Fund Holdings

AXS Investments LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO QQQ TRUST0124,179+124,179071,673,63528.94%+71,673,635
SS SPDR S&P 500 ETF TRUST(SPY)09,543+9,54306,206,1952.51%+6,206,195
PALANTIR TECHNOLOGIE CL A(PLTR)040,073+40,07305,861,8782.37%+5,861,878
META PLATFORMS INC(META)08,066+8,06604,614,8011.86%+4,614,801
ALPHABET INC CL A(GOOG)016,006+16,00604,602,6851.86%+4,602,685
NVIDIA CORP COM(NVDA)025,862+25,86204,510,3331.82%+4,510,333
NETFLIX COM INC COM(NFLX)045,190+45,19004,345,0191.75%+4,345,019
STATE STREET SPDR BLOOMBERG CONV
ST STR CONV ETF
046,587+46,58704,263,6421.72%+4,263,642
ISHARES TR RESIDENTIAL MULT047,850+47,85003,981,5991.61%+3,981,599
ISHARES TR CRE U S REIT ETF066,350+66,35003,927,2571.59%+3,927,257
MICROSOFT CORP(MSFT)010,354+10,35403,832,7401.55%+3,832,740
JANUS DETROIT STR TR HENDRSON AAA CL
HENDRSON AAA CL
074,636+74,63603,759,4151.52%+3,759,415
APPLE INC(AAPL)013,633+13,63303,459,9191.40%+3,459,919
PROSHARES TR ULTRAPRO SHORT Q
ULTRAPRO SHORT
042,689+42,68903,436,0381.39%+3,436,038
MASTERCARD INC CL A(MA)06,606+6,60603,300,7541.33%+3,300,754
MICRON TECHNOLOGY INC(MU)09,770+9,77003,300,6971.33%+3,300,697
ORACLE CORP(ORCL)022,291+22,29103,279,2291.32%+3,279,229
VERTIV HOLDINGS CO COM CL A(VRT)012,500+12,50003,132,2501.26%+3,132,250
INTL BUSINESS MACHINES CORP(IBM)011,332+11,33202,746,7631.11%+2,746,763
ISHARES U S ETF TR IT RT HDG HGYL
IT RT HDG HGYL
028,387+28,38702,430,2110.98%+2,430,211
STATE STREET BLACKST SENIOR LOAN ETF
ST STR BL LN ETF
060,287+60,28702,419,9200.98%+2,419,920
WISDOMTREE TR INTRST RATE HDGE(WT)0107,225+107,22502,417,6450.98%+2,417,645
VANGUARD SCOTTSDALE SHRT-TERM CORP
SHRT TRM CORP BD
030,449+30,44902,413,6920.97%+2,413,692
VANGUARD SCOTTSDALE MTG-BKD SECS ETF
MTG-BKD SECS ETF
051,370+51,37002,411,8220.97%+2,411,822
VANGUARD SCOTTSDALE SHORT TERM TREAS
SHORT TERM TREAS
041,147+41,14702,408,7450.97%+2,408,745
VANGUARD MALVERN FDS STRM INFPROIDX048,191+48,19102,407,1400.97%+2,407,140
ISHARES 0-1 YEAR TREASURY BOND ETF021,803+21,80302,406,8330.97%+2,406,833
ALPS ETF TR ALERIAN MLP
ALERIAN MLP
045,187+45,18702,378,6440.96%+2,378,644
PALO ALTO NETWORKS I COM(PANW)014,285+14,28502,290,1710.92%+2,290,171
TESLA INC(TSLA)06,126+6,12602,277,3410.92%+2,277,341
SALESFORCE INC(CRM)011,718+11,71802,187,3990.88%+2,187,399
APPLOVIN CORP COM CL A(APP)05,349+5,34902,128,9020.86%+2,128,902
BROADCOM INC(AVGO)06,834+6,83402,115,1910.85%+2,115,191
ASML HOLDING NV-NY REG SHS
N Y REGISTRY SHS
01,503+1,50301,985,2070.80%+1,985,207
AMAZON.COM INC(AMZN)09,087+9,08701,892,5490.76%+1,892,549
UBER TECHNOLOGIES INC(UBER)025,959+25,95901,867,2310.75%+1,867,231
SPOTIFY COMMON(SPOT)03,716+3,71601,801,9260.73%+1,801,926
BERKSHIRE HATHAWAY INC03,571+3,57101,711,2230.69%+1,711,223
PROSHARES TR ULTRASHT SP500
ULTRASHRT S&P500
022,120+22,12001,664,5300.67%+1,664,530
VANECK ETF TRUST MORTGAGE REIT
MORTGAGE REIT
0158,507+158,50701,626,2820.66%+1,626,282
SERVICENOW INC COM(NOW)014,372+14,37201,502,5930.61%+1,502,593
INTUIT INC(INTU)03,432+3,43201,483,9280.60%+1,483,928
ACCENTURE PLC
SHS CLASS A
07,336+7,33601,454,6550.59%+1,454,655
PROSHARES SHORTT PSHS SHRT S&P500
SHOR S&P 500 NEW
037,000+37,00001,403,4100.57%+1,403,410
TE CONNECTIVITY PLC(TEL)06,711+6,71101,402,7330.57%+1,402,733
PRINCIPAL SPECTRUM PREFERRED AND INCOME
