AXA S.A.

CIK: 0000898427SEC EDGAR →

Portfolio Value

$211.0M

Holdings

73

As of

Q4 2025

New Positions

73

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

67,929$46.0M
21.80%
2

TOTALENERGIES SE

204,844$11.0M
5.21%
3

NVIDIA CORPORATION

56,866$10.0M
4.74%
4

ISHARES INC

154,400$10.0M
4.74%
5

MICROSOFT CORP

21,346$9.0M
4.27%
6

APPLE INC

30,048$8.0M
3.79%
7

BERKSHIRE HATHAWAY INC DEL

17,870$8.0M
3.79%
8

AMAZON COM INC

33,565$7.0M
3.32%
9

ALPHABET INC

20,911$6.0M
2.84%
10

ALPHABET INC

17,301$5.0M
2.37%

Quarterly Changes

Top Buys

SPYNEW
$46.0M
TTENEW
$11.0M
NVDANEW
$10.0M
IEMGNEW
$10.0M
MSFTNEW
$9.0M

Top Sells

No sells this quarter

New Positions (73)

$46.0M · 68K shares
$11.0M · 205K shares
$10.0M · 57K shares
$10.0M · 154K shares
$9.0M · 21K shares
$8.0M · 30K shares
$8.0M · 18K shares
$7.0M · 34K shares
$6.0M · 21K shares
$5.0M · 17K shares
$4.0M · 3.3M shares
$4.0M · 503K shares
$4.0M · 11K shares
$3.0M · 49K shares
$3.0M · 10K shares
$3.0M · 6K shares
$2.0M · 8K shares
$2.0M · 3K shares
$1.0M · 38K shares
$1.0M · 16K shares
$1.0M · 5K shares
$1.0M · 20K shares
$1.0M · 4K shares
$1.0M · 5K shares
$1.0M · 13K shares
$1.0M · 8K shares
$1.0M · 2K shares
$1.0M · 9K shares
$1.0M · 15K shares
$1.0M · 6K shares
$1.0M · 7K shares
$1.0M · 18K shares
$1.0M · 15K shares
$1.0M · 5K shares
$1.0M · 1K shares
$1.0M · 4K shares
$1.0M · 2K shares
$1.0M · 10K shares
$1.0M · 20K shares
$1.0M · 11K shares
$1.0M · 9K shares
$1.0M · 6K shares
$1.0M · 11K shares
$1.0M · 4K shares
$0 · 11K shares
$0 · 4K shares
$0 · 2K shares
$0 · 306 shares
$0 · 2K shares
$0 · 3K shares
$0 · 3K shares
$0 · 584 shares
$0 · 993 shares
$0 · 4K shares
$0 · 5K shares
$0 · 1K shares
$0 · 5K shares
$0 · 773 shares
$0 · 11K shares
$0 · 6K shares
$0 · 8K shares
$0 · 3K shares
$0 · 16K shares
$0 · 2K shares
$0 · 4K shares
$0 · 9K shares
$0 · 178 shares
$0 · 3K shares
$0 · 3K shares
$0 · 18K shares
$0 · 1K shares
$0 · 9K shares
$0 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services9$62.0M36.3%
Technology18$36.0M21.1%
Consumer Cyclical11$18.0M10.5%
Communication Services4$15.0M8.8%
Energy2$11.0M6.4%
Unknown2$9.0M5.3%
Healthcare9$7.0M4.1%
Consumer Defensive4$5.0M2.9%
Real Estate2$4.0M2.3%
Industrials8$2.0M1.2%
Basic Materials3$1.0M0.6%
Utilities1$1.0M0.6%