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AXS Investments LLC

Q1 2026 · 13F-HR

AXS Investments LLCholdings as filed

Filed 2026-05-06 · accession 0001801467-26-000004

$247.6M
Reported value
189
Positions
2026-03-31
Period end
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The Brief · AXS Investments LLC · Q1 2026

AI · grounded in 13F

AXS Investments LLC established a new position in QQQ valued at $71.67M. The fund also opened new positions in SPY for $6.21M and ASML for $1.99M. To fund these moves, the manager closed positions in JNK, SHYG, and JBBB, while trimming shares of NVDA by 33.98%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TRUST$71.7M28.9%124,179CommonSOLE
78462F103SPYSS SPDR S&P 500 ETF TRUST$6.2M2.51%9,543CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIE CL A$5.9M2.37%40,073CommonSOLE
30303M102METAMETA PLATFORMS INC$4.6M1.86%8,066CommonSOLE
02079K305GOOGLALPHABET INC CL A$4.6M1.86%16,006CommonSOLE
67066G104NVDANVIDIA CORP COM$4.5M1.82%25,862CommonSOLE
64110L106NFLXNETFLIX COM INC COM$4.3M1.75%45,190CommonSOLE
78464A359CWBSTATE STREET SPDR BLOOMBERG CONV$4.3M1.72%46,587CommonSOLE
464288562REZISHARES TR RESIDENTIAL MULT$4.0M1.61%47,850CommonSOLE
464288521USRTISHARES TR CRE U S REIT ETF$3.9M1.59%66,350CommonSOLE
594918104MSFTMICROSOFT CORP$3.8M1.55%10,354CommonSOLE
47103U845JAAAJANUS DETROIT STR TR HENDRSON AAA CL$3.8M1.52%74,636CommonSOLE
037833100AAPLAPPLE INC$3.5M1.40%13,633CommonSOLE
74350P675SQQQPROSHARES TR ULTRAPRO SHORT Q$3.4M1.39%42,689CommonSOLE
57636Q104MAMASTERCARD INC CL A$3.3M1.33%6,606CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.3M1.33%9,770CommonSOLE
68389X105ORCLORACLE CORP$3.3M1.32%22,291CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$3.1M1.26%12,500CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$2.7M1.11%11,332CommonSOLE
46431W606HYGHISHARES U S ETF TR IT RT HDG HGYL$2.4M0.98%28,387CommonSOLE
78467V608SRLNSTATE STREET BLACKST SENIOR LOAN ETF$2.4M0.98%60,287CommonSOLE
97717W380AGZDWISDOMTREE TR INTRST RATE HDGE$2.4M0.98%107,225CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE SHRT-TERM CORP$2.4M0.97%30,449CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE MTG-BKD SECS ETF$2.4M0.97%51,370CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE SHORT TERM TREAS$2.4M0.97%41,147CommonSOLE
922020805VTIPVANGUARD MALVERN FDS STRM INFPROIDX$2.4M0.97%48,191CommonSOLE
464288679SHVISHARES 0-1 YEAR TREASURY BOND ETF$2.4M0.97%21,803CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP$2.4M0.96%45,187CommonSOLE
697435105PANWPALO ALTO NETWORKS I COM$2.3M0.92%14,285CommonSOLE
88160R101TSLATESLA INC$2.3M0.92%6,126CommonSOLE
79466L302CRMSALESFORCE INC$2.2M0.88%11,718CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$2.1M0.86%5,349CommonSOLE
11135F101AVGOBROADCOM INC$2.1M0.85%6,834CommonSOLE
N07059210ASMLASML HOLDING NV-NY REG SHS$2.0M0.80%1,503CommonSOLE
023135106AMZNAMAZON.COM INC$1.9M0.76%9,087CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.9M0.75%25,959CommonSOLE
L8681T102SPOTSPOTIFY COMMON$1.8M0.73%3,716CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC$1.7M0.69%3,571CommonSOLE
74350P667SDSPROSHARES TR ULTRASHT SP500$1.7M0.67%22,120CommonSOLE
92189F452MORTVANECK ETF TRUST MORTGAGE REIT$1.6M0.66%158,507CommonSOLE
81762P102NOWSERVICENOW INC COM$1.5M0.61%14,372CommonSOLE
461202103INTUINTUIT INC$1.5M0.60%3,432CommonSOLE
G1151C101ACNACCENTURE PLC$1.5M0.59%7,336CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.5M0.59%4,300CommonSOLE
74349Y753SHPROSHARES SHORTT PSHS SHRT S&P500$1.4M0.57%37,000CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.4M0.57%6,711CommonSOLE
74255Y888PREFPRINCIPAL SPECTRUM PREFERRED AND INCOME$1.4M0.56%73,183CommonSOLE
G3730V105FTAIFORTRESS TRANS INFRS COM REP LTD LIAB$1.3M0.54%5,500CommonSOLE
007903107AMDADVANCED MICRO DEVICES$1.3M0.52%6,359CommonSOLE
00724F101ADBEADOBE INC$1.2M0.50%5,049CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS IN CL A$1.2M0.49%3,089CommonSOLE
92826C839VVISA INC CLASS A$1.2M0.49%3,980CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.47%2,795CommonSOLE
