13F Insight
DOSSIER · 13F-HR · Q1 2026

AXS Investments LLC

$248M in tracked AUM across 190 positions as of Q1 2026.

AI
CIK 0001801467 · last filed Mar 31, 2026
Total AUM
$248M
as of Q1 2026
Holdings
190
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

AXS Investments LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TRUST
$72M124K28.9%02
SPY
SS SPDR S&P 500 ETF TRUST
$6M10K2.5%03
PLTR
PALANTIR TECHNOLOGIE CL A
$6M40K2.4%04
META
META PLATFORMS INC
$5M8K1.9%05
GOOGL
ALPHABET INC CL A
$5M16K1.9%06
NVDA
NVIDIA CORP COM
$5M26K1.8%07
NFLX
NETFLIX COM INC COM
$4M45K1.8%08
CWB
STATE STREET SPDR BLOOMBERG CONV
$4M47K1.7%09
REZ
ISHARES TR RESIDENTIAL MULT
$4M48K1.6%10
USRT
ISHARES TR CRE U S REIT ETF
$4M66K1.6%

Filing history

2026Q1Mar 31
$248M▼ 14.7%
190 positionsView →2025Q4Dec 31
$290M▼ 8.5%
197 positionsView →2025Q3Sep 30
$317M▲ 30.2%
196 positionsView →2025Q2Jun 30
$244M▲ 22.6%
145 positionsLocked2025Q1Mar 31
$199M▼ 44.7%
98 positionsLocked2024Q4Dec 31
$359M▼ 4.6%
217 positionsLocked2024Q3Sep 30
$376M▲ 4.9%
221 positionsLocked2024Q2Jun 30
$359M▼ 13.9%
218 positionsLocked2024Q1Mar 31
$417M▼ 0.1%
287 positionsLocked2023Q4Dec 31
$417M▲ 7.7%
393 positionsLocked2023Q3Sep 30
$387M▲ 3.4%
364 positionsLocked2023Q2Jun 30
$375M▲ 23.9%
417 positionsLocked
Showing 12 of 20