Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| UNPUnion Pac Corp | $10.3M | 6.9% | |
| AAPLApple Inc | $8.2M | 5.5% | −3.6% |
| MUMicron Technology Inc | $6.5M | 4.3% | −20.8% |
| PWRQuanta Svcs Inc | $5.2M | 3.5% | |
| SHProshares Tr | $4.6M | 3.0% | −26.9% |
| XLUSelect Sector Spdr Tr | $4.1M | 2.7% | +7.6% |
| MTBM & T Bk Corp | $3.5M | 2.3% | −20.5% |
| GLWCorning Inc | $3.5M | 2.3% | |
| SPYState Str Spdr S&p 500 Etf T | $3.4M | 2.3% | |
| MSFTMicrosoft Corp | $3.1M | 2.1% | −1.0% |
| NVDANvidia Corporation | $2.9M | 1.9% | +1.4% |
| XLFSelect Sector Spdr Tr | $2.6M | 1.8% | +183.8% |
| BBarrick Mng Corp | $2.5M | 1.7% | |
| MYRGMyr Group Inc | $2.5M | 1.7% | |
| OMCOmnicom Group Inc | $2.3M | 1.5% | |
| QQQInvesco Qqq Tr | $2.1M | 1.4% | +2.6% |
| GLDSpdr Gold Tr | $2.1M | 1.4% | |
| PFEPfizer Inc | $2.1M | 1.4% | +695.2% |
| XLVSelect Sector Spdr Tr | $2.0M | 1.3% | +7214.7% |
| CSCOCisco Sys Inc | $1.8M | 1.2% | −4.9% |
| LLYEli Lilly & Co | $1.7M | 1.1% | |
| XLPSelect Sector Spdr Tr | $1.6M | 1.1% | +13114.1% |
| EPDEnterprise Prods Partners L | $1.6M | 1.1% | |
| GOOGLAlphabet Inc | $1.6M | 1.0% | |
| CCitigroup Inc | $1.5M | 1.0% | −2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | March 31, 2026 | +87.9% | $3.5M |
| MYRGMyr Group Inc | March 31, 2026 | +77.2% | $2.5M |
| CSCOCisco Sys Inc | March 31, 2026 | +51.4% | $1.8M |
| GEVGe Vernova Inc | March 31, 2026 | +34.6% | $1.2M |
| GEGe Aerospace | March 31, 2026 | +31.7% | $1.4M |
| PWRQuanta Svcs Inc | March 31, 2026 | +31.2% | $5.2M |
| LLYEli Lilly & Co | March 31, 2026 | +30.4% | $1.7M |
| QQQInvesco Qqq Tr | March 31, 2026 | +27.6% | $2.1M |
| GOOGLAlphabet Inc | March 31, 2026 | +24.3% | $1.6M |
| CCitigroup Inc | March 31, 2026 | +23.4% | $1.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.1M
- LMTLockheed Martin Corp was $1.6M
- HIIHuntington Ingalls Inds Inc was $1.5M
- Seabridge Gold IncCUSIP 811916105 was $309K
- Hologic IncCUSIP 436440101 was $227K
- PEPPepsico Inc was $112K
- MDLZMondelez Intl Inc was $89K
- CTRACoterra Energy Inc was $41K
- GAPGap Inc was $20K
- PSECProspect Cap Corp was $17K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −8.2% | −4.9% |
| December 31, 2021 | +11.0% | +10.7% |
| September 30, 2021 | −3.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Axiom Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1513703&type=13F-HR&dateb=&owner=include&count=40CIK 1513703
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1513703/000139834426013168/Filed July 31, 2026 · accession 0001398344-26-013168