Axiom Investment Management LLC
CIK 1513703 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $11.2M
- Posiciones
- 528
- A fecha de
- 30 de junio de 2026
#8 963 de 9 443 por valor de 13F · top 94.9%
Valor de cartera interanual: +13.4% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 60,80%
- Peso de las 25 principales tenencias
- 74,16%
- Posiciones superiores al 1%
- 16
- Número efectivo de posiciones
- 13,2
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 11,78% Est. compras $1 242 180 · ventas $1 743 566
- Nuevas posiciones
- 158
- Aumentado
- 24
- Disminuido
- 41
- Cerrada
- 15
En esta página
- Rendimiento vs S&P Cómo se desempeñó la cartera 13F de este gestor frente al S&P 500.
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Rendimiento vs S&P 500
Aproxima una cartera de comprar y mantener construida a partir de instantáneas trimestrales de la SEC 13F. Excluye efectivo, posiciones cortas, opciones/derivados y valores no 13(f) — refleja solo el libro de acciones largas revelado, no el AUM total del fondo. El retraso en la presentación de la SEC es de hasta 45 días; esto no es un momento para copiar en tiempo real.
Cobertura valorable: 91,5% · Opciones excluidas: 0,0%
Desglose por sector
Industrials
36,2%
Retail
13,1%
Healthcare
11,3%
Financial Services
8,0%
Communication Services
5,4%
Technology
3,0%
Energy
2,7%
Real Estate
2,2%
Utilities
2,0%
Consumer products
1,9%
Financials
1,9%
Consumer Staples
1,0%
Materials
0,8%
Consumer Discretionary
0,7%
Diversified Consumer Services
0,3%
Packaging
0,2%
Telecommunication
0,1%
N/A
0,0%
Communications
0,0%
Otro/No mapeado
9,2%
Cartera completa 528 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| MYRG MYR Group, Inc. - Common Stock | $2 502 000 | 22,33% | 5 000 | $1 090 400 | |||
| MELI MercadoLibre, Inc. - Common Stock | $1 310 385 | 11,70% | 772 | $-897 573 | Bajar ×1 | ||
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | $570 840 | 5,10% | 6 000 | $60 720 | |||
| KKR KKR & Co. Inc. Common Stock | $550 713 | 4,92% | 6 000 | $-4 320 | |||
| VICR Vicor Corporation - Common Stock | $493 714 | 4,41% | 1 300 | $284 414 | |||
| WCN Waste Connections, Inc. Common Shares | $400 056 | 3,57% | 2 400 | $10 200 | |||
| ELV Elevance Health, Inc. Common Stock | $291 208 | 2,60% | 753 | $70 767 | |||
| MTD Mettler-Toledo International, Inc. Common Stock | $255 502 | 2,28% | 200 | $-59 798 | Bajar ×1 | ||
| PTGX Protagonist Therapeutics, Inc. - Common Stock | $245 160 | 2,19% | 2 000 | $34 360 | |||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $192 150 | 1,72% | 3 500 | $55 755 | |||
| CCS Century Communities, Inc. Common Stock | $179 150 | 1,60% | 2 500 | $35 700 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $179 083 | 1,60% | 1 225 | $-39 180 | Bajar ×1 | ||
| ABT Abbott Laboratories Common Stock | $136 110 | 1,21% | 1 500 | $-17 895 | |||
| AMH American Homes 4 Rent Common Shares of Beneficial Interest | $134 080 | 1,20% | 4 000 | $22 400 | |||
| FTNT Fortinet, Inc. - Common Stock | $118 287 | 1,06% | 770 | $55 363 | |||
| VOO | $113 371 | 1,01% | 165 | $14 972 | |||
| WTRG Essential Utilities, Inc. Common Stock | $93 323 | 0,83% | 2 436 | $-4 775 | |||
| COPX | $76 970 | 0,69% | 1 000 | $620 | |||
| IBB IBB | $76 076 | 0,68% | 400 | Subir ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $74 838 | 0,67% | 80 | $-4 876 | |||
| PHO Invesco Water Resources ETF | $69 080 | 0,62% | 1 000 | $2 220 | |||
| URA | $65 550 | 0,59% | 1 500 | $-7 095 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $62 904 | 0,56% | 1 200 | $49 658 | Subir ×1 | ||
| XENE Xenon Pharmaceuticals Inc. - Common Shares | $60 360 | 0,54% | 1 000 | $2 210 | |||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $57 684 | 0,51% | 934 | $3 073 | |||
| CBRL Cracker Barrel Old Country Store, Inc. - Common Stock | $53 300 | 0,48% | 1 000 | $25 190 | |||
| NWN Northwest Natural Holding Company Common Stock | $47 049 | 0,42% | 959 | $27 358 | Subir ×1 | ||
