AXS Investments LLC

Q2 2026 13F-HR Holdings

Location
Port Chester, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$352,669
Net value change ($000)
+105,025 (42.4%)
New positions
21
Sold out positions
17
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
QQQ 99,608 139.0%
MU 7,602 230.3%
AMD 3,458 267.2%
LRCX 3,291 378.7%
CRWD 2,185 181.2%
FALN 1,717 NEW
SHYG 1,716 NEW
JNK 1,716 NEW
VGIT 1,711 NEW
VWOB 1,711 NEW
Top Reduces (Value $000, Stocks/ETFs)
REZ -3,982 -100.0%
USRT -3,927 -100.0%
CWB -2,536 -59.5%
SHV -2,407 -100.0%
JAAA -2,048 -54.5%
ASML -1,985 -100.0%
SQQQ -1,886 -54.9%
MORT -1,626 -100.0%
PREF -1,377 -100.0%
NFLX -1,232 -28.4%
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