Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AXS Investments LLC (CIK 1801467) reported $247.6M across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($71.7M, 28.94%), SPY ($6.2M, 2.51%), PLTR ($5.9M, 2.37%), META ($4.6M, 1.86%), GOOGL ($4.6M, 1.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUST | $71.7M | 28.94% | 124,179 | Added |
| 2 | SPY | SS SPDR S&P 500 ETF TRUST | $6.2M | 2.51% | 9,543 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIE CL A | $5.9M | 2.37% | 40,073 | Trimmed |
| 4 | META | META PLATFORMS INC | $4.6M | 1.86% | 8,066 | Trimmed |
| 5 | GOOGL | ALPHABET INC CL A | $4.6M | 1.86% | 16,006 | Trimmed |
| 6 | NVDA | NVIDIA CORP COM | $4.5M | 1.82% | 25,862 | Trimmed |
| 7 | NFLX | NETFLIX COM INC COM | $4.3M | 1.75% | 45,190 | Trimmed |
| 8 | CWB | STATE STREET SPDR BLOOMBERG CONV | $4.3M | 1.72% | 46,587 | Trimmed |
| 9 | REZ | ISHARES TR RESIDENTIAL MULT | $4.0M | 1.61% | 47,850 | Trimmed |
| 10 | USRT | ISHARES TR CRE U S REIT ETF | $3.9M | 1.59% | 66,350 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $3.8M | 1.55% | 10,354 | Trimmed |
| 12 | JAAA | JANUS DETROIT STR TR HENDRSON AAA CL | $3.8M | 1.52% | 74,636 | Trimmed |
| 13 | AAPL | APPLE INC | $3.5M | 1.40% | 13,633 | Trimmed |
| 14 | PROSHARES TR ULTRAPRO SHORT Q | $3.4M | 1.39% | 42,689 | Hold | |
| 15 | MA | MASTERCARD INC CL A | $3.3M | 1.33% | 6,606 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $3.3M | 1.33% | 9,770 | Trimmed |
| 17 | ORCL | ORACLE CORP | $3.3M | 1.32% | 22,291 | Trimmed |
| 18 | VRT | VERTIV HOLDINGS CO COM CL A | $3.1M | 1.26% | 12,500 | Hold |
| 19 | IBM | INTL BUSINESS MACHINES CORP | $2.7M | 1.11% | 11,332 | Trimmed |
| 20 | SRLN | STATE STREET BLACKST SENIOR LOAN ETF | $2.4M | 0.98% | 60,287 | Added |
| 21 | HYGH | ISHARES U S ETF TR IT RT HDG HGYL | $2.4M | 0.98% | 28,387 | Added |
| 22 | AGZD | WISDOMTREE TR INTRST RATE HDGE | $2.4M | 0.98% | 107,225 | Added |
| 23 | VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $2.4M | 0.97% | 48,191 | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE SHORT TERM TREAS | $2.4M | 0.97% | 41,147 | Added |
| 25 | SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $2.4M | 0.97% | 21,803 | Added |
Source: SEC Form 13F filings · as of 2026-03-31