Fund HoldingsWealthTrust Axiom LLC

Total Portfolio Value
$447.62M
Total Bought
$22.49M
Total Sold
$55.94M
Net Transaction
-$33.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LSI INDS INC OHIO(LYTS)576,334569,344-6,99010,72015,1333.38%+4,413
CORNING INC(GLW)62,92647,325-15,6018,55612,0882.70%+3,532
CISCO SYS INC(CSCO)085,493+85,493010,0422.24%+10,042
TETRA TECHNOLOGIES INC DEL(TTI)01,132,497+1,132,497012,8312.87%+12,831
INTEL CORP(INTC)30,38929,461-9281,3414,1140.92%+2,773
APPLE INC(AAPL)077,880+77,880022,5355.03%+22,535
ELI LILLY & CO(LLY)08,745+8,745010,4902.34%+10,490
NOVO-NORDISK A S(NVO)081,667+81,66703,9150.87%+3,915
INTERNATIONAL BUSINESS MACHS(IBM)041,110+41,110011,5612.58%+11,561
MICRON TECHNOLOGY INC(MU)01,835+1,83502,1180.47%+2,118
ELECTROVAYA INC0499,613+499,61305,2461.17%+5,246
DOCUSIGN INC(DOCU)59,08085,193+26,1132,8013,7840.85%+983
APPLIED MATLS INC2,9252,741-1841,0001,9820.44%+982
IRON MTN INC DEL(IRM)39,38439,223-1614,0234,9541.11%+932
HOWMET AEROSPACE INC(HWM)23,61023,577-335,4416,3391.42%+898
FLEX LTD(FLEX)011,930+11,93001,9330.43%+1,933
PALO ALTO NETWORKS INC(PANW)04,690+4,69001,5990.36%+1,599
SERVICENOW INC(NOW)07,174+7,17407120.16%+712
TORONTO DOMINION BK ONT(TD)026,340+26,34003,1980.71%+3,198
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,587+3,58706830.15%+683
GRAHAM CORP(GHM)015,780+15,78001,9530.44%+1,953
SELECT SECTOR SPDR TR
ST STR UTIL ETF
014,717+14,71706670.15%+667
FIFTH THIRD BANCORP(FITB)075,695+75,69504,2670.95%+4,267
CATERPILLAR INC(CAT)1,6471,643-41,1671,7500.39%+583
GE AEROSPACE(GE)06,472+6,47202,4190.54%+2,419
GE HEALTHCARE TECHNOLOGIES I(GEHC)012,746+12,74608160.18%+816
IRIDIUM COMMUNICATIONS INC(IRDM)019,722+19,72201,0820.24%+1,082
BOEING CO(BA)15,07816,142+1,0643,0013,4940.78%+493
GE VERNOVA INC(GEV)1,5981,595-31,3951,8740.42%+479
ADVANCED MICRO DEVICES INC(AMD)01,258+1,25807310.16%+731
FIDELITY MERRIMACK STR TR176,586185,258+8,6728,8389,2832.07%+445
CERAGON NETWORKS LTD944,135957,178+13,0432,0392,4790.55%+440
TREVI THERAPEUTICS INC(TRVI)061,500+61,50001,1470.26%+1,147
VANGUARD INDEX FDS01,097+1,09704060.09%+406
COHERENT CORP(COHR)02,695+2,69501,0630.24%+1,063
LAM RESEARCH CORP(LRCX)0927+92704020.09%+402
MOOG INC(MOG-A)3,1003,050-509071,2930.29%+386
DUPONT DE NEMOURS INC02,780+2,78003770.08%+377
NVIDIA CORPORATION(NVDA)013,163+13,16302,6340.59%+2,634
ISHARES TR02,459+2,45901,8420.41%+1,842
INVESCO QQQ TR02,307+2,30701,6990.38%+1,699
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,848+1,84803420.08%+342
VANGUARD TAX-MANAGED FDS08,708+8,70806200.14%+620
VISHAY INTERTECHNOLOGY INC(VSH)06,233+6,23303350.07%+335
BLOOM ENERGY CORP2,0032,00302716060.14%+335
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,072+2,07203290.07%+329
ISHARES TR07,000+7,00001,1450.26%+1,145
