Axs Investments LLC Top Holdings and 13F Report (2025) About Axs Investments LLCInvestment ActivityAxs Investments LLC has $361.60 million in total holdings as of March 31, 2025.Axs Investments LLC owns shares of 202 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 24.67% of the portfolio was purchased this quarter.About 21.46% of the portfolio was sold this quarter.This quarter, Axs Investments LLC has purchased 218 new stocks and bought additional shares in 61 stocks.Axs Investments LLC sold shares of 106 stocks and completely divested from 42 stocks this quarter.Largest Holdings iShares Residential and Multisector Real Estate ETF $9,249,273iShares Core U.S. REIT ETF $9,117,562Janus Henderson AAA CLO ETF $7,000,110iShares Short Treasury Bond ETF $6,869,286SPDR Bloomberg 1-3 Month T-Bill ETF $6,868,651 Largest New Holdings this Quarter 464288562 - iShares Residential and Multisector Real Estate ETF $9,249,273 Holding464288521 - iShares Core U.S. REIT ETF $9,117,562 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $6,868,651 Holding37954Y376 - Global X Variable Rate Preferred ETF $6,469,827 Holding92189F452 - VanEck Mortgage REIT Income ETF $6,327,302 Holding Largest Purchases this Quarter iShares Residential and Multisector Real Estate ETF 107,027 shares (about $9.25M)iShares Core U.S. REIT ETF 158,291 shares (about $9.12M)SPDR Bloomberg 1-3 Month T-Bill ETF 74,879 shares (about $6.87M)Global X Variable Rate Preferred ETF 273,450 shares (about $6.47M)VanEck Mortgage REIT Income ETF 566,455 shares (about $6.33M) Largest Sales this Quarter INVESTMENT MANAGERS TRADR 2X LNG TRI 105,500 shares (about $2.32M)Thermo Fisher Scientific 3,993 shares (about $1.99M)Cognizant Technology Solutions 25,050 shares (about $1.92M)Alphabet 10,153 shares (about $1.57M)Accenture 4,684 shares (about $1.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxs Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorREZiShares Residential and Multisector Real Estate ETF$9,249,273$9,249,273 ▲New Holding107,0272.6%ETFUSRTiShares Core U.S. REIT ETF$9,117,562$9,117,562 ▲New Holding158,2912.5%ETFJAAAJanus Henderson AAA CLO ETF$7,000,110$5,491,335 ▲364.0%138,0421.9%ETFSHViShares Short Treasury Bond ETF$6,869,286$1,057,986 ▲18.2%62,1881.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,868,651$6,868,651 ▲New Holding74,8791.9%ETFPFFVGlobal X Variable Rate Preferred ETF$6,469,827$6,469,827 ▲New Holding273,4501.8%ETFMORTVanEck Mortgage REIT Income ETF$6,327,302$6,327,302 ▲New Holding566,4551.7%ETFVVisa$5,705,138$1,226,610 ▼-17.7%16,2791.6%Business ServicesNFLXNetflix$5,561,609$946,518 ▼-14.5%5,9641.5%Consumer DiscretionaryPREFPrincipal Spectrum Preferred Securities Active ETF$5,475,341$5,475,341 ▲New Holding292,7991.5%ETFMSFTMicrosoft$5,420,632$13,139 ▼-0.2%14,4401.5%Computer and TechnologyMAMastercard$5,375,413$807,381 ▼-13.1%9,8071.5%Business ServicesMETAMeta Platforms$5,348,044$915,260 ▼-14.6%9,2791.5%Computer and TechnologyGOOGLAlphabet$4,705,077$1,570,060 ▼-25.0%30,4261.3%Computer and TechnologyCRMSalesforce$4,507,375$110,564 ▼-2.4%16,7961.2%Computer and TechnologyIBMInternational Business Machines$4,231,696$364,536 ▼-7.9%17,0181.2%Computer and TechnologyORCLOracle$4,222,961$99,125 ▼-2.3%30,2051.2%Computer and TechnologyNVDANVIDIA$3,988,818$106,212 ▼-2.6%36,8041.1%Computer and TechnologyACNAccenture$3,893,947$1,461,595 ▼-27.3%12,4791.1%Computer and TechnologyINTUIntuit$3,546,406$117,886 ▼-3.2%5,7761.0%Computer and TechnologyNOWServiceNow$3,490,278$30,253 ▼-0.9%4,3841.0%Computer and TechnologyAAPLApple$3,457,231$294,766 ▼-7.9%15,5641.0%Computer and TechnologyADBEAdobe$3,315,233$13,424 ▲0.4%8,6440.9%Computer and TechnologySYKStryker$3,285,851$395,330 ▲13.7%8,8270.9%MedicalBRK.BBerkshire Hathaway$3,267,911$137,938 ▲4.4%6,1360.9%FinancePFFAVirtus InfraCap U.S. Preferred Stock ETF$3,044,780$3,044,780 ▲New Holding143,5540.8%ETFGRMNGarmin$2,925,175$2,925,175 ▲New Holding13,4720.8%Computer and TechnologyADPAutomatic Data Processing$2,891,841$178,735 ▼-5.8%9,4650.8%Computer and TechnologyTE CONNECTIVITY PLC$2,781,178$1,492,198 ▲115.8%19,6800.8%Common StockPANWPalo Alto Networks$2,620,860$106,650 ▼-3.9%15,3590.7%Computer and TechnologyMUMicron Technology$2,596,621$554,098 ▲27.1%29,8840.7%Computer and TechnologyPALANTIR TECHNOLOGIE CL A$2,460,344$133,858 ▼-5.2%29,1510.7%Common StockPROSHARES SHORTT PSHS SHRT S&P500$2,450,8000.0%55,0000.7%ETPINVESTMENT MANAGERS TRADR 2X LONG TR$2,427,555$2,427,555 ▲New Holding105,5000.7%ETPINVESTMENT MANAGERS TRADR 2X LNG TRI$2,401,321$2,317,835 ▼-49.1%109,3000.7%ETPSDSProShares UltraShort S&P500$2,373,4760.0%110,6000.7%ETFCRWDCrowdStrike$2,256,512$266,550 ▼-10.6%6,4000.6%Computer and TechnologyCDNSCadence Design Systems$2,232,509$150,563 ▲7.2%8,7780.6%Computer and TechnologyROPRoper Technologies$2,098,315$143,858 ▼-6.4%3,5590.6%Computer and TechnologySNPSSynopsys$2,090,215$133,801 ▲6.8%4,8740.6%Computer and TechnologyUBERUber Technologies$2,082,922$113,370 ▼-5.2%28,5880.6%Computer and TechnologyCPRTCopart$2,061,913$96,316 ▲4.9%36,4360.6%Business ServicesAMDAdvanced Micro Devices$2,016,067$316,953 ▲18.7%19,6230.6%Computer and TechnologyBSXBoston Scientific$2,011,749$384,756 ▲23.6%19,9420.6%MedicalFTNTFortinet$2,009,428$263,271 ▼-11.6%20,8750.6%Computer and TechnologyADSKAutodesk$1,989,418$14,137 ▼-0.7%7,5990.6%Computer and TechnologyABTAbbott Laboratories$1,949,292$217,281 ▼-10.0%14,6950.5%MedicalBXMTBlackstone Mortgage Trust$1,889,240$306,420 ▼-14.0%94,4620.5%FinanceFICOFair Isaac$1,868,134$186,260 ▲11.1%1,0130.5%Computer and TechnologyWDAYWorkday$1,849,091$152,262 ▼-7.6%7,9180.5%Computer and TechnologySPGIS&P Global$1,827,636$59,448 ▼-3.2%3,5970.5%FinanceSPOTSpotify Technology$1,816,749$54,453 ▼-2.9%3,3030.5%Computer and TechnologyARIApollo Commercial Real Estate Finance$1,814,041$99,547 ▼-5.2%189,5550.5%FinanceTMOThermo Fisher Scientific$1,802,307$1,986,917 ▼-52.4%3,6220.5%MedicalAMZNAmazon.com$1,779,312$2,093 ▲0.1%9,3520.5%Retail/WholesaleKREFKKR Real Estate Finance Trust$1,777,928$137,851 ▲8.4%164,6230.5%FinanceSTWDStarwood Property Trust$1,745,474$79,456 ▼-4.4%88,2890.5%FinanceNYMTNew