863667101SYKSTRYKER CORP$1.1M0.46%3,457CommonSOLE
H2906T109GRMNGARMIN LTD$1.1M0.44%4,660CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.43%2,298CommonSOLE
504922105LHLABORATORY CRP OF AMER HLDGS$1.0M0.42%3,862CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$1.0M0.41%4,964CommonSOLE
871607107SNPSSYNOPSYS INC$990,8040.40%2,499CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$915,3040.37%3,294CommonSOLE
482480100KLACKLA CORPORATION$884,9180.36%601CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$873,1550.35%505CommonSOLE
512807306LRCXLAM RESEARCH CORP$868,5280.35%4,065CommonSOLE
199908104FIXCOMFORT SYS USA INC COM$827,3940.33%600CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$801,0670.32%12,766CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNO COMMON STOCK$793,2300.32%11,144CommonSOLE
N20944109CNHCNH INDUSTRIAL NV$761,0350.31%69,185CommonSOLE
26923G822PFFAETFIS SER TR I VIRTUS INFRCAP$729,6210.29%35,836CommonSOLE
25809K105DASHDOORDASH INC CL A$721,9210.29%4,808CommonSOLE
387328107GVAGRANITE CONSTRUCTION INC$719,2800.29%6,000CommonSOLE
009066101ABNBAIRBNB INC COM CL A$718,9120.29%5,693CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$704,2270.28%10,162CommonSOLE
833445109SNOWSNOWLAKE, INC. COM$683,2150.28%4,530CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$681,8630.28%2,318CommonSOLE
G01767105ALKSALKERMES PLC$666,5360.27%18,850CommonSOLE
18915M107NETCLOUDFLARE INC CL A COM$645,0190.26%3,126CommonSOLE
149123101CATCATERPILLAR INC$640,4480.26%904CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$618,5720.25%3,272CommonSOLE
052769106ADSKAUTODESK INC COM$617,8910.25%2,581CommonSOLE
34959E109FTNTFORTINET INC COM$616,2510.25%7,541CommonSOLE
369604301GEGENERAL ELECTRIC CO$553,6350.22%1,951CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$544,1560.22%2,011CommonSOLE
285512109EAELECTRONIC ARTS INC$533,3240.22%2,616CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$503,0310.20%7,609CommonSOLE
23804L103DDOGDATADOG INC CL A COM$499,9420.20%4,235CommonSOLE
278642103EBAYEBAY INC COM$495,0580.20%5,439CommonSOLE
040413205ANETARISTA NETWORKS INC$491,1200.20%4,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A$477,5580.19%2,735CommonSOLE
75513E101RTXRTX CORP$469,3260.19%2,433CommonSOLE
776696106ROPROPER TECHNOLOGIES$463,2030.19%1,309CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS INC$452,5290.18%3,300CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$445,3200.18%12,000CommonSOLE
771049103RBLXROBLOX CORP CL A$443,9960.18%7,850CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$440,4110.18%896CommonSOLE
594972408MSTRSTRATEGY INC$426,1920.17%3,415CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$410,9980.17%2,081CommonSOLE
931142103WMTWALMART INC$405,5260.16%3,263CommonSOLE
002824100ABTABBOTT LABORATORIES$396,6140.16%3,863CommonSOLE
217204106CPRTCOPART INC COM$390,1660.16%11,752CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$358,8360.14%5,849CommonSOLE
30231G102XOMEXXON MOBIL CORP$332,0250.13%1,957CommonSOLE
98138H101WDAYWORKDAY INC CL A$331,4260.13%2,551CommonSOLE
097023105BABOEING CO COM$311,2830.13%1,564CommonSOLE
235851102DHRDANAHER CORP$304,8770.12%1,608CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$294,9690.12%1,305CommonSOLE
907818108UNPUNION PACIFIC CORP$294,0550.12%1,212CommonSOLE
060505104BACBANK OF AMERICA$280,8000.11%5,760CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$266,5360.11%441CommonSOLE
78409V104SPGIS&P GLOBAL INC$265,4120.11%624CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$256,2660.10%2,300CommonSOLE
911363109URIUNITED RENTALS INC COM$254,9960.10%350CommonSOLE
40412C101HCAHCA HEALTHCARE INC$253,6570.10%536CommonSOLE
G5960L103MDTMEDTRONIC PLC$249,2050.10%2,876CommonSOLE
742718109PGPROCTER & GAMBLE CO /THE$235,2930.10%1,629CommonSOLE
G54950103LINLINDE PLC COM$223,5880.09%451CommonSOLE
670100205NVONOVO NORDISK A/S-SPONS ADR$220,5000.09%6,000CommonSOLE
191216100KOCOCA-COLA CO/THE$219,6320.09%2,888CommonSOLE
949746101WMT2WELLS FARGO & COMPANY$205,3940.08%2,580CommonSOLE
166764100CVXCHEVRON CORP$196,9690.08%952CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$192,0400.08%227CommonSOLE
