AXS Investments LLC

Q3 2026 13F-HR Holdings

Location
Port Chester, NY
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$1,028,419
Net value change ($000)
+675,750 (191.6%)
New positions
28
Sold out positions
22
Turnover %
43.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 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)
LITE 190,687 NEW
NBIS 182,547 NEW
QQQ 175,248 102.3%
CRWV 91,453 18181.5%
ARKK 33,774 NEW
PULS 5,560 NEW
CORZ 3,937 NEW
MSFT 1,664 46.2%
META 1,653 34.7%
ASML 1,609 NEW
Top Reduces (Value $000, Stocks/ETFs)
MU -5,012 -46.0%
LRCX -3,296 -79.2%
FALN -1,717 -100.0%
SHYG -1,716 -100.0%
JNK -1,716 -100.0%
VTIP -1,715 -100.0%
VGSH -1,715 -100.0%
VGIT -1,711 -100.0%
VWOB -1,711 -100.0%
VCIT -1,711 -100.0%
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