AXS Investments LLC — 13F holdings

AXS Investments LLC reported 193 holdings worth $353M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $171M (48.6%)
2. MU MICRON TECHNOLOGY INC — $10.9M (3.1%)
3. SPY SPDR S&P 500 ETF TR — $5.76M (1.6%)
4. GOOGL ALPHABET INC — $5.15M (1.5%)
5. NVDA NVIDIA CORPORATION — $5.10M (1.4%)
6. PLTR PALANTIR TECHNOLOGIES INC — $4.93M (1.4%)
7. META META PLATFORMS INC — $4.76M (1.4%)
8. AMD ADVANCED MICRO DEVICES INC — $4.75M (1.3%)
9. VRT VERTIV HOLDINGS CO — $4.19M (1.2%)
10. LRCX LAM RESEARCH CORP — $4.16M (1.2%)