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.
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 |