SPECTRUM PFD
073,183+73,18301,377,3040.56%+1,377,304
FORTRESS TRANS INFRS COM REP LTD LIAB(FTAI)05,500+5,50001,347,5000.54%+1,347,500
ADVANCED MICRO DEVICES(AMD)06,359+6,35901,293,6110.52%+1,293,611
ADOBE INC(ADBE)05,049+5,04901,227,3110.50%+1,227,311
CROWDSTRIKE HLDGS IN CL A(CRWD)03,089+3,08901,205,9760.49%+1,205,976
VISA INC CLASS A(V)03,980+3,98001,202,9150.49%+1,202,915
TRANE TECHNOLOGIES PLC(TT)02,795+2,79501,164,7880.47%+1,164,788
STRYKER CORP(SYK)03,457+3,45701,135,9360.46%+1,135,936
GARMIN LTD(GRMN)04,660+4,66001,081,1670.44%+1,081,167
INTUITIVE SURGICAL INC02,298+2,29801,059,3550.43%+1,059,355
AUTOMATIC DATA PROCESSING04,964+4,96401,008,5860.41%+1,008,586
SYNOPSYS INC(SNPS)02,499+2,4990990,8040.40%+990,804
LABCORP HOLDINGS INC(LH)03,682+3,6820982,3940.40%+982,394
CADENCE DESIGN SYS INC(CDNS)03,294+3,2940915,3040.37%+915,304
KLA CORPORATION(KLAC)0601+6010884,9180.36%+884,918
MERCADOLIBRE INC COM(MELI)0505+5050873,1550.35%+873,155
LAM RESEARCH CORP(LRCX)04,065+4,0650868,5280.35%+868,528
COMFORT SYS USA INC COM(FIX)0600+6000827,3940.33%+827,394
BOSTON SCIENTIFIC CORP(BSX)012,766+12,7660801,0670.32%+801,067
GE HEALTHCARE TECHNO COMMON STOCK(GEHC)011,144+11,1440793,2300.32%+793,230
CNH INDUSTRIAL NV
SHS
069,185+69,1850761,0350.31%+761,035
ETFIS SER TR I VIRTUS INFRCAP
VIRTUS INFRCAP
035,836+35,8360729,6210.29%+729,621
DOORDASH INC CL A(DASH)04,808+4,8080721,9210.29%+721,921
GRANITE CONSTRUCTION INC(GVA)06,000+6,0000719,2800.29%+719,280
AIRBNB INC COM CL A05,693+5,6930718,9120.29%+718,912
ROBINHOOD MKTS INC COM CL A(HOOD)010,162+10,1620704,2270.28%+704,227
SNOWLAKE, INC. COM(SNOW)04,530+4,5300683,2150.28%+683,215
JPMORGAN CHASE & CO COM(JPM)02,318+2,3180681,8630.28%+681,863
ALKERMES PLC(ALKS)018,850+18,8500666,5360.27%+666,536
CLOUDFLARE INC CL A COM(NET)03,126+3,1260645,0190.26%+645,019
CATERPILLAR INC(CAT)0904+9040640,4480.26%+640,448
JAZZ PHARMACEUTICALS PLC(JAZZ)03,272+3,2720618,5720.25%+618,572
AUTODESK INC COM02,581+2,5810617,8910.25%+617,891
FORTINET INC COM(FTNT)07,541+7,5410616,2510.25%+616,251
GENERAL ELECTRIC CO(GE)01,951+1,9510553,6350.22%+553,635
UNITEDHEALTH GROUP INC(UNH)02,011+2,0110544,1560.22%+544,156
ELECTRONIC ARTS INC(EA)02,616+2,6160533,3240.22%+533,324
SUNCOR ENERGY INC NEW(SU)07,609+7,6090503,0310.20%+503,031
DATADOG INC CL A COM(DDOG)04,235+4,2350499,9420.20%+499,942
EBAY INC COM(EBAY)05,439+5,4390495,0580.20%+495,058
ARISTA NETWORKS INC(ANET)04,000+4,0000491,1200.20%+491,120
COINBASE GLOBAL INC COM CL A(COIN)02,735+2,7350477,5580.19%+477,558
RTX CORP(RTX)02,433+2,4330469,3260.19%+469,326
ROPER TECHNOLOGIES(ROP)01,309+1,3090463,2030.19%+463,203
ADVANCED DRAINAGE SYSTEMS INC(WMS)03,300+3,3000452,5290.18%+452,529
EQUITABLE HOLDINGS INC012,000+12,0000445,3200.18%+445,320
ROBLOX CORP CL A(RBLX)07,850+7,8500443,9960.18%+443,996
THERMO FISHER SCIENTIFIC INC(TMO)0896+8960440,4110.18%+440,411
STRATEGY INC(MSTR)03,415+3,4150426,1920.17%+426,192
TAKE-TWO INTERACTIVE SOFTWRE(TTWO)02,081+2,0810410,9980.17%+410,998
WALMART INC(WMT)03,263+3,2630405,5260.16%+405,526
ABBOTT LABORATORIES03,863+3,8630396,6140.16%+396,614
COPART INC COM(CPRT)011,752+11,7520390,1660.16%+390,166
COGNIZANT TECH SOLUTIONS-A(CTSH)05,849+5,8490358,8360.14%+358,836
EXXON MOBIL CORP01,957+1,9570332,0250.13%+332,025
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