AXS Investments LLC

CIK 0001801467 · Q2 2026

13F Equity AUM

$352.7M

+42.4% QoQ

Positions

193

+4 QoQ

AUM Rank

#6,016

Top 48%

Skill Alpha (FF)

-5.7%/yr

Underperformer

Rank #7,726 · Top 93%

vs S&P -6.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 56.2%Top 10: 62.7%Top 20: 71.8%

NDQ48.6%

MU3.1%

SPY1.6%

GOOGL1.5%

NVDA1.4%

PLTR1.4%

META1.4%

AMD1.4%

VRT1.2%

LRCX1.2%

Others (183)37.3%

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

Sector Allocation

Financial Services62.9%

Technology22.5%

Communication Services4.8%

Industrials4.0%

Healthcare2.6%

Other3.1%

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

Position Sizing

Positions: 193Median: 0.10%Avg: 0.52%

0–0.5%

169(25.9%)

0.5–1%

11(8.3%)

1–3%

11(14.1%)

3–5%

1(3.1%)

5%+

1(48.6%)

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

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Portfolio Overlap

Shared: 0Unique: 193vs 20 funds

0%Low

193

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.

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Position Changes This Quarter

New21Increased34Decreased121Exited17

New Positions

VGIT0.5%

+29K

JBBB0.5%

+36K

FALN0.5%

+63K

VWOB0.5%

+25K

JNK0.5%

+18K

SHYG0.5%

+40K

VCLT0.5%

+23K

VCIT0.5%

+21K

STX0.3%

+969

CRWV0.1%

+5K

Increased

NDQ48.6%

+108K(+87%)

LRCX1.2%

+6K(+136%)

KLAC0.4%

+4K(+706%)

PLTR1.4%

+2K(+6%)

AMD1.4%

+2K(+29%)

T0.0%

+2K(+69%)

CRWD1.0%

+1K(+44%)

BAC0.0%

+1K(+79%)

CMCSA0.0%

+834(+62%)

TSLA0.8%

+717(+12%)

Decreased

JAAA0.5%

-40,758(-55%)

AGZD0.5%

-31,159(-29%)

CWB0.5%

-30,562(-66%)

SRLN0.5%

-17,567(-29%)

VMBS0.5%

-14,848(-29%)

VTIP0.5%

-14,051(-29%)

AMLP0.5%

-11,984(-27%)

VGSH0.5%

-11,672(-28%)

VCSH0.5%

-8,754(-29%)

HYGH0.5%

-8,522(-30%)

Exited

-47,850

-66,350

-21,803

-1,503

-158,507

-73,183

-4,964

-35,836

-5,849

-1,305

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

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Holdings

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