Axecap Investments
Latest statistics and disclosures from Axecap Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, LRCX, VRSN, NVDA, and represent 23.04% of Axecap Investments's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$8.0M), MSFT (+$7.4M), ANET, CBOE, VLO, AVGO, KLAC, CRWD, ABBV, LHX.
- Started 20 new stock positions in ANET, CAT, PLTR, VOT, MS, BK, GE, KLAC, CRWD, LHX. SPY, VLO, LRCX, C, VEA, GS, GD, XLV, CAH, TTE.
- Reduced shares in these 10 stocks: FFIV (-$7.1M), TMUS (-$6.4M), , PRDO, , ALL, , RSG, PH, .
- Sold out of its positions in ALL, MO, ADP, BCML, CF, CRAI, CALM, CALX, EXTR, FFIV.
- Axecap Investments was a net seller of stock by $-3.7M.
- Axecap Investments has $162M in assets under management (AUM), dropping by 0.18%.
- Central Index Key (CIK): 0002030036
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Portfolio Holdings for Axecap Investments
Axecap Investments holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.2 | $8.4M | +772% | 17k | 483.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $8.0M | +5% | 25k | 313.80 |
|
| Lam Research Corp Com New (LRCX) | 4.9 | $8.0M | NEW | 47k | 171.18 |
|
| Verisign (VRSN) | 4.1 | $6.7M | +18% | 28k | 242.95 |
|
| NVIDIA Corporation (NVDA) | 3.9 | $6.3M | +10% | 34k | 186.50 |
|
| Broadcom (AVGO) | 3.4 | $5.6M | +180% | 16k | 346.10 |
|
| CBOE Holdings (CBOE) | 2.8 | $4.6M | +415% | 18k | 251.00 |
|
| Raytheon Technologies Corp (RTX) | 2.6 | $4.2M | +279% | 23k | 183.40 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $4.0M | +6% | 13k | 322.21 |
|
| At&t (T) | 2.5 | $4.0M | +303% | 162k | 24.84 |
|
| Arista Networks Com Shs (ANET) | 2.4 | $4.0M | NEW | 30k | 131.03 |
|
| Abbvie (ABBV) | 2.3 | $3.7M | +713% | 16k | 228.49 |
|
| Valero Energy Corporation (VLO) | 2.3 | $3.7M | NEW | 22k | 162.79 |
|
| ACADIA Pharmaceuticals (ACAD) | 2.3 | $3.7M | -32% | 137k | 26.71 |
|
| Kla Corp Com New (KLAC) | 2.1 | $3.5M | NEW | 2.9k | 1215.08 |
|
| Gilead Sciences (GILD) | 2.1 | $3.4M | -36% | 28k | 122.74 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.0 | $3.3M | NEW | 7.0k | 468.76 |
|
| Wal-Mart Stores (WMT) | 2.0 | $3.2M | -37% | 29k | 111.41 |
|
| L3harris Technologies (LHX) | 2.0 | $3.2M | NEW | 11k | 293.57 |
|
| Phibro Animal Health Corp Cl A Com (PAHC) | 2.0 | $3.2M | -29% | 85k | 37.36 |
|
| TJX Companies (TJX) | 1.9 | $3.1M | -27% | 20k | 153.61 |
|
| Nrg Energy Com New (NRG) | 1.9 | $3.1M | +32% | 19k | 159.24 |
|
| Bank of New York Mellon Corporation (BK) | 1.8 | $3.0M | NEW | 26k | 116.09 |
|
| Citigroup Com New (C) | 1.7 | $2.8M | NEW | 24k | 116.69 |
|
| Capital City Bank (CCBG) | 1.6 | $2.6M | -15% | 61k | 42.57 |
|
| Totalenergies Se Act (TTE) | 1.6 | $2.6M | NEW | 40k | 65.42 |
|
| Unity Ban (UNTY) | 1.6 | $2.5M | +14% | 49k | 51.72 |
|
| Apple (AAPL) | 1.5 | $2.4M | -4% | 9.0k | 271.87 |
|
| Cardinal Health (CAH) | 1.5 | $2.4M | NEW | 12k | 205.50 |
|
| Morgan Stanley Com New (MS) | 1.5 | $2.4M | NEW | 13k | 177.53 |
|
| McKesson Corporation (MCK) | 1.4 | $2.3M | -30% | 2.9k | 820.29 |
|
| Palantir Technologies Cl A (PLTR) | 1.4 | $2.3M | NEW | 13k | 177.75 |
|
| General Dynamics Corporation (GD) | 1.4 | $2.2M | NEW | 6.6k | 336.66 |
|
| AmerisourceBergen (COR) | 1.3 | $2.2M | +114% | 6.4k | 337.75 |
