$251 Million is the total value of AXS Investments LLC's 139 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 11 | Q3 2023 | 4.6% |
| Alphabet Inc Class A | 11 | Q3 2023 | 4.7% |
| ACCENTURE PLC IRELAND | 11 | Q3 2023 | 4.2% |
| Visa Inc Class A Shrs | 11 | Q3 2023 | 4.1% |
| META PLATFORMS INC | 11 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 11 | Q3 2023 | 4.0% |
| APPLE INC | 11 | Q3 2023 | 2.4% |
| COCA-COLA CO/THE | 11 | Q3 2023 | 12.6% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q3 2023 | 3.1% |
| UNITEDHEALTH GROUP INC | 11 | Q3 2023 | 1.6% |
View AXS Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-05 |
View AXS Investments 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.