$99.5 Million is the total value of Axiom Investment Management LLC's 2022 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 37.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MU | Sell | MICRON TECHNOLOGY INC | $8,702,000 | -17.2% | 122,558 | -1.0% | 8.75% | +7.2% |
| MSFT | Sell | MICROSOFT CORP | $5,234,000 | -12.7% | 18,562 | -16.3% | 5.26% | +13.1% |
| GILD | Buy | GILEAD SCIENCES INC | $5,076,000 | +4.8% | 72,677 | +3.3% | 5.10% | +35.8% |
| AAPL | Sell | APPLE INC | $4,894,000 | -4.0% | 34,597 | -7.0% | 4.92% | +24.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,707,000 | -18.5% | 1,763 | -25.5% | 4.73% | +5.6% |
| AMZN | Sell | AMAZON COM INC | $3,817,000 | -8.3% | 1,160 | -4.2% | 3.84% | +18.8% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $2,904,000 | -65.5% | 28,225 | -68.5% | 2.92% | -55.3% |
| GLD | Buy | SPDR GOLD TR | $2,441,000 | +14.5% | 14,865 | +15.5% | 2.45% | +48.4% |
| NVDA | Buy | NVIDIA CORPORATION | $2,068,000 | +49.4% | 10,028 | +479.3% | 2.08% | +93.6% |
| FB | Sell | FACEBOOK INCcl a | $2,050,000 | -42.5% | 6,040 | -41.1% | 2.06% | -25.5% |
| PWR | Buy | QUANTA SVCS INC | $1,940,000 | +25.7% | 17,044 | +0.1% | 1.95% | +62.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,674,000 | -2.8% | 2,900 | -1.2% | 1.68% | +26.0% |
| NFLX | Buy | NETFLIX INC | $1,589,000 | +35.1% | 2,596 | +16.4% | 1.60% | +75.1% |
| DKNG | Buy | DRAFTKINGS INC | $1,500,000 | -6.2% | 31,163 | +1.6% | 1.51% | +21.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,426,000 | -22.9% | 12,786 | -17.0% | 1.43% | -0.1% |
| KKR | Buy | KKR & CO INC | $1,388,000 | +2.9% | 22,807 | +0.2% | 1.40% | +33.4% |
| SMH | VANECK ETF TRUSTsemiconductr etf | $1,281,000 | -2.3% | 5,000 | 0.0% | 1.29% | +26.6% | |
| PFE | Sell | PFIZER INC | $1,269,000 | -0.2% | 29,431 | -9.2% | 1.28% | +29.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,243,000 | +1.4% | 4,279 | +0.0% | 1.25% | +31.3% |
| DDD | Sell | 3-D SYS CORP DEL | $1,180,000 | -33.7% | 42,800 | -3.8% | 1.19% | -14.1% |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $1,180,000 | – | 19,977 | +100.0% | 1.19% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,176,000 | -5.1% | 441 | -10.5% | 1.18% | +23.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,062,000 | -2.8% | 4,500 | +0.7% | 1.07% | +25.8% |
| ABBV | Buy | ABBVIE INC | $912,000 | -3.9% | 8,454 | +0.3% | 0.92% | +24.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $893,000 | -21.0% | 5,470 | -24.8% | 0.90% | +2.4% |
| BAC | Buy | BK OF AMERICA CORP | $880,000 | +35.2% | 20,728 | +31.7% | 0.88% | +75.0% |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $868,000 | – | 22,721 | +100.0% | 0.87% | – |
| NEE | NEXTERA ENERGY INC | $841,000 | +7.3% | 10,711 | 0.0% | 0.84% | +39.0% | |
| BX | Sell | BLACKSTONE INC | $825,000 | -15.0% | 7,088 | -29.0% | 0.83% | +10.1% |
| ILMN | Buy | ILLUMINA INC | $810,000 | -13.1% | 1,996 | +1.3% | 0.81% | +12.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $786,000 | -33.5% | 1,828 | -33.6% | 0.79% | -13.8% |
| ROKU | ROKU INC | $771,000 | -31.8% | 2,460 | 0.0% | 0.78% | -11.6% | |
| EXEL | Sell | EXELIXIS INC | $766,000 | -50.4% | 36,231 | -57.2% | 0.77% | -35.7% |