BANK OF NY MELLON CORP012,574+12,57401,8180.41%+1,818
VANGUARD BD INDEX FDS04,175+4,17503060.07%+306
STONERIDGE INC48,81373,910+25,0972365410.12%+305
AMAZON COM INC(AMZN)012,537+12,53702,9880.67%+2,988
ALPHABET INC(GOOG)04,636+4,63601,6380.37%+1,638
TEXAS INSTRS INC(TXN)02,750+2,75008200.18%+820
CVS HEALTH CORP(CVS)09,080+9,08009390.21%+939
ISHARES TR05,675+5,67502800.06%+280
PNC FINL SVCS GROUP INC(PNC)07,285+7,28501,7940.40%+1,794
SIMILARWEB LTD044,565+44,56502730.06%+273
INTERFACE INC(TILE)07,600+7,60002720.06%+272
MERCK & CO INC(MRK)40,71240,221-4914,8975,1681.15%+271
UNITEDHEALTH GROUP INC(UNH)01,907+1,90707930.18%+793
ALPHABET INC(GOOG)4,7534,531-2221,3671,6190.36%+252
SPDR SERIES TRUST
ST STR NUVEE ETF
05,500+5,50002520.06%+252
PROSHARES TR
PSHS ULTRA QQQ
02,600+2,60002520.06%+252
VANECK ETF TRUST
SEMICONDUCTR ETF
0380+38002490.06%+249
DELL TECHNOLOGIES INC(DELL)0548+54802360.05%+236
EATON VANCE TX ADV GLBL DIV(ETG)0111,394+111,39402,6220.59%+2,622
GOLDMAN SACHS GROUP INC(GS)0225+22502280.05%+228
ISHARES TR05,067+5,06707320.16%+732
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,432+4,43209430.21%+943
VANGUARD WORLD FD
INF TECH ETF
01,869+1,86902230.05%+223
F5 INC(FFIV)0532+53202210.05%+221
AMTECH SYS INC017,800+17,80004110.09%+411
VANGUARD INDEX FDS0311+31102140.05%+214
PRECISION OPTICS CORP INC MA254,108260,458+6,3501,1161,3280.30%+213
CAPITAL ONE FINL CORP(COF)01,048+1,04802100.05%+210
KEYSIGHT TECHNOLOGIES INC(KEYS)0600+60002100.05%+210
ROGERS CORP(ROG)01,250+1,25002050.05%+205
DOMINION ENERGY INC(D)02,979+2,97902030.05%+203
QNITY ELECTRONICS INC(Q)4,0944,089-54726680.15%+195
VICI PPTYS INC(VICI)90,461100,310+9,8492,4712,6630.59%+192
ONTO INNOVATION INC(ONTO)1,0551,05502163990.09%+183
AMERICAN EXPRESS CO(AXP)05,088+5,08801,7210.38%+1,721
WESCO INTL INC(WCC)02,475+2,47508550.19%+855
BANK OF AMER CORP022,891+22,89101,3040.29%+1,304
QUALCOMM INC(QCOM)03,278+3,27806060.14%+606
STATE STR SPDR S&P 500 ETF T(SPY)1,8501,820-301,2031,3590.30%+156
BHP BILLITON LIMITED13,67813,67809951,1400.25%+145
AMKOR TECHNOLOGY INC4,5504,050-5002053490.08%+144
JPMORGAN CHASE & CO(JPM)05,508+5,50801,8030.40%+1,803
FOSTER L B CO08,100+8,10003660.08%+366
PULSE BIOSCIENCES INC(PLSE)21,50021,50004645960.13%+132
VANGUARD INDEX FDS01,784+1,78403890.09%+389
ARGAN INC47547502593790.08%+121
NOVARTIS AG(NVS)32,74132,676-655,0015,1211.14%+120
AUTOMATIC DATA PROCESSING IN05,736+5,73601,2850.29%+1,285
SIMON PPTY GROUP INC NEW(SPG)03,200+3,20007160.16%+716
BERKSHIRE HATHAWAY INC DEL07,061+7,06103,5330.79%+3,533
EVERGY INC(EVRG)28,65928,516-1432,3482,4650.55%+117
ABBVIE INC(ABBV)3,4583,441-177528660.19%+114
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,4273,778+1,3512013120.07%+111
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