AXS Investments LLC

PORT CHESTER, NY · CIK 1801467 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$3.0bn
Staff8 · 4 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Form ADV · 2026-02-11SEC adviser record

Kindmutual funds, futures
Others nearbyPort Chester, NY

$352.7m reported value +42.4% vs Q1 2026

193positions

62.7%in top 10

21 new 33 added 122 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	232,594	$171.3m48.57%	48.57%	Added +108.4k	+108,415 87.3%
2	MICRON TECHNOLOGY INC COM MU	MU	9,446	$10.9m3.09%	3.09%	Reduced -324	-324 -3.3%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,711	$5.8m1.63%	1.63%	Reduced -1.8k	-1,832 -19.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,408	$5.1m1.46%	1.46%	Reduced -1.6k	-1,598 -10.0%
5	NVIDIA CORPORATION COM NVDA	NVDA	25,501	$5.1m1.45%	1.45%	Reduced -361	-361 -1.4%
6	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	42,291	$4.9m1.40%	1.40%	Added +2.2k	+2,218 5.5%
7	META PLATFORMS INC CL A META	META	8,457	$4.8m1.35%	1.35%	Added +391	+391 4.8%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	8,181	$4.8m1.35%	1.35%	Added +1.8k	+1,822 28.6%
9	VERTIV HOLDINGS CO COM CL A VRT	VRT	12,500	$4.2m1.19%	1.19%	Unchanged
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	9,599	$4.2m1.18%	1.18%	Added +5.5k	+5,534 136.1%
11	PALO ALTO NETWORKS INC COM PANW	PANW	10,979	$3.7m1.06%	1.06%	Reduced -3.3k	-3,306 -23.1%
12	MASTERCARD INCORPORATED CL A MA	MA	7,244	$3.7m1.05%	1.05%	Added +638	+638 9.7%
13	MICROSOFT CORP COM MSFT	MSFT	9,648	$3.6m1.02%	1.02%	Reduced -706	-706 -6.8%
14	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,444	$3.4m0.96%	0.96%	Added +1.4k	+1,355 43.9%
15	APPLE INC COM AAPL	AAPL	11,458	$3.3m0.94%	0.94%	Reduced -2.2k	-2,175 -15.9%
16	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	11,594	$3.3m0.92%	0.92%	Added +262	+262 2.3%
17	NETFLIX INC COM NFLX	NFLX	43,598	$3.1m0.88%	0.88%	Reduced -1.6k	-1,592 -3.5%
18	TESLA INC COM TSLA	TSLA	6,843	$2.9m0.82%	0.82%	Added +717	+717 11.7%
19	BROADCOM INC COM AVGO	AVGO	6,871	$2.6m0.74%	0.74%	Added +37	+37 0.5%
20	APPLOVIN CORP COM CL A APP	APP	4,947	$2.5m0.72%	0.72%	Reduced -402	-402 -7.5%
21	ORACLE CORP COM ORCL	ORCL	15,849	$2.3m0.66%	0.66%	Reduced -6.4k	-6,442 -28.9%
22	AMAZON COM INC COM AMZN	AMZN	8,863	$2.1m0.60%	0.60%	Reduced -224	-224 -2.5%
23	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,300	$2.1m0.58%	0.58%	Unchanged
24	SALESFORCE INC COM CRM	CRM	11,544	$1.8m0.51%	0.51%	Reduced -174	-174 -1.5%
25	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	3,833	$1.8m0.50%	0.50%	Added +117	+117 3.1%
26	UBER TECHNOLOGIES INC COM UBER	UBER	23,977	$1.7m0.49%	0.49%	Reduced -2.0k	-1,982 -7.6%
27	SPDR SER TR BBG CONV SEC ETF CWB	CWB	16,025	$1.7m0.49%	0.49%	Reduced -30.6k	-30,562 -65.6%
28	ALPS ETF TR ALERIAN MLP AMLP	AMLP	33,203	$1.7m0.49%	0.49%	Reduced -12.0k	-11,984 -26.5%
29	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	42,720	$1.7m0.49%	0.49%	Reduced -17.6k	-17,567 -29.1%
30	ISHARES U S ETF TR IT RT HDG HGYL HYGH	HYGH	19,865	$1.7m0.49%	0.49%	Reduced -8.5k	-8,522 -30.0%
31	WISDOMTREE TR INTRST RATE HDGE AGZD	AGZD	76,066	$1.7m0.49%	0.49%	Reduced -31.2k	-31,159 -29.1%
32	ISHARES TR FALN ANGLS USD FALN	FALN	63,035	$1.7m0.49%	0.49%	New
33	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	17,810	$1.7m0.49%	0.49%	New