| MUB | Sell | ISHARES TRnational mun etf | $714,000 | -8.5% | 6,151 | -7.6% | 0.72% | +18.7% |
| V | Buy | VISA INC | $712,000 | -3.4% | 3,192 | +1.2% | 0.72% | +25.2% |
| ARKF | ARK ETF TRfintech innova | $711,000 | -8.6% | 14,425 | 0.0% | 0.72% | +18.4% | |
| VOO | VANGUARD INDEX FDS | $692,000 | +0.3% | 1,754 | 0.0% | 0.70% | +30.1% | |
| PLD | Sell | PROLOGIS INC. | $685,000 | +4.9% | 5,456 | -0.0% | 0.69% | +35.7% |
| MRK | Buy | MERCK & CO INC | $667,000 | +87.9% | 8,854 | +94.1% | 0.67% | +143.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $644,000 | +5.7% | 17,050 | +2.7% | 0.65% | +37.1% |
| PSQ | New | PROSHARES TRshort qqq new | $641,000 | – | 52,586 | +100.0% | 0.64% | – |
| UL | Buy | UNILEVER PLCspon adr new | $634,000 | -7.0% | 11,718 | +0.7% | 0.64% | +20.4% |
| SH | New | PROSHARES TRshort s&p 500 ne | $603,000 | – | 39,657 | +100.0% | 0.61% | – |
| LRCX | Sell | LAM RESEARCH CORP | $569,000 | -38.7% | 1,000 | -29.8% | 0.57% | -20.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $568,000 | -21.9% | 8,667 | -19.7% | 0.57% | +1.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $562,000 | +12.4% | 4,890 | +12.7% | 0.56% | +45.6% |
| SCHW | Buy | SCHWAB CHARLES CORP | $558,000 | +0.4% | 7,663 | +0.2% | 0.56% | +30.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $540,000 | -2.5% | 3,356 | -0.0% | 0.54% | +26.3% |
| HON | Sell | HONEYWELL INTL INC | $505,000 | -3.6% | 2,379 | -0.0% | 0.51% | +25.1% |
| AMKR | Sell | AMKOR TECHNOLOGY INC | $501,000 | -54.7% | 20,066 | -57.1% | 0.50% | -41.3% |
| ABT | Buy | ABBOTT LABS | $500,000 | +2.5% | 4,225 | +0.2% | 0.50% | +32.7% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $486,000 | 0.0% | 10,310 | +1.8% | 0.49% | +29.4% |
| REGN | REGENERON PHARMACEUTICALS | $484,000 | +8.3% | 800 | 0.0% | 0.49% | +40.1% | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $481,000 | -17.6% | 14,789 | -5.1% | 0.48% | +6.6% |
| NXPI | NXP SEMICONDUCTORS N V | $470,000 | -4.1% | 2,396 | 0.0% | 0.47% | +24.2% | |
| J | JACOBS ENGR GROUP INC | $464,000 | -0.6% | 3,500 | 0.0% | 0.47% | +28.7% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $444,000 | -77.7% | 1,800 | -77.3% | 0.45% | -71.2% |
| ZTS | Sell | ZOETIS INCcl a | $434,000 | +1.2% | 2,234 | -3.5% | 0.44% | +30.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $420,000 | +12.3% | 733 | 0.0% | 0.42% | +45.5% | |
| COP | Buy | CONOCOPHILLIPS | $386,000 | +40.4% | 5,688 | +25.9% | 0.39% | +82.2% |
| GS | GOLDMAN SACHS GROUP INC | $378,000 | -0.5% | 1,000 | 0.0% | 0.38% | +28.8% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $377,000 | +3.0% | 1,179 | -5.2% | 0.38% | +33.5% |
| TGT | Sell | TARGET CORP | $376,000 | -15.5% | 1,641 | -11.2% | 0.38% | +9.6% |
| MDT | Buy | MEDTRONIC PLC | $373,000 | +0.8% | 2,980 | +0.3% | 0.38% | +30.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $369,000 | +3.4% | 2,649 | -0.0% | 0.37% | +33.9% |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $359,000 | -4.0% | 8,500 | 0.0% | 0.36% | +24.5% | |
| LLY | Sell | LILLY ELI & CO | $357,000 | -41.0% | 1,548 | -41.3% | 0.36% | -23.5% |
| FISV | New | FISERV INC | $354,000 | – | 3,251 | +100.0% | 0.36% | – |
| CSCO | Buy | CISCO SYS INC | $353,000 | +2.9% | 6,482 | +0.1% | 0.36% | +33.5% |
