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

WealthTrust Axiom LLC

WealthTrust Axiom's hedge fund based in Greenwich, CT — $406M in tracked AUM across 290 positions as of Q1 2026.

WA
WealthTrust Axiom·Greenwich, CT·Hedge Fund
CIK 0001425949 · last filed Mar 31, 2026
Total AUM
$406M
▲ 13.7%
vs prior
Holdings
290
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WealthTrust Axiom 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
AAPL
APPLE INC
$20M78K4.9%
02
KMI
KINDER MORGAN INC DEL
$16M484K4.0%
03
MSFT
MICROSOFT CORP
$11M29K2.6%
04
LYTS
LSI INDS INC OHIO
$11M576K2.6%
05
IBM
INTERNATIONAL BUSINESS MACHS
$10M41K2.5%
06
AEM
AGNICO EAGLE MINES LTD
$10M49K2.4%
07
EPM
EVOLUTION PETE CORP
$10M2.1M2.4%
08
TTI
TETRA TECHNOLOGIES INC DEL
$10M1.1M2.4%
09
316188408
FIDELITY MERRIMACK STR TR
$9M177K2.2%
10
GLW
CORNING INC
$9M63K2.1%

Filing history

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