126650100CVSCVS HEALTH CORP$190,3230.08%2,650CommonSOLE
617446448MSMORGAN STANLEY COM NEW$170,8240.07%1,038CommonSOLE
172967424CCITIGROUP INC$168,8670.07%1,489CommonSOLE
125523100CICIGNA GROUP/THE$167,2520.07%627CommonSOLE
718172109PMPHILIP MORRIS INTL INC$162,1990.07%981CommonSOLE
713448108PEPPEPSICO INC$147,9910.06%953CommonSOLE
036752103ELVELEVANCE HEALTH INC$146,3750.06%500CommonSOLE
025816109AXPAMERICAN EXPRESS CO$138,2330.06%457CommonSOLE
03073E105CORCENCORA INC$130,3680.05%415CommonSOLE
532457108LLYELI LILLY & CO$129,6880.05%141CommonSOLE
88642R109TDWTIDEWATER INC$125,3250.05%1,500CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$113,4500.05%5,000CommonSOLE
651639106NEMNEWMONT CORP$104,1370.04%962CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$102,7430.04%1,283CommonSOLE
478160104JNJJOHNSON & JOHNSON$97,0430.04%397CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$93,3120.04%600CommonSOLE
075887109BDXBECTON DICKINSON & CO$92,7660.04%590CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$87,0930.04%155CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$82,0570.03%1,396CommonSOLE
02209S103MOALTRIA GROUP INC$77,0760.03%1,168CommonSOLE
20825C104COPCONOCOPHILLIPS$75,6360.03%573CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$72,7900.03%1,450CommonSOLE
00206R102TAT&T INC$72,7650.03%2,510CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$70,4400.03%618CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$69,6760.03%898CommonSOLE
761152107RMDRESMED INC$68,6910.03%306CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO/THE$66,9950.03%209CommonSOLE
278865100ECLECOLAB INC$64,9090.03%244CommonSOLE
00287Y109ABBVABBVIE INC$63,5070.03%292CommonSOLE
922475108VEEVVEEVA SYS INC CL A COM$60,7780.02%346CommonSOLE
038222105AMATAPPLIED MATERIALS INC$56,3950.02%165CommonSOLE
632307104NTRANATERA INC COM$54,3970.02%272CommonSOLE
70202L102PSNPARSONS CORPORATION COM$54,1700.02%1,000CommonSOLE
252131107DXCMDEXCOM INC$53,1920.02%847CommonSOLE
22052L104CTVACORTEVA INC COM$49,7240.02%594CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$49,1090.02%852CommonSOLE
58933Y105MRKMERCK & CO INC$49,0780.02%408CommonSOLE
458140100INTCINTEL CORP$47,9690.02%1,087CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$47,9310.02%165CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$47,5580.02%558CommonSOLE
G8473T100STESTERIS PLC SHS USD$46,6580.02%211CommonSOLE
872590104TMUST-MOBILE US INC$45,9970.02%219CommonSOLE
444859102HUMHUMANA INC$43,6940.02%252CommonSOLE
969457100WMBWILLIAMS COS INC$40,3200.02%554CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$39,4100.02%203CommonSOLE
20030N101CMCSACOMCAST CORP-CL A$38,5580.02%1,343CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$37,7520.02%521CommonSOLE
91913Y100VLOVALERO ENERGY CORP$34,3440.01%139CommonSOLE
806857108SLBSLB LTD$33,5580.01%653CommonSOLE
718546104PSXPHILLIPS 66 COM$32,7920.01%180CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$32,3770.01%55CommonSOLE
031162100AMGNAMGEN INC COM$31,3150.01%89CommonSOLE
26875P101EOGEOG RESOURCES INC$30,9380.01%214CommonSOLE
49456B101KMIKINDER MORGAN INC$30,1100.01%898CommonSOLE
56585A102MPCMARATHON PETE CORP COM$30,0340.01%123CommonSOLE
670346105NUENUCOR CORP COM$29,2540.01%173CommonSOLE
929160109VMCVULCAN MATERIALS CO$28,0470.01%103CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$24,9110.01%25CommonSOLE
871829107SYYSYSCO CORP COM$22,6830.01%318CommonSOLE
437076102HDHOME DEPOT INC COM$19,0760.01%58CommonSOLE
36828A101GEVGE VERNOVA INC COM$17,4580.01%20CommonSOLE
65339F101NEENEXTERA ENERGY INC$15,7900.01%170CommonSOLE
842587107SOSOUTHERN CO COM$8,8800.00%92CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM CL A$7,4580.00%90CommonSOLE
16119P108CHTRCHARTER COMMUNICATIO CL A$6,4760.00%30CommonSOLE
278768106SATSECHOSTAR CORP CL A$5,2680.00%45CommonSOLE
L6388F110TIGOMILLICOM INT'L CELLLULAR SA$2,6230.00%35CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$2,0990.00%302CommonSOLE
879433829TDSTELEPHONE AND DATA SYSTEMS$1,3470.00%32CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.