| COIN | Sell | COINBASE GLOBAL INC | $344,000 | -24.1% | 1,555 | -11.4% | 0.35% | -1.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $341,000 | -3.1% | 2,959 | -0.1% | 0.34% | +25.6% |
| KLAC | Buy | KLA CORP | $340,000 | +3.3% | 1,017 | +0.3% | 0.34% | +34.1% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $339,000 | +0.6% | 3,941 | 0.0% | 0.34% | +30.7% | |
| AVIR | New | ATEA PHARMACEUTICALS INC | $336,000 | – | 9,500 | +100.0% | 0.34% | – |
| DRI | New | DARDEN RESTAURANTS INC | $334,000 | – | 2,222 | +100.0% | 0.34% | – |
| HD | Sell | HOME DEPOT INC | $327,000 | -14.2% | 998 | -16.7% | 0.33% | +11.1% |
| Y | ALLEGHANY CORP MD | $321,000 | -6.4% | 514 | 0.0% | 0.32% | +21.4% | |
| APH | Buy | AMPHENOL CORP NEWcl a | $317,000 | +48.8% | 4,375 | +40.7% | 0.32% | +93.3% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $317,000 | 0.0% | 6,500 | 0.0% | 0.32% | +29.7% | |
| FWONK | LIBERTY MEDIA CORP DEL | $310,000 | +6.5% | 6,040 | 0.0% | 0.31% | +38.1% | |
| FTNT | New | FORTINET INC | $309,000 | – | 1,050 | +100.0% | 0.31% | – |
| IPAC | Sell | ISHARES TRcore msci pac | $306,000 | -2.2% | 4,549 | -3.8% | 0.31% | +26.7% |
| HDV | Buy | ISHARES TRcore high dv etf | $300,000 | -2.0% | 3,177 | +0.1% | 0.30% | +27.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $293,000 | -27.3% | 4,729 | -21.4% | 0.29% | -6.1% |
| LOW | Sell | LOWES COS INC | $290,000 | -20.5% | 1,435 | -24.1% | 0.29% | +2.8% |
| KO | Sell | COCA COLA CO | $286,000 | -4.0% | 5,480 | -0.1% | 0.29% | +24.2% |
| AMAT | New | APPLIED MATLS INC | $281,000 | – | 2,190 | +100.0% | 0.28% | – |
| TTD | THE TRADE DESK INC | $277,000 | -9.2% | 3,950 | 0.0% | 0.28% | +17.3% | |
| DG | DOLLAR GEN CORP NEW | $269,000 | -1.1% | 1,256 | 0.0% | 0.27% | +28.0% | |
| TXN | Buy | TEXAS INSTRS INC | $268,000 | +0.8% | 1,401 | +0.4% | 0.27% | +30.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $259,000 | -0.4% | 1,544 | -2.5% | 0.26% | +28.7% |
| DBRG | Buy | DIGITALBRIDGE GROUP INC | $258,000 | +7.9% | 43,000 | +43.3% | 0.26% | +40.0% |
| NEWT | NEWTEK BUSINESS SVCS CORP | $254,000 | -20.6% | 9,172 | 0.0% | 0.26% | +2.8% | |
| DM | Sell | DESKTOP METAL INC | $244,000 | -42.3% | 34,148 | -7.1% | 0.24% | -25.3% |
| IQV | Sell | IQVIA HLDGS INC | $241,000 | -0.8% | 1,012 | -0.1% | 0.24% | +28.0% |
| TNDM | New | TANDEM DIABETES CARE INC | $239,000 | – | 2,000 | +100.0% | 0.24% | – |
| IRM | Buy | IRON MTN INC NEW | $235,000 | +12.4% | 5,435 | +9.8% | 0.24% | +45.7% |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $235,000 | – | 6,671 | +100.0% | 0.24% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $232,000 | -25.9% | 885 | -24.0% | 0.23% | -4.1% |
| NVS | Sell | NOVARTIS AGsponsored adr | $230,000 | -29.4% | 2,827 | -21.0% | 0.23% | -8.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $230,000 | -28.3% | 2,127 | -24.5% | 0.23% | -7.2% |
| VZIO | Sell | VIZIO HLDG CORP | $228,000 | -34.3% | 10,800 | -15.6% | 0.23% | -14.9% |
| BP | Sell | BP PLCsponsored adr | $226,000 | -25.2% | 8,268 | -27.6% | 0.23% | -3.0% |
| ETN | New | EATON CORP PLC | $226,000 | – | 1,515 | +100.0% | 0.23% | – |
| CVX | Sell | CHEVRON CORP NEW | $220,000 | -56.0% | 2,158 | -55.2% | 0.22% | -43.0% |
