Axiom Investment Management LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
285
Total value ($000)
$120,789
Net value change ($000)
-28,865 (-19.3%)
New positions
16
Sold out positions
255
Turnover %
25.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TLT 12,444 82960.0%
WMB 1,295 485.0%
MSFT 1,229 39.2%
SH 406 8.9%
NVDA 362 12.7%
PSQ 309 43.6%
B 268 10.7%
CAT 228 633.3%
T 223 26.0%
PM 213 72.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -8,157 -100.0%
PWR -5,199 -100.0%
MU -2,256 -34.9%
QQQ -2,084 -100.0%
XLV -1,608 -81.5%
XLP -1,584 -96.8%
BAC -1,515 -100.0%
PFE -1,494 -72.1%
AMZN -1,357 -100.0%
GLW -1,352 -39.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type