| AM Antero Midstream Corporation Common Stock | $45 500 | 0,41% | 2 000 | Subir ×1 | |||
| MS Morgan Stanley Common Stock | $43 480 | 0,39% | 208 | $-22 348 | Bajar ×1 | ||
| IVV | $42 687 | 0,38% | 57 | $5 454 | |||
| JCI Johnson Controls International plc Ordinary Share | $40 765 | 0,36% | 279 | Subir ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $36 207 | 0,32% | 34 | Subir ×1 | |||
| MBC MasterBrand, Inc. Common Stock | $36 015 | 0,32% | 3 500 | $6 930 | |||
| IWF | $35 264 | 0,31% | 284 | Subir ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $34 629 | 0,31% | 30 | $24 494 | |||
| TXN Texas Instruments Incorporated - Common Stock | $32 490 | 0,29% | 109 | $3 369 | Bajar ×1 | ||
| XLY XLY | $31 368 | 0,28% | 267 | $2 220 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $30 233 | 0,27% | 135 | Subir ×1 | |||
| VLO Valero Energy Corporation Common Stock | $30 211 | 0,27% | 116 | Subir ×1 | |||
| MRP Millrose Properties, Inc. Class A Common Stock | $30 050 | 0,27% | 1 000 | Subir ×1 | |||
| Emisor desconocido (CUSIP: G2004J103) | $28 570 | 0,26% | 1 000 | Subir ×1 | |||
| MTB M&T Bank Corporation Common Stock | $28 561 | 0,25% | 120 | $3 755 | |||
| CMI Cummins Inc. Common Stock | $28 528 | 0,25% | 40 | $7 007 | |||
| PKW Invesco BuyBack Achievers ETF | $28 332 | 0,25% | 200 | $2 082 | |||
| FTNY | $27 935 | 0,25% | 3 505 | $26 133 | Subir ×1 | ||
| REET | $27 620 | 0,25% | 1 000 | Subir ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $25 466 | 0,23% | 50 | $24 784 | Subir ×1 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $25 268 | 0,23% | 200 | $-94 312 | Bajar ×1 | ||
| MO Altria Group, Inc. | $23 959 | 0,21% | 333 | $1 984 | |||
| STRA Strategic Education, Inc. - Common Stock | $22 986 | 0,21% | 300 | $-1 902 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $22 555 | 0,20% | 500 | Subir ×1 | |||
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | $22 464 | 0,20% | 200 | $-3 738 | |||
| IFRX InflaRx N.V. - Common Stock | $22 400 | 0,20% | 10 000 | $13 456 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $21 898 | 0,20% | 173 | $-25 559 | Bajar ×1 | ||
| OKE ONEOK, Inc. Common Stock | $21 735 | 0,19% | 250 | $-863 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $21 306 | 0,19% | 50 | $3 422 | |||
| OZK Bank OZK - Common Stock | $20 836 | 0,19% | 400 | Subir ×1 | |||
| EEM | $20 523 | 0,18% | 300 | $3 486 | |||
| PM Philip Morris International Inc Common Stock | $20 443 | 0,18% | 113 | $-34 615 | Bajar ×1 | ||
| FTCS First Trust Capital Strength ETF | $19 723 | 0,18% | 210 | Subir ×1 | |||
| GSBD Goldman Sachs BDC, Inc. Common Stock | $18 960 | 0,17% | 2 000 | Subir ×1 | |||
| OXY Occidental Petroleum Corporation Common Stock | $18 942 | 0,17% | 390 | $-6 408 | |||
| CLX Clorox Company (The) Common Stock | $18 611 | 0,17% | 195 | $-1 597 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $18 585 | 0,17% | 250 | $390 | |||
| BP BP p.l.c. Common Stock | $18 475 | 0,16% | 500 | $9 075 | Subir ×1 | ||
| NI NiSource Inc Common Stock | $18 259 | 0,16% | 384 | $342 | |||
| TGT Target Corporation Common Stock | $17 894 | 0,16% | 137 | Subir ×1 | |||
| SYRE Spyre Therapeutics, Inc. - Common Stock | $17 756 | 0,16% | 200 | Subir ×1 | |||
| GD General Dynamics Corporation Common Stock | $17 712 | 0,16% | 50 | $17 026 | Subir ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $17 581 | 0,16% | 65 | Subir ×1 | |||
| ENB Enbridge Inc Common Stock | $17 347 | 0,15% | 320 | Subir ×1 | |||
| BKR Baker Hughes Company - Common Stock | $16 966 | 0,15% | 306 | Subir ×1 | |||
| BXMT Blackstone Mortgage Trust, Inc. Common Stock | $16 950 | 0,15% | 1 000 | Subir ×1 | |||
| FULT Fulton Financial Corporation - Common Stock | $16 933 | 0,15% | 700 | $2 695 | |||
| PCAR PACCAR Inc. - Common Stock | $16 817 | 0,15% | 140 | Subir ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $16 771 | 0,15% | 320 | $-48 | |||
| REXR Rexford Industrial Realty, Inc. Common Stock | $16 750 | 0,15% | 500 | $385 | |||
| SW Smurfit WestRock plc Ordinary Shares | $16 383 | 0,15% | 354 | $2 270 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $15 916 | 0,14% | 8 | $5 349 | |||
| CNI Canadian National Railway Company Common Stock | $15 501 | 0,14% | 130 | $2 141 | |||
| TFC Truist Financial Corporation Common Stock | $14 946 | 0,13% | 300 | Subir ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $14 691 | 0,13% | 170 | $-46 | |||
| TKR Timken Company (The) Common Stock | $14 532 | 0,13% | 100 | $4 475 | |||
| PWR Quanta Services, Inc. Common Stock | $14 401 | 0,13% | 20 | $3 421 | |||
| UMBF UMB Financial Corporation - Common Stock | $14 276 | 0,13% | 100 | $2 997 | |||
| CRSP CRISPR Therapeutics AG - Common Shares | $14 180 | 0,13% | 260 | Subir ×1 | |||
| ADBE Adobe Inc. - Common Stock | $14 146 | 0,13% | 69 | Subir ×1 | |||
| IBM International Business Machines Corporation Common Stock | $14 061 | 0,13% | 50 | $1 941 | |||
| NEM Newmont Corporation | $14 010 | 0,13% | 150 | $-2 228 | |||
| LH Labcorp Holdings Inc. Common Stock | $14 000 | 0,12% | 50 | Subir ×1 | |||
| MRNA Moderna, Inc. - Common Stock | $13 726 | 0,12% | 196 | $3 769 | |||
| AZO AutoZone, Inc. Common Stock | $12 784 | 0,11% | 4 | Subir ×1 | |||
| CG The Carlyle Group Inc. - Common Stock | $12 633 | 0,11% | 300 | Subir ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $12 607 | 0,11% | 157 | Subir ×1 | |||
| MAC Macerich Company (The) Common Stock | $12 595 | 0,11% | 500 | Subir ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $12 311 | 0,11% | 50 | $1 906 | |||
| ORI Old Republic International Corporation Common Stock | $12 276 | 0,11% | 300 | $306 | |||
| ARLP Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | $11 990 | 0,11% | 500 | Subir ×1 | |||
| PML Pimco Municipal Income Fund II Common Shares of Beneficial Interest | $11 666 | 0,10% | 1 533 | $61 | |||
| SBIO | $11 637 | 0,10% | 180 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| IBB | $76 076 | 400 | 0,68% |
| AM | $45 500 | 2 000 | 0,41% |
| JCI | $40 765 | 279 | 0,36% |
| CAT | $36 207 | 34 | 0,32% |
| IWF | $35 264 | 284 | 0,31% |
| ADP | $30 233 | 135 | 0,27% |
| VLO | $30 211 | 116 | 0,27% |
| MRP | $30 050 | 1 000 | 0,27% |
| Emisor desconocido (CUSIP: G2004J103) | $28 570 | 1 000 | 0,26% |
| REET | $27 620 | 1 000 | 0,25% |
| HPE | $22 555 | 500 | 0,20% |
| OZK | $20 836 | 400 | 0,19% |
| FTCS | $19 723 | 210 | 0,18% |
| GSBD | $18 960 | 2 000 | 0,17% |
| TGT | $17 894 | 137 | 0,16% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| MYRG | Solo movimiento de precio | +0 | +$1.1M |
| MELI | Reducido | -505 | -$898K |
| VICR | Solo movimiento de precio | +0 | +$284K |
| GILD | Reducido | -658 | -$94K |
| ELV | Solo movimiento de precio | +0 | +$71K |
| FWONK | Solo movimiento de precio | +0 | +$61K |
| MTD | Reducido | -50 | -$60K |
| FBIN | Solo movimiento de precio | +0 | +$56K |
| FTNT | Solo movimiento de precio | +0 | +$55K |
| GSK | Compró más | +960 | +$50K |
1 posición oculta (comprobación de integridad de datos)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| HOLX | 30 de junio de 2026 | 3 000 | $226 770 | Ya no se rastrea |
| PEP | 30 de junio de 2026 | 720 | $111 809 | 5,3% |
| MDLZ | 30 de junio de 2026 | 1 538 | $88 650 | 10,9% |
| PSEC | 30 de junio de 2026 | 6 400 | $16 704 | -2,0% |
| GAP | 30 de junio de 2026 | 295 | $7 139 | 7,4% |
| CTRA | 30 de junio de 2026 | 180 | $6 325 | Ya no se rastrea |
| UBER | 30 de junio de 2026 | 53 | $3 812 | 8,4% |
| SA | 30 de junio de 2026 | 100 | $2 834 | 29,8% |
| NUE | 30 de junio de 2026 | 10 | $1 691 | 12,0% |
| LMT | 30 de junio de 2026 | 2 | $1 209 | 11,6% |
| HII | 30 de junio de 2026 | 2 | $760 | 8,9% |
| ASRT | 30 de junio de 2026 | 13 | $248 | Ya no se rastrea |
| HON | 30 de junio de 2026 | 1 | $226 | -1,9% |
| CIF | 30 de junio de 2026 | 100 | $162 | Ya no se rastrea |
| ONCY | 30 de junio de 2026 | 150 | $127 | -15,0% |