| CRM | Sell | SALESFORCE COM INC | $216,000 | -15.0% | 800 | -22.9% | 0.22% | +10.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $212,000 | -17.5% | 541 | -15.7% | 0.21% | +7.0% |
| FANG | New | DIAMONDBACK ENERGY INC | $210,000 | – | 2,214 | +100.0% | 0.21% | – |
| PANW | New | PALO ALTO NETWORKS INC | $206,000 | – | 432 | +100.0% | 0.21% | – |
| PYPL | New | PAYPAL HLDGS INC | $204,000 | – | 781 | +100.0% | 0.20% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $202,000 | -1.0% | 741 | +1.2% | 0.20% | +28.5% |
| XOM | EXXON MOBIL CORP | $201,000 | -6.5% | 3,416 | 0.0% | 0.20% | +21.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $168,000 | -9.2% | 1,200 | 0.0% | 0.17% | +17.4% | |
| EEM | New | ISHARES TRmsci emg mkt etf | $152,000 | – | 3,000 | +100.0% | 0.15% | – |
| F | Sell | FORD MTR CO DEL | $148,000 | -77.8% | 10,500 | -76.6% | 0.15% | -71.2% |
| XLE | SELECT SECTOR SPDR TRenergy | $104,000 | -3.7% | 2,000 | 0.0% | 0.10% | +25.0% | |
| XPDIW | New | POWER & DIGITAL INFRA ACQ CO*w exp 02/12/202 | $99,000 | – | 40,000 | +100.0% | 0.10% | – |
| AXTI | Sell | AXT INC | $98,000 | -84.7% | 11,816 | -79.7% | 0.10% | -80.2% |
| VO | VANGUARD INDEX FDSmid cap etf | $95,000 | 0.0% | 400 | 0.0% | 0.10% | +28.4% | |
| GLOP | Sell | GASLOG PARTNERS LPunit ltd ptnrp | $79,000 | +23.4% | 16,784 | -0.5% | 0.08% | +58.0% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $77,000 | -2.5% | 520 | 0.0% | 0.08% | +26.2% | |
| IYZ | ISHARES TR | $66,000 | -1.5% | 2,025 | 0.0% | 0.07% | +26.9% | |
| DAIO | DATA I O CORP | $66,000 | -4.3% | 10,200 | 0.0% | 0.07% | +22.2% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $59,000 | -38.5% | 540 | -27.0% | 0.06% | -20.3% |
| BBD | BANCO BRADESCO S Asp adr pfd new | $47,000 | -25.4% | 12,364 | 0.0% | 0.05% | -4.1% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $42,000 | -2.3% | 250 | 0.0% | 0.04% | +27.3% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $37,000 | -2.6% | 500 | 0.0% | 0.04% | +27.6% | |
| ARKG | ARK ETF TRgenomic rev etf | $37,000 | -19.6% | 500 | 0.0% | 0.04% | +2.8% | |
| HVBT | New | HIVE BLOCKCHAIN TECHNLGIES L | $27,000 | – | 10,000 | +100.0% | 0.03% | – |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $20,000 | -75.6% | 200 | -75.0% | 0.02% | -68.8% |
| ESPO | VANECK ETF TRUSTvideo gmng esprt | $10,000 | -16.7% | 160 | 0.0% | 0.01% | +11.1% | |
| LSXMK | LIBERTY MEDIA CORP DEL | $8,000 | 0.0% | 162 | 0.0% | 0.01% | +33.3% | |
| IWR | ISHARES TRrus mid cap etf | $8,000 | 0.0% | 103 | 0.0% | 0.01% | +33.3% | |
| LSXMA | LIBERTY MEDIA CORP DEL | $4,000 | 0.0% | 81 | 0.0% | 0.00% | +33.3% | |
| PRNT | ARK ETF TR3d printing etf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
| FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| BATRK | LIBERTY MEDIA CORP DEL | $0 | – | 16 | 0.0% | 0.00% | – | |
| TLT | New | ISHARES TR20 yr tr bd etf | $0 | – | 0 | +100.0% | 0.00% | – |
| BATRA | LIBERTY MEDIA CORP DEL | $0 | – | 8 | 0.0% | 0.00% | – | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 0 | +100.0% | 0.00% | – |
| ZG | Exit | ZILLOW GROUP INCcl a | $0 | – | -100 | -100.0% | -0.01% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -75 | -100.0% | -0.02% | – |
