Axs Investments Llc Portfolio Shifts: Significant Changes Observed in Q2 2026
Axs Investments Llc experienced substantial changes during the second quarter of 2026, marked by significant reductions across several ETF holdings and notable increases in specific equity positions.
As reported for the period ending June 30th, 2026 (Q2), Axs Investments Llc's portfolio underwent considerable changes. The fund saw a mix of buying and selling activities, with some holdings experiencing significant growth while others were drastically reduced or exited.
Prominent Purchases in Q2
The most notable purchase during this quarter was the increase in shares of PLTR (Palantir Technologies). The fund acquired an additional 2,218 shares, representing a 5.53% increase from its previous position.
Furthermore, KLAC (KLA Corporation) saw a massive jump in holdings, with the fund adding 4,243 shares compared to prior period levels. This resulted in an unprecedented 705.99% change, making it one of the largest single-quarter additions.
In terms of ETFs, LRCX (Lam Research Corporation) also experienced a significant increase, with 5,534 more shares added than previously held during Q2.
Substantial Sales and Exits
The quarter was characterized by large-scale selling activities. The fund divested nearly all of its position in JAAA (JANUS Henderson Distritive Strategic Trust), reducing the holding from prior period levels by -54.61%. Similarly, AGZD (WisdomTree TR Interest Rate Hedge ETF) was sold down significantly with a -29.06% change.
Several other ETFs also saw substantial reductions: CWB (-65.6%), VMBS (-28.9%), VTIP (-29.16%), AMLP (-26.52%), VGSH (-28.37%), VCSH (-28.75%), HYGH (-30.02%), and FALN (-4.9%).
Interestingly, the fund completely exited ISRG (Invesco Solar ETF) during this period, as indicated by a change_percent_from_prior_period of -100%.
Overall Portfolio Dynamics
The overall portfolio value stood at $347,328,046.00 as of June 30th, reflecting the net effect of these large inflows and outflows.
The top five holdings by weight accounted for approximately 56.2% of the total portfolio value, highlighting concentration in certain areas despite active turnover.
Sector Allocation Insights
Axs Investments Llc's sector allocation as of June 30th shows a significant portion invested in Technology and ETFs with unknown sectors (64.2% combined). The fund holds positions totaling $70,778,392 across the Technology sector.