Axs Investments LLC Top Holdings and 13F Report (2025) About Axs Investments LLCInvestment ActivityAxs Investments LLC has $243.77 million in total holdings as of June 30, 2025.Axs Investments LLC owns shares of 145 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 12.57% of the portfolio was purchased this quarter.About 69.26% of the portfolio was sold this quarter.This quarter, Axs Investments LLC has purchased 201 new stocks and bought additional shares in 28 stocks.Axs Investments LLC sold shares of 91 stocks and completely divested from 72 stocks this quarter.Largest Holdings Microsoft $7,435,285Meta Platforms $6,980,855Netflix $6,948,746PALANTIR TECHNOLOGIE CL A $6,750,975NVIDIA $6,173,301 Largest New Holdings this Quarter 46435G474 - iShares Fallen Angels USD Bond ETF $2,156,327 Holding46431W606 - iShares Interest Rate Hedged High Yield Bond ETF $2,129,763 Holding78467V608 - SPDR Blackstone Senior Loan ETF $2,122,255 Holding97717W380 - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund $2,114,851 Holding78468R622 - SPDR Bloomberg High Yield Bond ETF $1,837,236 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIE CL A 20,372 shares (about $2.78M)iShares Fallen Angels USD Bond ETF 79,452 shares (about $2.16M)iShares Interest Rate Hedged High Yield Bond ETF 24,613 shares (about $2.13M)SPDR Blackstone Senior Loan ETF 51,028 shares (about $2.12M)WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund 95,135 shares (about $2.11M) Largest Sales this Quarter iShares Short Treasury Bond ETF 48,532 shares (about $5.36M)SPDR Bloomberg 1-3 Month T-Bill ETF 54,426 shares (about $4.99M)iShares Core U.S. REIT ETF 59,291 shares (about $3.35M)iShares Residential and Multisector Real Estate ETF 38,737 shares (about $3.19M)Micron Technology 19,363 shares (about $2.39M) 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 PortfolioSectorMSFTMicrosoft$7,435,285$252,684 ▲3.5%14,9483.1%Computer and TechnologyMETAMeta Platforms$6,980,855$132,118 ▲1.9%9,4582.9%Computer and TechnologyNFLXNetflix$6,948,746$1,037,826 ▼-13.0%5,1892.9%Consumer DiscretionaryPALANTIR TECHNOLOGIE CL A$6,750,975$2,777,111 ▲69.9%49,5232.8%COMMONNVDANVIDIA$6,173,301$358,637 ▲6.2%39,0742.5%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$6,073,151$932,481 ▼-13.3%119,6682.5%ETFREZiShares Residential and Multisector Real Estate ETF$5,622,999$3,189,605 ▼-36.2%68,2902.3%ETFUSRTiShares Core U.S. REIT ETF$5,599,440$3,353,499 ▼-37.5%99,0002.3%ETFGOOGLAlphabet$5,304,875$57,099 ▼-1.1%30,1022.2%Computer and TechnologyMORTVanEck Mortgage REIT Income ETF$5,208,171$773,594 ▼-12.9%493,1982.1%ETFORCLOracle$5,137,586$1,466,133 ▼-22.2%23,4992.1%Computer and TechnologyPFFVGlobal X Variable Rate Preferred ETF$4,850,404$1,384,257 ▼-22.2%212,7372.0%ETFVVisa$4,439,900$1,339,959 ▼-23.2%12,5051.8%Business ServicesPREFPrincipal Spectrum Preferred Securities Active ETF$4,320,949$1,233,448 ▼-22.2%227,7781.8%ETFMAMastercard$4,137,002$1,373,943 ▼-24.9%7,3621.7%Business ServicesIBMInternational Business Machines$3,649,376$1,367,189 ▼-27.3%12,3801.5%Computer and