AXS Investments LLC
CIK 1801467 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- QQQ48.57%
- MU3.09%
- SPY1.63%
- GOOGL1.46%
- NVDA1.45%
- PLTR1.40%
- META1.35%
- AMD1.35%
- VRT1.19%
- LRCX1.18%
Share classes counted separately62.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight increased · +19.63 pp28.94% → 48.57%Shares +108.42K (+87.31%)
- MUWeight increased · +1.76 pp1.33% → 3.09%Shares -324 (-3.32%)
- CWBWeight decreased · -1.23 pp1.72% → 0.49%Shares -30.56K (-65.60%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1ETP View history and evidence | $171.28M | 48.57% | 232.59K shares | 28.94% → 48.57%+19.63 pp +108.42K (+87.31%) | Added | ↗▾ |
| 02 | MUMICRON TECHNOLOGY INCCommon Stock View history and evidence | $10.90M | 3.09% | 9.45K shares | 1.33% → 3.09%+1.76 pp -324 (-3.32%) | Reduced | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USETP View history and evidence | $5.76M | 1.63% | 7.71K shares | 2.51% → 1.63%-0.88 pp -1.83K (-19.20%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $5.15M | 1.46% | 14.41K shares | 1.86% → 1.46%-0.40 pp -1.60K (-9.98%) | Reduced | ↗▾ |
| 05 | NVDANVIDIA CORPCommon Stock View history and evidence | $5.10M | 1.45% | 25.50K shares | 1.82% → 1.45%-0.37 pp -361 (-1.40%) | Reduced | ↗▾ |
| 06 | PLTRPALANTIR TECHNOLOGIES INC-ACommon Stock View history and evidence | $4.93M | 1.40% | 42.29K shares | 2.37% → 1.40%-0.97 pp +2.22K (+5.53%) | Added | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACommon Stock View history and evidence | $4.76M | 1.35% | 8.46K shares | 1.86% → 1.35%-0.51 pp +391 (+4.85%) | Added | ↗▾ |
| 08 | AMDADVANCED MICRO DEVICESCommon Stock View history and evidence | $4.75M | 1.35% | 8.18K shares | 0.52% → 1.35%+0.83 pp +1.82K (+28.65%) | Added | ↗▾ |
| 09 | VRTVERTIV HOLDINGS CO-ACommon Stock View history and evidence | $4.19M | 1.19% | 12.50K shares | 1.26% → 1.19%-0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | LRCXLAM RESEARCH CORPCommon Stock View history and evidence | $4.16M | 1.18% | 9.60K shares | 0.35% → 1.18%+0.83 pp +5.53K (+136.14%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| REZ ISHARS RES AND MULTI REALES | Non-derivative | -47,850 | -$3.98M | SEC filing ↗ | SEC filing ↗ |
| USRT ISHARES CORE US REIT ETF | Non-derivative | -66,350 | -$3.93M | SEC filing ↗ | SEC filing ↗ |
| SHV ISHARES 0-1 YEAR TREASURY BO | Non-derivative | -21,803 | -$2.41M | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1801467 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 352669246
}Research all 193 reported holdings.
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