34	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	40,465	$1.7m0.49%	0.49%	New
35	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	29,475	$1.7m0.49%	0.49%	Reduced -11.7k	-11,672 -28.4%
36	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	34,140	$1.7m0.49%	0.49%	Reduced -14.1k	-14,051 -29.2%
37	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	21,695	$1.7m0.49%	0.49%	Reduced -8.8k	-8,754 -28.8%
38	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	29,017	$1.7m0.49%	0.49%	New
39	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	25,443	$1.7m0.49%	0.49%	New
40	JANUS DETROIT STR TR B-BBB CLO ETF JBBB	JBBB	36,130	$1.7m0.49%	0.49%	New
41	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	20,696	$1.7m0.49%	0.49%	New
42	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	33,878	$1.7m0.49%	0.49%	Reduced -40.8k	-40,758 -54.6%
43	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	36,522	$1.7m0.48%	0.48%	Reduced -14.8k	-14,848 -28.9%
44	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	22,609	$1.7m0.48%	0.48%	New
45	PROSHARES TR ULTRAPRO SHORT SQQQ	SQQQ	42,689	$1.6m0.44%	0.44%	Unchanged
46	FTAI AVIATION LTD SHS FTAI	FTAI	5,500	$1.5m0.42%	0.42%	Unchanged
47	KLA CORP COM NEW KLAC	KLAC	4,844	$1.5m0.41%	0.41%	Reduced -1.2k	-1,166 -19.4%
48	SERVICENOW INC COM NOW	NOW	14,583	$1.4m0.41%	0.41%	Added +211	+211 1.5%
49	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,880	$1.4m0.41%	0.41%	Reduced -691	-691 -19.4%
50	TRANE TECHNOLOGIES PLC SHS TT	TT	2,700	$1.3m0.38%	0.38%	Reduced -95	-95 -3.4%
51	TE CONNECTIVITY PLC ORD SHS TEL	TEL	6,480	$1.3m0.37%	0.37%	Reduced -231	-231 -3.4%
52	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	3,450	$1.3m0.37%	0.37%	Added +156	+156 4.7%
53	PROSHARES TR ULTRASHRT S&P500 SDS	SDS	22,120	$1.3m0.36%	0.36%	Unchanged
54	COMFORT SYS USA INC COM FIX	FIX	600	$1.2m0.34%	0.34%	Unchanged
55	SNOWFLAKE INC CL A SNOW	SNOW	4,629	$1.2m0.33%	0.33%	Added +99	+99 2.2%
56	FORTINET INC COM FTNT	FTNT	7,295	$1.1m0.32%	0.32%	Reduced -246	-246 -3.3%
57	VISA INC COM CL A V	V	3,227	$1.1m0.31%	0.31%	Reduced -753	-753 -18.9%
58	MERCADOLIBRE INC COM MELI	MELI	642	$1.1m0.31%	0.31%	Added +137	+137 27.1%
59	GARMIN LTD SHS GRMN	GRMN	4,500	$1.1m0.30%	0.30%	Reduced -160	-160 -3.4%
60	SYNOPSYS INC COM SNPS	SNPS	2,396	$1.1m0.30%	0.30%	Reduced -103	-103 -4.1%
61	PROSHARES TR SHORT S&P 500 NE SH	SH	31,500	$1.0m0.29%	0.29%	Reduced -5.5k	-5,500 -14.9%
62	STRYKER CORPORATION COM SYK	SYK	3,254	$1.0m0.29%	0.29%	Reduced -203	-203 -5.9%
63	ADOBE INC COM ADBE	ADBE	4,937	$1.0m0.29%	0.29%	Reduced -112	-112 -2.2%
64	LABCORP HOLDINGS INC COM SHS LH	LH	3,556	$995.7k0.28%	0.28%	Reduced -306	-306 -7.9%
65	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	9,649	$967.6k0.27%	0.27%	Reduced -513	-513 -5.0%
66	DATADOG INC CL A COM DDOG	DDOG	3,673	$956.3k0.27%	0.27%	Reduced -562	-562 -13.3%
67	ALKERMES PLC SHS ALKS	ALKS	18,200	$953.6k0.27%	0.27%	Reduced -650	-650 -3.5%
68	GRANITE CONSTR INC COM GVA	GVA	6,000	$948.5k0.27%	0.27%	Unchanged
69	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	7,588	$944.3k0.27%	0.27%	Added +252	+252 3.4%
70	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	969	$935.1k0.27%	0.27%	New
71	DOORDASH INC CL A DASH	DASH	4,947	$912.9k0.26%	0.26%	Added +139	+139 2.9%
