AI
| |
AXS Investments LLC13F | |
| AXS Investments LLC | |
| Last update 2026-05-13 | 189 Stocks (11 new) |
| Value $248.00 Mil | Turnover 37 % |
AXS Investments LLC Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 124,179 | 71,673.6 | +0.77% | 28.940 | +0.22% | 0.020 | +8.46% | +14.34% | 464,712.3 | ||
SPY | State Street SPDR S&P 500 ETF Trust | 9,543 | 6,206.2 | +3.07% | 2.510 | +0.07% | 0.000 | +5.39% | +9.83% | 778,836.5 | ||
PLTR | Palantir Technologies Inc | 40,073 | 5,861.9 | -17.54% | 2.370 | -0.52% | 0.000 | -7.72% | -24.26% | 322,726.1 | Software | |
META | Meta Platforms Inc | 8,066 | 4,614.8 | -17.79% | 1.860 | -0.40% | 0.000 | -2.80% | -1.12% | 1,653,808.2 | Interactive Media | |
GOOGL | Alphabet Inc | 16,006 | 4,602.7 | -16.59% | 1.860 | -0.34% | 0.000 | +5.17% | +13.46% | 4,324,047.5 | Interactive Media | |
NVDA | NVIDIA Corp | 25,862 | 4,510.3 | -33.97% | 1.820 | -0.86% | 0.000 | +1.04% | +9.47% | 4,939,025.2 | Semiconductors | |
NFLX | Netflix Inc | 45,190 | 4,345.0 | -25.18% | 1.750 | -0.49% | 0.000 | -28.57% | -27.76% | 285,218.4 | Media - Diversified | |
CWB |
State Street SPDR Bloomberg Convertible Securities ETF
State Street SPDR Bloomberg Convertible Securities ETF
| 46,587 | 4,263.6 | -7.67% | 1.720 | -0.12% | 0.080 | +1.83% | +15.59% | 5,835.7 | ||
REZ |
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
| 47,850 | 3,981.6 | -0.71% | 1.610 | -0.01% | 0.510 | +8.98% | +18.25% | 899.0 | ||
USRT | iShares Core U.S. REIT ETF | 66,350 | 3,927.3 | -3.32% | 1.590 | -0.04% | 0.110 | +6.34% | +21.35% | 4,623.8 |
AXS Investments LLC's Historical Top Holdings Breakdowns
AXS Investments LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -0.86% | 165.17 ($183.46) 195.56 | $204.66 | 11.56% | Reduce -33.97% | 25,862 | -13,308 | |
ASML | ASML Holding NV | 2026-03-31 | New Buy New Buy | +0.80% | 1163.78 ($1370.36) 1526.51 | $1,737.14 | 26.77% | New holding | 1,503 | 1,503 | |
JNK |
State Street SPDR Bloomberg High Yield Bond ETF
State Street SPDR Bloomberg High Yield Bond ETF
| 2026-03-31 | Sold Out Sold Out | -0.54% | 94.66 ($96.9) 97.92 | $95.97 | -0.95% | Sold Out | 0 | -16,183 | |
FALN | iShares Fallen Angels USD Bond ETF | 2026-03-31 | Sold Out Sold Out | -0.54% | 26.41 ($27.28) 27.65 | $27.08 | -0.73% | Sold Out | 0 | -57,250 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2026-03-31 | Sold Out Sold Out | -0.54% | 81.92 ($83.67) 84.72 | $81.70 | -2.35% | Sold Out | 0 | -18,659 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2026-03-31 | Sold Out Sold Out | -0.54% | 59.09 ($59.91) 60.73 | $58.52 | -2.32% | Sold Out | 0 | -26,081 | |
VWOB |
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
| 2026-03-31 | Sold Out Sold Out | -0.54% | 65 ($67.22) 68.37 | $66.35 | -1.30% | Sold Out | 0 | -23,247 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2026-03-31 | Sold Out Sold Out | -0.54% | 41.89 ($42.69) 43.12 | $42.24 | -1.04% | Sold Out | 0 | -36,660 | |
JBBB | Janus Henderson B-BBB CLO ETF | 2026-03-31 | Sold Out Sold Out | -0.54% | 46.6 ($47.49) 48.26 | $47.48 | -0.03% | Sold Out | 0 | -32,898 | |
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 2026-03-31 | Sold Out Sold Out | -0.53% | 73.43 ($75.98) 77.44 | $73.08 | -3.82% | Sold Out | 0 | -20,259 |
AXS Investments LLC Total Holding History ($B)
AXS Investments LLC's Asset Allocation
AXS Investments LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
AXS Investments LLC's Hypothetical Growth since 2026-03-31
AXS Investments LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
AXS Investments LLC's Holdings Heat Map
Size field:
AXS Investments LLC's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers