AXS Investments LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$208.4M

Holdings

194

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
1
PLTRPALANTIR TECHNOLOGIE CL A
48,596$8.6M4.14%
2
NVDANVIDIA CORP COM
39,170$7.3M3.51%
3
METAMETA PLATFORMS INC
9,811$6.5M3.11%
4
GOOGLALPHABET INC CL A
19,189$6.0M2.88%
5
NFLXNETFLIX COM INC COM
60,399$5.7M2.72%
6
MSFTMICROSOFT CORP
10,934$5.3M2.54%
7
MAMASTERCARD INC CL A
8,252$4.7M2.26%
8
CWBSTATE STREET SPDR BLOOMBERG CONV
50,458$4.5M2.16%
9
ORCLORACLE CORP
22,496$4.4M2.10%
10
AAPLAPPLE INC
14,685$4.0M1.92%
11
REZISHARES TR RESIDENTIAL MULT
48,191$4.0M1.91%
12
USRTISHARES TR CRE U S REIT ETF
68,628$3.9M1.88%
13
JAAAJANUS DETROIT STR TR HENDRSON AAA CL
76,499$3.9M1.86%
14
IBMINTL BUSINESS MACHINES CORP
12,896$3.8M1.83%
15
CRMSALESFORCE INC
13,336$3.5M1.69%
16
TSLATESLA INC
6,784$3.0M1.46%
17
APPAPPLOVIN CORP COM CL A
4,512$3.0M1.46%
18
SQQQPROSHARES TR ULTRAPRO SHORT Q
42,689$2.9M1.40%
19
MUMICRON TECHNOLOGY INC
10,134$2.9M1.39%
20
MORTVANECK ETF TRUST MORTGAGE REIT
266,501$2.8M1.34%
21
INTUINTUIT INC
3,906$2.6M1.24%
22
NOWSERVICENOW INC COM
16,070$2.5M1.18%
23
PANWPALO ALTO NETWORKS I COM
13,178$2.4M1.16%
24
UBERUBER TECHNOLOGIES INC
29,214$2.4M1.15%
25
CRWDCROWDSTRIKE HLDGS IN CL A
5,073$2.4M1.14%
26
SPOTSPOTIFY COMMON
4,064$2.4M1.13%
27
PREFPRINCIPAL SPECTRUM PREFERRED AND INCOME
123,103$2.3M1.13%
28
ACNACCENTURE PLC
8,623$2.3M1.11%
29
AMZNAMAZON.COM INC
9,231$2.1M1.02%
30
BRK/BBERKSHIRE HATHAWAY INC
4,083$2.1M0.98%
31
ADBEADOBE INC
5,795$2.0M0.97%
32
VRTVERTIV HOLDINGS CO COM CL A
12,500$2.0M0.97%
33
ADPAUTOMATIC DATA PROCESSING
7,817$2.0M0.96%
34
SHPROSHARES SHORTT PSHS SHRT S&P500
55,000$2.0M0.95%
35
AGZDWISDOMTREE TR INTRST RATE HDGE
70,395$1.6M0.76%
36
TELTE CONNECTIVITY PLC
6,942$1.6M0.76%
37
HYGHISHARES U S ETF TR IT RT HDG HGYL
18,296$1.6M0.76%
38
VGSHVANGUARD SCOTTSDALE SHORT TERM TREAS
26,794$1.6M0.75%
39
JNKSTATE STREET SPDR BLMB HIGH YIELD BOND
16,183$1.6M0.75%
40
VCSHVANGUARD SCOTTSDALE SHRT-TERM CORP
19,717$1.6M0.75%
41
SRLNSTATE STREET BLACKST SENIOR LOAN ETF
38,111$1.6M0.75%
42
SHYGISHARES TR 0-5YR HI YL CP
36,660$1.6M0.75%
43
JBBBJANUS DETROIT STR TR B-BBB CLO ETF
32,898$1.6M0.75%
44
VMBSVANGUARD SCOTTSDALE MTG-BKD SECS ETF
33,311$1.6M0.75%
45
VWOBVANGUARD WHITEHALL F EMERG MKT BD ETF
23,247$1.6M0.75%
46
AMLPALPS ETF TR ALERIAN MLP
33,318$1.6M0.75%
47
VGITVANGUARD SCOTTSDALE INTER TERM TREAS
26,081$1.6M0.75%
48
VCITVANGUARD SCOTTSDALE INT-TERM CORP