|
| Procter & Gamble Company (PG) | 1.1 | $1.8M | -4% | 13k | 143.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.8M | NEW | 2.6k | 681.99 |
|
| Village Super Mkt Cl A New (VLGEA) | 1.1 | $1.7M | -13% | 49k | 35.40 |
|
| Philip Morris International (PM) | 1.0 | $1.6M | +22% | 10k | 160.40 |
|
| Amazon (AMZN) | 1.0 | $1.6M | 6.9k | 230.82 |
|
|
| International Business Machines (IBM) | 0.9 | $1.4M | -25% | 4.7k | 296.21 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $1.4M | -14% | 3.8k | 360.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.3M | +60% | 1.9k | 684.94 |
|
| Goldman Sachs (GS) | 0.8 | $1.3M | NEW | 1.5k | 879.00 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.2M | +7% | 6.0k | 199.68 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $1.2M | +7% | 6.1k | 191.56 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $1.0M | -12% | 13k | 81.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.0M | NEW | 16k | 62.47 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.6 | $999k | +5% | 18k | 55.22 |
|
| Caterpillar (CAT) | 0.6 | $961k | NEW | 1.7k | 572.87 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $916k | +15% | 4.3k | 214.69 |
|
| Ge Aerospace Com New (GE) | 0.5 | $847k | NEW | 2.7k | 308.03 |
|
| Anthem (ELV) | 0.5 | $840k | 2.4k | 350.55 |
|
|
| Telephone & Data Sys Com New (TDS) | 0.5 | $832k | -67% | 20k | 41.00 |
|
| Cincinnati Financial Corporation (CINF) | 0.5 | $826k | 5.1k | 163.32 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $786k | -6% | 14k | 54.77 |
|
| Cintas Corporation (CTAS) | 0.4 | $607k | 3.2k | 188.07 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $573k | NEW | 2.1k | 279.14 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $536k | +19% | 4.5k | 120.34 |
|
| Medtronic SHS (MDT) | 0.3 | $494k | 5.1k | 96.06 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $472k | +2% | 1.5k | 313.01 |
|
| Ladder Cap Corp Cl A (LADR) | 0.3 | $415k | 38k | 10.99 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $352k | NEW | 2.3k | 154.80 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $329k | 306.00 | 1074.68 |
|
|
| Kroger (KR) | 0.2 | $314k | -70% | 5.0k | 62.49 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $293k | -77% | 3.2k | 91.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $279k | -73% | 555.00 | 502.65 |
|
| Abbott Laboratories (ABT) | 0.2 | $271k | 2.2k | 125.29 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $258k | -24% | 4.0k | 64.42 |
|
| Pgim Etf Tr Total Return Bon (PTRB) | 0.1 | $243k | 5.8k | 42.04 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $241k | 501.00 | 480.57 |
|
|
| Quanta Services (PWR) | 0.1 | $225k | 532.00 | 422.06 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $215k | 349.00 | 614.74 |
|
|
| Southern Company (SO) | 0.1 | $207k | 2.4k | 87.19 |
|
Past Filings by Axecap Investments
SEC 13F filings are viewable for Axecap Investments going back to 2024
- Axecap Investments 2025 Q4 filed Jan. 29, 2026
- Axecap Investments 2025 Q3 filed Oct. 29, 2025
- Axecap Investments 2025 Q2 filed July 30, 2025
- Axecap Investments 2025 Q1 filed April 15, 2025
- Axecap Investments 2024 Q4 filed Jan. 29, 2025
- Axecap Investments 2024 Q3 filed Oct. 22, 2024