| FCG | Exit | FIRST TR EXCHANGE-TRADED FDnat gas etf | $0 | – | -2,500 | -100.0% | -0.03% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -1,300 | -100.0% | -0.07% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -990 | -100.0% | -0.08% | – |
| OESX | Exit | ORION ENERGY SYS INC | $0 | – | -21,175 | -100.0% | -0.09% | – |
| NNY | Exit | NUVEEN N Y MUN VALUE FD | $0 | – | -13,719 | -100.0% | -0.11% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -1,500 | -100.0% | -0.16% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -3,077 | -100.0% | -0.16% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -383 | -100.0% | -0.16% | – |
| INTC | Exit | INTEL CORP | $0 | – | -3,830 | -100.0% | -0.17% | – |
| UPLD | Exit | UPLAND SOFTWARE INC | $0 | – | -5,290 | -100.0% | -0.17% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -9,080 | -100.0% | -0.17% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1,146 | -100.0% | -0.17% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -623 | -100.0% | -0.18% | – |
| SLP | Exit | SIMULATIONS PLUS INC | $0 | – | -5,000 | -100.0% | -0.21% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -2,400 | -100.0% | -0.22% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -1,626 | -100.0% | -0.24% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -820 | -100.0% | -0.25% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -2,273 | -100.0% | -0.30% | – |
| FTCH | Exit | FARFETCH LTDord sh cl a | $0 | – | -8,000 | -100.0% | -0.31% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,025 | -100.0% | -0.34% | – |
| FUTU | Exit | FUTU HLDGS LTDspon ads cl a | $0 | – | -3,176 | -100.0% | -0.44% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -10,227 | -100.0% | -0.44% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -7,950 | -100.0% | -0.49% | – |
| PI | Exit | IMPINJ INC | $0 | – | -14,246 | -100.0% | -0.57% | – |
| RUN | Exit | SUNRUN INC | $0 | – | -15,025 | -100.0% | -0.65% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -6,865 | -100.0% | -0.84% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -32,037 | -100.0% | -0.85% | – |
| RDFN | Exit | REDFIN CORP | $0 | – | -18,360 | -100.0% | -0.90% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -10,150 | -100.0% | -0.96% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -4,630 | -100.0% | -0.99% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -3,604 | -100.0% | -0.99% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -4,625 | -100.0% | -1.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -9,071 | -100.0% | -1.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 17 | Q4 2022 | 6.9% |
| MICROSOFT CORP | 17 | Q4 2022 | 7.9% |
| ALPHABET INC | 17 | Q4 2022 | 4.9% |
| AMAZON COM INC | 17 | Q4 2022 | 4.3% |
| BK OF AMERICA CORP | 17 | Q4 2022 | 10.7% |
| ABBVIE INC | 17 | Q4 2022 | 3.5% |
| KKR &CO INC | 17 | Q4 2022 | 3.0% |
| PFIZER INC | 17 | Q4 2022 | 2.4% |
| VISA INC | 17 | Q4 2022 | 2.5% |
| ISHARES TR | 17 | Q4 2022 | 1.7% |
View Axiom Investment Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-08-16 |
| 13F-HR/A | 2021-05-20 |
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-03-16 |
View Axiom Investment Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.