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Axs Investments LLC
AXS Investments LLC is an alternative investment manager headquartered in Port Chester, NY. Founded in 2011, the firm primarily offers a curated suite of ETFs and mutual funds focusing on alternative and unconventional investment solutions to help investors, traders, and asset allocators build more resilient and diversified portfolios. AXS collaborates with top institutional managers as sub-advisors for many of their strategies. They primarily serve investment companies and professional allocators and currently have about 10 employees.
Investment Strategy
AXS Investments pursues innovative investment strategies, focusing on offering ETFs and mutual funds that provide distinctive exposures, including alternative investments, differentiated growth and income opportunities, and tools for diversification. Their investment philosophy emphasizes empowering investors to access unconventional sources of return and risk management, often by leveraging institutional sub-advisory relationships for specialized expertise. Their suite serves those seeking to diversify away from traditional stock and bond allocations, including strategies designed for growth, income, and risk mitigation.
Latest 13F Filing Activity
Axs Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 144 equity positions with a total 13F market value of $244M. The fund increased holdings in Palantir Technologie CL A, Nvidia Corp. Com, Ishares TR Faln Angls Usd among other positions. Axs Investments LLC reduced exposure to Ishares SHRT TRS BD Etf, SPDR Bloomberg Barclays 1-3mo Tbill, Ishares TR Residential Mult among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.05% | $7.4M | 14,948 | $352.60 | $497.41 | +$2.0M |
M META | META PLATFORMS INC | 2.86% | $7.0M | 9,458 | $287.48 | $738.09 | +$1.6M |
N NFLX | NETFLIX COM INC COM | 2.85% | $6.9M | 5,189 | $588.59 | $1339.13 | +$1.4M |
P PLTR | PALANTIR TECHNOLOGIE CL A | 2.77% | $6.8M | 49,523 | $69.04 | $136.32 | +$4.3M |
N NVDA | NVIDIA CORP COM | 2.53% | $6.2M | 39,074 | $33.09 | $157.99 | +$2.2M |
Industry Allocation
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