18,659$1.6M0.75%
49
FALNISHARES TR FALN ANGLS USD
57,250$1.6M0.75%
50
VVISA INC CLASS A
4,450$1.6M0.75%
51
VTIPVANGUARD MALVERN FDS STRM INFPROIDX
31,466$1.6M0.75%
52
VCLTVANGUARD SCOTTSDALE LG-TERM COR BD
20,259$1.5M0.74%
53
VGLTVANGUARD SCOTTSDALE LONG TERM TREAS
27,384$1.5M0.73%
54
SDSPROSHARES TR ULTRASHT SP500
22,120$1.5M0.73%
55
AVGOBROADCOM INC
4,299$1.5M0.71%
56
MLB1MERCADOLIBRE INC COM
719$1.4M0.69%
57
AMDADVANCED MICRO DEVICES
6,420$1.4M0.66%
58
SNPSSYNOPSYS INC
2,816$1.3M0.63%
59
SYKSTRYKER CORP
3,748$1.3M0.63%
60
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
4,300$1.3M0.63%
61
BSXBOSTON SCIENTIFIC CORP
13,667$1.3M0.63%
62
PFFAETFIS SER TR I VIRTUS INFRCAP
60,287$1.3M0.62%
63
HOODROBINHOOD MKTS INC COM CL A
11,480$1.3M0.62%
64
ISRGINTUITIVE SURGICAL INC
2,267$1.3M0.62%
65
DASHDOORDASH INC CL A
5,438$1.2M0.59%
66
CDNSCADENCE DESIGN SYS INC
3,772$1.2M0.57%
67
SHVISHARES 0-1 YEAR TREASURY BOND ETF
10,300$1.1M0.54%
68
SNOWSNOWLAKE, INC. COM
5,137$1.1M0.54%
69
TTTRANE TECHNOLOGIES PLC
2,890$1.1M0.54%
70
FTAIFORTRESS TRANS INFRS COM REP LTD LIAB
5,500$1.1M0.52%
71
GRMNGARMIN LTD
4,820$977K0.47%
72
GEHCGE HEALTHCARE TECHNO COMMON STOCK
11,679$957K0.46%
73
LHLABCORP HOLDINGS INC
3,808$955K0.46%
74
ABNBAIRBNB INC COM CL A
6,435$873K0.42%
75
ADSKAUTODESK INC COM
2,949$872K0.42%
76
JPMJPMORGAN CHASE & CO COM
2,475$797K0.38%
77
UNHUNITEDHEALTH GROUP INC
2,408$794K0.38%
78
RBLXROBLOX CORP CL A
8,930$723K0.35%
79
COINCOINBASE GLOBAL INC COM CL A
3,156$713K0.34%
80
NETCLOUDFLARE INC CL A COM
3,558$701K0.34%
81
GVAGRANITE CONSTRUCTION INC
6,000$692K0.33%
82
GEGENERAL ELECTRIC CO
2,231$687K0.33%
83
FTNTFORTINET INC COM
8,587$681K0.33%
84
ROPROPER TECHNOLOGIES
1,490$663K0.32%
85
CNHICNH INDUSTRIAL NV
71,570$659K0.32%
86
WDAYWORKDAY INC CL A
3,040$652K0.31%
87
DDOGDATADOG INC CL A COM
4,795$652K0.31%
88
TMOTHERMO FISHER SCIENTIFIC INC
1,075$622K0.30%
89
EAELECTRONIC ARTS INC
3,000$612K0.29%
90
TTWOTAKE-TWO INTERACTIVE SOFTWRE
2,341$599K0.29%
91
CATCATERPILLAR INC
1,034$592K0.28%
92
MIGASTRATEGY INC
3,875$588K0.28%
93
ABTABBOTT LABORATORIES
4,627$579K0.28%
94
JAZZJAZZ PHARMACEUTICALS PLC
3,384$575K0.28%
95
EQHEQUITABLE HOLDINGS INC
12,000$571K0.27%
96
FIXCOMFORT SYS USA INC COM
600$559K0.27%
97
ALKSALKERMES PLC
19,500$545K0.26%
98
FICOFAIR ISAAC CORP
320$540K0.26%
99
WMTWALMART INC
4,787$533K0.26%
100
ANETARISTA NETWORKS INC
4,000$524K0.25%
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