TechnologyCRMSalesforce$3,535,971$1,044,130 ▼-22.8%12,9671.5%Computer and TechnologyNOWServiceNow$3,166,486$1,340,616 ▼-29.7%3,0801.3%Computer and TechnologyINTUIntuit$2,970,940$1,578,410 ▼-34.7%3,7721.2%Computer and TechnologyAAPLApple$2,714,809$478,456 ▼-15.0%13,2321.1%Computer and TechnologySPOTSpotify Technology$2,712,547$178,023 ▲7.0%3,5351.1%Computer and TechnologyUBERUber Technologies$2,604,936$62,324 ▼-2.3%27,9201.1%Computer and TechnologyACNAccenture$2,524,724$1,205,125 ▼-32.3%8,4471.0%Computer and TechnologyPANWPalo Alto Networks$2,441,151$701,915 ▼-22.3%11,9291.0%Computer and TechnologyCRWDCrowdStrike$2,435,520$824,063 ▼-25.3%4,7821.0%Computer and TechnologyPFFAVirtus InfraCap U.S. Preferred Stock ETF$2,324,836$665,393 ▼-22.3%111,6101.0%ETFADPAutomatic Data Processing$2,241,760$677,247 ▼-23.2%7,2690.9%Computer and TechnologyADBEAdobe$2,201,347$1,142,843 ▼-34.2%5,6900.9%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$2,188,341$548,284 ▲33.4%26,4740.9%ETFPROSHARES SHORTT PSHS SHRT S&P500$2,182,4000.0%55,0000.9%ETFFALNiShares Fallen Angels USD Bond ETF$2,156,327$2,156,327 ▲New Holding79,4520.9%ManufacturingHYGHiShares Interest Rate Hedged High Yield Bond ETF$2,129,763$2,129,763 ▲New Holding24,6130.9%ETFSRLNSPDR Blackstone Senior Loan ETF$2,122,255$2,122,255 ▲New Holding51,0280.9%ETFAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$2,114,851$2,114,851 ▲New Holding95,1350.9%FinanceAMZNAmazon.com$2,023,434$28,301 ▼-1.4%9,2230.8%Retail/WholesaleBRK.BBerkshire Hathaway$1,937,251$1,043,434 ▼-35.0%3,9880.8%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,876,154$4,992,498 ▼-72.7%20,4530.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,845,615$288,520 ▲18.5%28,2420.8%ETFSDSProShares UltraShort S&P500$1,841,4900.0%110,6000.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,841,239$291,547 ▲18.8%22,2050.8%ETFAMLPAlerian MLP ETF$1,840,361$408,079 ▲28.5%37,6660.8%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,837,236$1,837,236 ▲New Holding18,8880.8%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,828,963$1,828,963 ▲New Holding42,3960.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,821,822$284,610 ▲18.5%22,9160.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,820,679$281,763 ▲18.3%36,2180.7%ManufacturingVGSHVanguard Short-Term Treasury ETF$1,816,243$287,258 ▲18.8%30,8990.7%ETFJBBBJanus Henderson B-BBB CLO ETF$1,803,874$1,803,874 ▲New Holding37,4170.7%ETFSTWDStarwood Property Trust$1,709,482$62,478 ▼-3.5%85,1760.7%FinanceTSLATesla$1,684,551$1,684,551 ▲New Holding5,3030.7%Auto/Tires/TrucksARIApollo Commercial Real Estate Finance$1,669,074$165,818 ▼-9.0%172,4250.7%FinanceVRTVertiv$1,605,1250.0%12,5000.7%Computer and TechnologyCHIMERA INVESTMENT CORP$1,602,332$85,717 ▲5.7%115,5250.7%EQUITYMELIMercadoLibre$1,599,542$1,599,542 ▲New Holding6120.7%Retail/WholesaleBXMTBlackstone Mortgage Trust$1,587,163$231,231 ▼-12.7%82,4500.7%FinanceLADRLadder Capital$1,572,822$47,967 ▼-3.0%146,3090.6%FinanceTRTXTPG RE Finance Trust$1,542,286$21,338 ▲1.4%199,7780.6%FinanceNYMTNew York Mortgage