York Mortgage Trust$1,734,018$8,781 ▲0.5%267,1830.5%FinanceLADRLadder Capital$1,720,297$104,538 ▼-5.7%150,7710.5%FinanceDEDeere & Company$1,718,290$329,484 ▲23.7%3,6610.5%IndustrialsFBRTFranklin BSP Realty Trust$1,708,905$119,093 ▼-6.5%134,1370.5%FinanceEFCEllington Financial$1,704,308$91,945 ▼-5.1%128,5300.5%FinanceHCAHCA Healthcare$1,682,483$50,105 ▲3.1%4,8690.5%MedicalRITMRithm Capital$1,637,579$78,100 ▼-4.6%143,0200.5%FinanceTRTXTPG RE Finance Trust$1,605,664$198,184 ▼-11.0%197,0140.4%FinanceBRSPBrightSpire Capital$1,595,992$224,796 ▼-12.3%287,0490.4%FinanceCORCencora$1,585,113$63,683 ▼-3.9%5,7000.4%MedicalDDOGDatadog$1,544,898$206,853 ▲15.5%15,5720.4%Computer and TechnologyMFAMFA Financial$1,537,871$124,125 ▲8.8%149,8900.4%FinanceCMTGClaros Mortgage Trust$1,533,623$635,816 ▲70.8%411,1590.4%FinanceVCLTVanguard Long-Term Corporate Bond ETF$1,532,395$1,532,395 ▲New Holding20,1870.4%ManufacturingVWOBVanguard Emerging Markets Government Bond ETF$1,529,693$1,529,693 ▲New Holding23,8270.4%ETFVGITVanguard Intermediate-Term Treasury ETF$1,528,956$1,528,956 ▲New Holding25,7400.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,528,013$1,528,013 ▲New Holding18,6890.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,527,589$27,944 ▼-1.8%30,6130.4%ManufacturingVMBSVanguard Mortgage-Backed Securities ETF$1,527,350$1,527,350 ▲New Holding32,9810.4%ETFVGSHVanguard Short-Term Treasury ETF$1,526,644$3,874 ▲0.3%26,0120.4%ETFITGartner$1,526,594$1,090,484 ▲250.0%3,6370.4%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$1,526,384$395 ▼0.0%19,3360.4%ETFTWOTwo Harbors Investments$1,524,590$43,767 ▲3.0%114,1160.4%FinanceAMLPAlerian MLP ETF$1,522,569$109,697 ▼-6.7%29,3140.4%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,520,217$41,375 ▲2.8%19,8410.4%ETFPMTPennyMac Mortgage Investment Trust$1,518,883$46,441 ▼-3.0%103,6780.4%FinanceRWTRedwood Trust$1,459,374$71,517 ▲5.2%240,4240.4%FinanceCNCCentene$1,458,376$1,458,376 ▲New Holding24,0220.4%MedicalABRArbor Realty Trust$1,446,190$225,729 ▼-13.5%123,0800.4%FinanceGEHCGE HealthCare Technologies$1,436,396$658,109 ▲84.6%17,7970.4%MedicalNLYAnnaly Capital Management$1,434,191$677,928 ▼-32.1%70,6150.4%FinanceAWKAmerican Water Works$1,433,894$50,894 ▼-3.4%9,7200.4%UtilitiesARISTA NETWORKS INC$1,431,366$68,880 ▲5.1%18,4740.4%Common StockCMCSAComcast$1,428,436$171,696 ▲13.7%38,7110.4%Consumer DiscretionaryABBVAbbVie$1,425,155$281,176 ▼-16.5%6,8020.4%MedicalUNHUnitedHealth Group$1,423,029$108,940 ▲8.3%2,7170.4%MedicalLABCORP HOLDINGS INC$1,414,128$343,524 ▲32.1%6,0760.4%Common StockCAHCardinal Health$1,406,081$1,406,081 ▲New Holding10,2060.4%MedicalCNH INDUSTRIAL NV$1,406,060$1,406,060 ▲New Holding114,5000.4%Common StockCHIMERA INVESTMENT CORP$1,402,896$24,518 ▲1.8%109,3450.4%REITTEAMAtlassian$1,396,130$286,484 ▲25.8%6,5790.4%Computer and TechnologyDXDynex Capital$1,394,195$195,678 ▼-12.3%107,0810.4%FinanceMCKMcKesson$1,389,724$86,143 ▼-5.8%2,0650.4%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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