AXS Investments LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$243.8B

Holdings

145

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
101
ABNBAIRBNB INC COM CL A
6,148$813.6M0.33%
102
ROPROPER TECHNOLOGIES
1,433$812.3M0.33%
103
JPMJPMORGAN CHASE & CO COM
2,508$727.1M0.30%
104
WDAYWORKDAY INC CL A
2,901$696.2M0.29%
105
EQHEQUITABLE HOLDINGS INC
12,000$673.2M0.28%
106
CPRTCOPART INC COM
12,898$632.9M0.26%
107
FTAIFORTRESS TRANS INFRS COM REP LTD LIAB
5,500$632.7M0.26%
108
FICOFAIR ISAAC CORP
326$595.9M0.24%
109
ALKSALKERMES PLC
20,800$595.1M0.24%
110
VRSKVERISK ANALYTICS INC CL A
1,873$583.4M0.24%
111
TTWOTAKE-TWO INTERACTIVE SOFTWRE
2,356$572.2M0.23%
112
UNHUNITEDHEALTH GROUP INC
1,831$571.2M0.23%
113
GEGENERAL ELECTRIC CO
2,203$567.0M0.23%
114
GVAGRANITE CONSTRUCTION INC
6,000$561.1M0.23%
115
FISFIDELITY NATL INFORM COM
6,696$545.1M0.22%
116
TEAMATLASSIAN CORP CL A
2,329$473.0M0.19%
117
ABTABBOTT LABORATORIES
3,471$472.1M0.19%
118
ANETARISTA NETWORKS INC
4,289$438.8M0.18%
119
NVONOVO NORDISK A/S-SPONS ADR
6,000$414.1M0.17%
120
CATCATERPILLAR INC
1,054$409.2M0.17%
121
WMTWALMART INC
4,121$403.0M0.17%
122
RTXRTX CORP
2,758$402.7M0.17%
123
JAZZJAZZ PHARMACEUTICALS PLC
3,608$382.9M0.16%
124
WMSADVANCED DRAINAGE SYSTEMS INC
3,300$379.0M0.16%
125
SPGIS&P GLOBAL INC
712$375.4M0.15%
126
TTDTHE TRADE DESK INC COM CL A
5,000$359.9M0.15%
127
HONHONEYWELL INTERNATIONAL INC
1,508$351.2M0.14%
128
BABOEING CO COM
1,659$347.6M0.14%
129
PGPROCTER & GAMBLE CO THE
2,082$331.7M0.14%
130
APOAPOLLO GLOBAL MGMT INC
2,300$326.3M0.13%
131
ETNEATON CORP PLC
909$324.5M0.13%
132
TMOTHERMO FISHER SCIENTIFIC INC
795$322.3M0.13%
133
FIXCOMFORT SYS USA INC COM
600$321.7M0.13%
134
UNPUNION PACIFIC CORP
1,391$320.0M0.13%
135
SUSUNCOR ENERGY INC NEW
8,395$314.4M0.13%
136
BACBANK OF AMERICA
6,207$293.7M0.12%
137
DEDEERE & CO
573$291.4M0.12%
138
XOMEXXON MOBIL CORP
2,650$285.7M0.12%
139
DHRDANAHER CORP
1,417$279.9M0.11%
140
URIUNITED RENTALS INC COM
350$263.7M0.11%
141
KOCOCA-COLA CO THE
3,660$258.9M0.11%
142
LINLINDE PLC COM
505$236.9M0.10%
143
MDTMEDTRONIC PLC
2,567$223.8M0.09%
144
WFCWELLS FARGO & COMPANY
2,783$223.0M0.09%
145
4I1PHILIP MORRIS INTL INC
1,178$214.5M0.09%
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