1y return+10.4%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+52.6%S&P 500 +74.5%
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.
$100 invested in its stock picks
Since March 31, 2019: $240 against $264 in the S&P 500.2
Glaxis Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LDPCohen & Steers Ltd Duration | $5.7M | 11.5% | +3.1% |
| LLYEli Lilly & Co | $5.6M | 11.3% | New |
| COPXGlobal X Fds | $3.4M | 6.8% | +11.4% |
| TLTIshares Tr | $3.0M | 6.1% | |
| CGXUCapital Group Intl Focus Eqt | $2.9M | 5.9% | −50.1% |
| VOOVanguard Index Fds | $2.9M | 5.9% | |
| MDYState Str Spdr S&p Midcap 40 | $2.3M | 4.7% | +882.4% |
| VWOVanguard Intl Equity Index F | $1.5M | 3.1% | −35.4% |
| DKSDicks Sporting Goods Inc | $1.5M | 3.0% | New |
| IEFIshares Tr | $1.5M | 3.0% | −71.6% |
| VSSVanguard Intl Equity Index F | $1.5M | 3.0% | |
| Crh PLCCUSIP G25508105 | $1.4M | 2.9% | New |
| ABBVAbbvie Inc | $1.3M | 2.5% | New |
| DGXQuest Diagnostics Inc | $1.2M | 2.3% | New |
| GLDSpdr Gold Tr | $1.1M | 2.2% | +217.4% |
| PSFCohen & Steers Select Pfd & | $1.0M | 2.0% | +9.2% |
| MSFTMicrosoft Corp | $970K | 1.9% | |
| VEUVanguard Intl Equity Index F | $954K | 1.9% | |
| DALDelta Air Lines Inc | $937K | 1.9% | −50.0% |
| VBVanguard Index Fds | $757K | 1.5% | |
| SCHFSchwab Strategic Tr | $720K | 1.4% | New |
| XLBSelect Sector Spdr Tr | $554K | 1.1% | +9.1% |
| WFCWells Fargo & Co | $544K | 1.1% | −14.5% |
| SYYSysco Corp | $535K | 1.1% | |
| Garmin LtdCUSIP H2906T109 | $499K | 1.0% |
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 |
|---|---|---|---|
| Garmin LtdCUSIP H2906T109 | March 31, 2023 | +135.4% | $499K |
| SCHASchwab Strategic Tr | June 30, 2022 | +85.3% | $486K |
| VOOVanguard Index Fds | March 31, 2022 | +65.4% | $2.9M |
| DALDelta Air Lines Inc | September 30, 2025 | +65.0% | $937K |
| PFGPrincipal Financial Group In | March 31, 2022 | +46.8% | $425K |
| SCHESchwab Strategic Tr | December 31, 2023 | +46.3% | $311K |
| VEUVanguard Intl Equity Index F | March 31, 2022 | +45.4% | $954K |
| VBVanguard Index Fds | March 31, 2022 | +42.6% | $757K |
| EEMIshares Tr | June 30, 2025 | +41.8% | $274K |
| AAPLApple Inc | June 30, 2025 | +41.0% | $492K |
Sold off last quarter
- ZROZPimco Etf Tr was $4.5M
- PFFIshares Tr was $4.1M
- QQQInvesco Qqq Tr was $2.9M
- SPYState Str Spdr S&p 500 Etf T was $2.0M
- EWWIshares Inc was $1.5M
- SCCOSouthern Copper Corp was $1.4M
- PGXInvesco Exch Traded Fd Tr II was $1.1M
- EWZIshares Inc was $768K
- TECKTeck Resources Ltd was $518K
- AIAIshares Tr was $322K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | −3.8% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +2.6% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | +3.8% | +2.1% |
| September 30, 2024 | +1.9% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +14.8% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −5.6% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +11.1% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −22.5% | −16.5% |
| March 31, 2022 | +6.2% | −4.9% |
| December 31, 2021 | +11.2% | +10.7% |
| September 30, 2021 | −2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Glaxis Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542161&type=13F-HR&dateb=&owner=include&count=40CIK 1542161
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542161/000154216126000003/Filed August 11, 2026 · accession 0001542161-26-000003