Trust$1,535,513$254,613 ▼-14.2%229,1810.6%FinanceEFCEllington Financial$1,509,620$159,985 ▼-9.6%116,2140.6%FinanceSHViShares Short Treasury Bond ETF$1,507,896$5,358,905 ▼-78.0%13,6560.6%ETFRITMRithm Capital$1,492,346$122,350 ▼-7.6%132,1830.6%FinanceRWTRedwood Trust$1,490,342$69,437 ▲4.9%252,1730.6%FinanceABRArbor Realty Trust$1,487,418$170,462 ▲12.9%139,0110.6%FinanceRCReady Capital$1,485,892$462,700 ▲45.2%340,0210.6%FinanceBRSPBrightSpire Capital$1,475,181$25,583 ▲1.8%292,1150.6%FinanceSYKStryker$1,449,588$2,042,637 ▼-58.5%3,6640.6%MedicalAPPLOVIN CORP COM CL A$1,445,480$313,322 ▲27.7%4,1290.6%COMMONBSXBoston Scientific$1,437,468$704,502 ▼-32.9%13,3830.6%MedicalFBRTFranklin BSP Realty Trust$1,388,407$45,518 ▼-3.2%129,8790.6%FinanceMFAMFA Financial$1,347,605$70,354 ▼-5.0%142,4530.6%FinanceTTTrane Technologies$1,347,223$1,347,223 ▲New Holding3,0800.6%ConstructionMSTRMicroStrategy$1,324,257$408,676 ▲44.6%3,2760.5%Computer and TechnologyKREFKKR Real Estate Finance Trust$1,306,748$136,996 ▼-9.5%149,0020.5%FinanceMUMicron Technology$1,296,713$2,386,489 ▼-64.8%10,5210.5%Computer and TechnologyDOORDASH INC CL A$1,270,266$147,659 ▲13.2%5,1530.5%COMMONTE CONNECTIVITY PLC$1,248,833$2,070,593 ▼-62.4%7,4040.5%EQUITYCMTGClaros Mortgage Trust$1,187,575$15,772 ▲1.3%416,6930.5%FinanceCDNSCadence Design Systems$1,128,445$1,576,495 ▼-58.3%3,6620.5%Computer and TechnologyGRMNGarmin$1,072,821$1,739,055 ▼-61.8%5,1400.4%Computer and TechnologyLABCORP HOLDINGS INC$1,065,791$529,220 ▼-33.2%4,0600.4%EQUITYSNOWSnowflake$1,061,789$41,174 ▲4.0%4,7450.4%Computer and TechnologyAGNCAGNC Investment$1,060,370$240,273 ▼-18.5%115,3830.4%FinanceARMOUR RESIDENTIAL REIT INC$1,059,770$143,154 ▼-11.9%63,0440.4%EQUITYSNPSSynopsys$1,058,172$1,440,631 ▼-57.7%2,0640.4%Computer and TechnologyIVRINVESCO MORTGAGE CAPITAL$1,047,267$1,047,267 ▲New Holding133,5800.4%FinanceCOINCoinbase Global$1,046,213$126,527 ▲13.8%2,9850.4%FinanceDXDynex Capital$1,031,270$277,260 ▼-21.2%84,3920.4%FinancePMTPennyMac Mortgage Investment Trust$1,020,441$312,858 ▼-23.5%79,3500.4%FinanceNLYAnnaly Capital Management$1,017,936$311,038 ▼-23.4%54,0880.4%FinanceAVGOBroadcom$1,011,360$1,142,294 ▼-53.0%3,6690.4%Computer and TechnologyORCOrchid Island Capital$996,773$205,211 ▼-17.1%142,1930.4%FinanceCNH INDUSTRIAL NV$989,366$494,553 ▼-33.3%76,3400.4%EQUITYTSMTaiwan Semiconductor Manufacturing$973,9070.0%4,3000.4%Computer and TechnologyHOODRobinhood Markets$970,194$970,194 ▲New Holding10,3620.4%FinanceISRGIntuitive Surgical$959,662$421,143 ▲78.2%1,7660.4%MedicalFTNTFortinet$958,352$1,248,553 ▼-56.6%9,0650.4%Computer and TechnologyTWOTwo Harbors Investments$916,182$312,847 ▼-25.5%85,0680.4%FinanceAMDAdvanced Micro Devices$910,147$1,874,358 ▼-67.3%6,4140.4%Computer and TechnologyADSKAutodesk$889,704$1,462,718 ▼-62.2%2,8740.4%Computer and TechnologyGEHCGE HealthCare Technologies$886,766$431,458 ▼-32.7%11,9720.4%MedicalRBLXRoblox$869,373$72,693 ▲9.1%8,2640.4%Consumer DiscretionaryShowing 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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