.2%

MSFT2.2%

Others (504)64.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services29.5%

Technology21.5%

Industrials16.8%

Healthcare9.6%

Communication Services4.4%

Unclassified3.5%

Energy3.5%

Consumer Cyclical3.4%

Other7.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 514Median: 0.02%Avg: 0.19%

0–0.5%

467(27.1%)

0.5–1%

21(15.4%)

1–3%

22(37.1%)

3–5%

2(7.2%)

5%+

2(13.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 514vs 20 funds

0%Low

514

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New158Increased104Decreased74Exited16

New Positions

HONEYWELL INTL INC1.0%

+6K

HONEYWELL AEROSPACE …1.0%

+6K

NOK0.5%

+45K

SEABRIDGE GOLD INC0.2%

+11K

AZO0.1%

+47

BXMT0.1%

+8K

YPF0.1%

+2K

IBB0.1%

+400

CRSP0.1%

+1K

PFGC0.0%

+470

Increased

PFE0.9%

+43K(+482%)

XLF1.9%

+31K(+195%)

VTRS0.4%

+31K(+561%)

T0.6%

+29K(+272%)

PSQ0.5%

+17K(+157%)

BMY0.5%

+11K(+797%)

XLP0.6%

+10K(+6822%)

OMDA0.2%

+10K(+2000%)

XLV0.9%

+7K(+4318%)

XLU2.8%

+6K(+8%)

Decreased

SH3.3%

-49,525(-27%)

ET0.8%

-31,539(-36%)

UNG0.1%

-4,640(-24%)

RTX0.1%

-4,206(-91%)

MTB2.5%

-3,800(-21%)

MO0.0%

-2,085(-71%)

TEVA0.7%

-1,800(-6%)

GD0.0%

-1,776(-92%)

4I10.1%

-1,387(-59%)

JPM0.9%

-1,332(-26%)

Exited

-12,869

-1,323

-1,998

-10,800

-3,000

-720

-1,538

-1,180

-825

-200

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...