AXS Investments LLC

Est. AUM

$247.6M

13F long equity, this entity only

Positions

190

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TRUST	ETF	$71.7M	124179	28.94%	SOLE
2	SS SPDR S&P 500 ETF TRUST	ETF	$6.2M	9543	2.51%	SOLE
3	PALANTIR TECHNOLOGIE CL A	COMMON	$5.9M	40073	2.37%	SOLE
4	META PLATFORMS INC	COMMON	$4.6M	8066	1.86%	SOLE
5	ALPHABET INC CL A	COMMON	$4.6M	16006	1.86%	SOLE
6	NVIDIA CORP COM	COMMON	$4.5M	25862	1.82%	SOLE
7	NETFLIX COM INC COM	COMMON	$4.3M	45190	1.75%	SOLE
8	STATE STREET SPDR BLOOMBERG CONV	ETF	$4.3M	46587	1.72%	SOLE
9	ISHARES TR RESIDENTIAL MULT	ETF	$4.0M	47850	1.61%	SOLE
10	ISHARES TR CRE U S REIT ETF	ETF	$3.9M	66350	1.59%	SOLE
11	MICROSOFT CORP	COMMON	$3.8M	10354	1.55%	SOLE
12	JANUS DETROIT STR TR HENDRSON AAA CL	ETF	$3.8M	74636	1.52%	SOLE
13	APPLE INC	COMMON	$3.5M	13633	1.40%	SOLE
14	PROSHARES TR ULTRAPRO SHORT Q	ETF	$3.4M	42689	1.39%	SOLE
15	MASTERCARD INC CL A	COMMON	$3.3M	6606	1.33%	SOLE
16	MICRON TECHNOLOGY INC	EQUITY	$3.3M	9770	1.33%	SOLE
17	ORACLE CORP	COMMON	$3.3M	22291	1.32%	SOLE
18	VERTIV HOLDINGS CO COM CL A	COMMON	$3.1M	12500	1.26%	SOLE
19	INTL BUSINESS MACHINES CORP	COMMON	$2.7M	11332	1.11%	SOLE
20	ISHARES U S ETF TR IT RT HDG HGYL	ETF	$2.4M	28387	0.98%	SOLE
21	STATE STREET BLACKST SENIOR LOAN ETF	ETF	$2.4M	60287	0.98%	SOLE
22	WISDOMTREE TR INTRST RATE HDGE	ETF	$2.4M	107225	0.98%	SOLE
23	VANGUARD SCOTTSDALE SHRT-TERM CORP	ETF	$2.4M	30449	0.97%	SOLE
24	VANGUARD SCOTTSDALE MTG-BKD SECS ETF	ETF	$2.4M	51370	0.97%	SOLE
25	VANGUARD SCOTTSDALE SHORT TERM TREAS	ETF	$2.4M	41147	0.97%	SOLE
26	ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$2.4M	21803	0.97%	SOLE
27	VANGUARD MALVERN FDS STRM INFPROIDX	ETF	$2.4M	48191	0.97%	SOLE
28	ALPS ETF TR ALERIAN MLP	ETF	$2.4M	45187	0.96%	SOLE
29	PALO ALTO NETWORKS I COM	COMMON	$2.3M	14285	0.92%	SOLE
30	TESLA INC	COMMON	$2.3M	6126	0.92%	SOLE
31	SALESFORCE INC	COMMON	$2.2M	11718	0.88%	SOLE
32	APPLOVIN CORP COM CL A	COMMON	$2.1M	5349	0.86%	SOLE
33	BROADCOM INC	COMMON	$2.1M	6834	0.85%	SOLE
34	ASML HOLDING NV-NY REG SHS	COMMON	$2.0M	1503	0.80%	SOLE
35	AMAZON.COM INC	COMMON	$1.9M	9087	0.76%	SOLE
36	UBER TECHNOLOGIES INC	COMMON	$1.9M	25959	0.75%	SOLE
37	SPOTIFY COMMON	OTHREQTY	$1.8M	3716	0.73%	SOLE
38	BERKSHIRE HATHAWAY INC	COMMON	$1.7M	3571	0.69%	SOLE
39	PROSHARES TR ULTRASHT SP500	ETF	$1.7M	22120	0.67%	SOLE
40	VANECK ETF TRUST MORTGAGE REIT	ETF	$1.6M	158507	0.66%	SOLE
41	SERVICENOW INC COM	COMMON	$1.5M	14372	0.61%	SOLE
42	INTUIT INC	COMMON	$1.5M	3432	0.60%	SOLE
43	ACCENTURE PLC	COMMON	$1.5M	7336	0.59%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR	$1.5M	4300	0.59%	SOLE
45	PROSHARES SHORTT PSHS SHRT S&P500	ETF	$1.4M	37000	0.57%	SOLE
46	TE CONNECTIVITY PLC	EQUITY	$1.4M	6711	0.57%	SOLE
47	PRINCIPAL SPECTRUM PREFERRED AND INCOME	ETF	$1.4M	73183	0.56%	SOLE
48	FORTRESS TRANS INFRS COM REP LTD LIAB	OTHREQTY	$1.3M	5500	0.54%	SOLE
49	ADVANCED MICRO DEVICES	COMMON	$1.3M	6359	0.52%	SOLE
50	ADOBE INC	COMMON	$1.2M	5049	0.50%	SOLE

1–50 of 189

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.