72	INTUIT COM INTU	INTU	3,418	$892.1k0.25%	0.25%	Reduced -14	-14 -0.4%
73	AIRBNB INC COM CL A ABNB	ABNB	5,672	$811.7k0.23%	0.23%	Reduced -21	-21 -0.4%
74	CLOUDFLARE INC CL A COM NET	NET	3,178	$779.5k0.22%	0.22%	Added +52	+52 1.7%
75	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	3,160	$761.5k0.22%	0.22%	Reduced -112	-112 -3.4%
76	CNH INDL N V SHS CNH	CNH	66,800	$750.2k0.21%	0.21%	Reduced -2.4k	-2,385 -3.5%
77	CATERPILLAR INC COM CAT	CAT	699	$744.4k0.21%	0.21%	Reduced -205	-205 -22.7%
78	UNITEDHEALTH GROUP INC COM UNH	UNH	1,672	$694.9k0.20%	0.20%	Reduced -339	-339 -16.9%
79	ARISTA NETWORKS INC COM SHS ANET	ANET	4,000	$679.5k0.19%	0.19%	Unchanged
80	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	10,567	$676.4k0.19%	0.19%	Reduced -577	-577 -5.2%
81	JPMORGAN CHASE & CO COM JPM	JPM	1,847	$604.6k0.17%	0.17%	Reduced -471	-471 -20.3%
82	EBAY INC. COM EBAY	EBAY	5,406	$604.1k0.17%	0.17%	Reduced -33	-33 -0.6%
83	GE AEROSPACE COM NEW GE	GE	1,570	$586.8k0.17%	0.17%	Reduced -381	-381 -19.5%
84	ELECTRONIC ARTS INC COM EA	EA	2,688	$551.1k0.16%	0.16%	Added +72	+72 2.8%
85	EQUITABLE HLDGS INC COM EQH	EQH	12,000	$526.6k0.15%	0.15%	Unchanged
86	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	3,300	$518.0k0.15%	0.15%	Unchanged
87	BOSTON SCIENTIFIC CORP COM BSX	BSX	11,885	$507.3k0.14%	0.14%	Reduced -881	-881 -6.9%
88	AUTODESK INC COM ADSK	ADSK	2,608	$507.0k0.14%	0.14%	Added +27	+27 1.1%
89	COREWEAVE INC COM CL A CRWV	CRWV	5,056	$503.3k0.14%	0.14%	New
90	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,907	$476.7k0.14%	0.14%	Reduced -174	-174 -8.4%
91	ROBLOX CORP CL A RBLX	RBLX	8,178	$444.7k0.13%	0.13%	Added +328	+328 4.2%
92	ROPER TECHNOLOGIES INC COM ROP	ROP	1,242	$420.3k0.12%	0.12%	Reduced -67	-67 -5.1%
93	COINBASE GLOBAL INC COM CL A COIN	COIN	2,724	$398.2k0.11%	0.11%	Reduced -11	-11 -0.4%
94	UNITED RENTALS INC COM URI	URI	350	$396.5k0.11%	0.11%	Unchanged
95	SUNCOR ENERGY INC NEW COM SU	SU	7,347	$394.4k0.11%	0.11%	Reduced -262	-262 -3.4%
96	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	733	$367.5k0.10%	0.10%	Reduced -163	-163 -18.2%
97	MICROSTRATEGY INC CL A NEW MSTR	MSTR	4,125	$358.6k0.10%	0.10%	Added +710	+710 20.8%
98	RTX CORPORATION COM RTX	RTX	1,880	$356.7k0.10%	0.10%	Reduced -553	-553 -22.7%
99	WALMART INC COM WMT	WMT	3,104	$351.6k0.10%	0.10%	Reduced -159	-159 -4.9%
100	COPART INC COM CPRT	CPRT	11,765	$331.7k0.09%	0.09%	Added +13	+13 0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR REZ	REZ	47,850	$4.0m47.9k shares
ISHARES TR USRT	USRT	66,350	$3.9m66.3k shares
ISHARES TR SHV	SHV	21,803	$2.4m21.8k shares
ASML HOLDING N V ASML	ASML	1,503	$2.0m1.5k shares
VANECK ETF TRUST MORT	MORT	158,507	$1.6m158.5k shares
PRINCIPAL EXCHANGE TRADED FD PREF	PREF	73,183	$1.4m73.2k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	4,964	$1.0m5.0k shares
ETFIS SER TR I PFFA	PFFA	35,836	$729.6k35.8k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	5,849	$358.8k5.8k shares
HONEYWELL INTL INC		652	$295.0k652 shares
LOCKHEED MARTIN CORP LMT	LMT	441	$266.5k441 shares
S&P GLOBAL INC SPGI	SPGI	624	$265.4k624 shares
STERIS PLC STE	STE	211	$46.7k211 shares
VULCAN MATLS CO VMC	VMC	103	$28.0k103 shares
SYSCO CORP SYY	SYY	318	$22.7k318 shares
SOUTHERN CO SO	SO	92	$8.9k92 shares
TELEPHONE & DATA SYS INC TDS	TDS	32	$1.3k32 shares