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Axiom Investment Management LLC — 13F Holdings & Portfolio

CIK 1513703 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Axiom Investment Management LLC manages $149.7M in 13F-reported U.S. long-equity assets across 4,311 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UNP (5.09%), PWR (3.37%), AAPL (1.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 158 new positions, exited 16, added to 179, and trimmed 94.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
350 FIFTH AVENUE
SUITE 6740
NEW YORK, NY 10118
Phone
(212) 521-3800
Filing Manager
Axiom Investment Management LLC
NEW YORK, NY
Signatory
Eric Miller
CCO
Loading holdings…
AUM

$149.7M

Long-equity book

Holdings

4,311

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+158 / −16 / ↑179 / ↓94

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$4.1M +170.6%
  • SELECT SECTOR SPDR TR$1.9M +7815.2%
  • SELECT SECTOR SPDR TR$1.8M +208.1%
  • PFIZER INC$1.8M +581.9%
  • SELECT SECTOR SPDR TR$1.6M +13332.4%
Show all 179 →

Top Trims

  • PROSHARES TR-$2.6M -36.3%
  • RTX CORPORATION-$1.6M -95.4%
  • GENERAL DYNAMICS CORP-$1.2M -94.4%
  • NORTHROP GRUMMAN CORP-$1.2M -95.9%
  • MERCADOLIBRE INC-$897.6K -40.7%
Show all 94 →

New Positions

  • HONEYWELL INTL INC$1.5M
  • HONEYWELL AEROSPACE INC$1.5M
  • NOKIA CORP$672.1K
  • SEABRIDGE GOLD INC$280.6K
  • AUTOZONE INC$169.4K
Show all 158 →

Exited Positions

  • HONEYWELL INTL INC$3.1M
  • LOCKHEED MARTIN CORP$1.6M
  • HUNTINGTON INGALLS INDS INC$1.5M
  • SEABRIDGE GOLD INC$308.9K
  • HOLOGIC INC$226.8K
Show all 16 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UNION PAC CORP UNP 907818108 $7.6M 5.09% 28,000 SH
2 QUANTA SVCS INC PWR 74762E102 $5.0M 3.37% 7,001 SH
3 APPLE INC AAPL 037833100 $2.7M 1.79% 9,260 SH
4 APPLE INC AAPL 037833100 $2.5M 1.69% 8,720 SH
5 MYR GROUP INC MYRG 55405W104 $2.5M 1.67% 5,000 SH
6 MICRON TECHNOLOGY INC MU 595112103 $1.8M 1.23% 1,600 SH
7 OMNICOM GROUP INC OMC 681919106 $1.8M 1.20% 24,648 SH
8 BARRICK MNG CORP B 06849F108 $1.6M 1.07% 43,500 SH
9 MICRON TECHNOLOGY INC MU 595112103 $1.6M 1.04% 1,350 SH
10 MICRON TECHNOLOGY INC MU 595112103 $1.6M 1.04% 1,350 SH
11 PROSHARES TR SH 74349Y753 $1.4M 0.93% 42,255 SH
12 ENTERPRISE PRODS PARTNERS L EPD 293792107 $1.4M 0.93% 37,940 SH
13 MERCADOLIBRE INC MELI 58733R102 $1.3M 0.88% 772 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.84% 2,500 SH
15 UNION PAC CORP UNP 907818108 $1.2M 0.78% 4,300 SH
16 M & T BK CORP MTB 55261F104 $1.1M 0.76% 4,802 SH
17 SPDR GOLD TR GLD 78463V107 $1.1M 0.74% 3,000 SH
18 M & T BK CORP MTB 55261F104 $1.1M 0.72% 4,500 SH
19 WASTE CONNECTIONS INC WCN 94106B101 $1.0M 0.67% 6,000 SH
20 M & T BK CORP MTB 55261F104 $966.3K 0.65% 4,060 SH
21 CORNING INC GLW 219350105 $881.2K 0.59% 3,450 SH
22 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $854.6K 0.57% 1,144 SH
23 PFIZER INC PFE 717081103 $782.8K 0.52% 32,510 SH
24 PFIZER INC PFE 717081103 $782.8K 0.52% 32,510 SH
25 SELECT SECTOR SPDR TR XLV 81369Y209 $781.4K 0.52% 4,925 SH
26 SELECT SECTOR SPDR TR XLV 81369Y209 $781.4K 0.52% 4,925 SH
27 SELECT SECTOR SPDR TR XLP 81369Y308 $778.8K 0.52% 9,375 SH
28 SELECT SECTOR SPDR TR XLP 81369Y308 $778.8K 0.52% 9,375 SH
29 MICROSOFT CORP MSFT 594918104 $775.1K 0.52% 2,078 SH
30 WALMART INC WMT 931142103 $691.8K 0.46% 6,108 SH
31 SELECT SECTOR SPDR TR XLU 81369Y886 $680.1K 0.45% 15,000 SH
32 BRISTOL-MYERS SQUIBB CO BMY 110122108 $625.2K 0.42% 10,850 SH
33 BRISTOL-MYERS SQUIBB CO BMY 110122108 $625.2K 0.42% 10,850 SH
34 MICROSOFT CORP MSFT 594918104 $621.8K 0.42% 1,667 SH
35 ABBVIE INC ABBV 00287Y109 $600.4K 0.40% 2,386 SH
36 LIBERTY MEDIA CORP DEL FWONK 531229755 $570.8K 0.38% 6,000 SH
37 KKR & CO INC KKR 48251W104 $550.7K 0.37% 6,000 SH
38 CONSOLIDATED EDISON INC ED 209115104 $542.6K 0.36% 4,905 SH
39 CONSOLIDATED EDISON INC ED 209115104 $542.6K 0.36% 4,905 SH
40 ONEOK INC NEW OKE 682680103 $540.6K 0.36% 6,218 SH
41 SELECT SECTOR SPDR TR XLF 81369Y605 $536.1K 0.36% 10,000 SH
42 INVESCO QQQ TR QQQ 46090E103 $519.1K 0.35% 705 SH
43 MERCK & CO INC MRK 58933Y105 $514.0K 0.34% 4,000 SH
44 JOHNSON & JOHNSON JNJ 478160104 $507.9K 0.34% 2,000 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $499.6K 0.33% 669 SH
46 VICOR CORP VICR 925815102 $493.7K 0.33% 1,300 SH
47 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $492.9K 0.33% 660 SH
48 INVESCO QQQ TR QQQ 46090E103 $486.6K 0.33% 661 SH
49 OMNICOM GROUP INC OMC 681919106 $473.3K 0.32% 6,499 SH
50 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $425.4K 0.28% 1,100 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $149.7M 4,311 0001398344-26-013168
2026-03-31 2026-05-26 $131.5M 3,956 0001398344-26-009705
2022-12-31 2023-02-14 $38.4M 964 0001398344-23-003089