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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

AXS Investments LLC

Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001801467-25-000004

Total Value
$229.5M
Positions
194
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (194)

#IssuerTicker / CUSIPSharesValue% of Filing
1PALANTIR TECHNOLOGIE CL APLTR51,960$9.5M4.13%
2NVIDIA CORP COMNVDA39,606$7.4M3.22%
3NETFLIX COM INC COMNFLX5,751$6.9M3.00%
4META PLATFORMS INCMETA9,235$6.8M2.95%
5ALPHABET INC CL AGOOG27,327$6.6M2.89%
6ISHARES TR CRE U S REIT ETF464288521107,415$6.3M2.75%
7ISHARES TR RESIDENTIAL MULT46428856272,489$6.2M2.68%
8ORACLE CORPORCL-PD21,021$5.9M2.58%
9MICROSOFT CORPMSFT11,081$5.7M2.50%
10JANUS DETROIT STR TR HENDRSON AAA CL47103U845102,117$5.2M2.26%
11VISA INC CLASS AV14,213$4.9M2.11%
12MASTERCARD INC CL AMA7,985$4.5M1.98%
13VANECK ETF TRUST MORTGAGE REIT92189F452417,294$4.5M1.96%
14GLOBAL X FDS RATE PREFERRED37954Y376179,841$4.2M1.81%
15APPLE INCAAPL14,992$3.8M1.66%
16PRINCIPAL EXCHANGE T SPECTRUM PFD74255Y888192,568$3.7M1.61%
17INTL BUSINESS MACHINES CORPINTR12,898$3.6M1.59%
18PROSHARES TR ULTRAPRO SHORT Q74347G192213,447$3.3M1.42%
19SALESFORCE INCCRM13,510$3.2M1.40%
20ISHARES SHRT TRS BD ETF46428867928,605$3.2M1.38%
21APPLOVIN CORP COM CL AAPP4,302$3.1M1.35%
22TESLA INCTSLA6,831$3.0M1.32%
23SERVICENOW INC COMNOW3,197$2.9M1.28%
24UBER TECHNOLOGIES INCUBER29,091$2.9M1.24%
25INTUIT INCINTU3,930$2.7M1.17%
26PALO ALTO NETWORKS I COMPANW13,005$2.6M1.15%
27CROWDSTRIKE HLDGS IN CL ACRWD5,225$2.6M1.12%
28SPOTIFY COMMONSPOT3,620$2.5M1.10%
29AUTOMATIC DATA PROCESSINGADP7,870$2.3M1.01%
30ACCENTURE PLCACN8,801$2.2M0.95%
31ADOBE INCADBE5,929$2.1M0.91%
32AMAZON.COM INCAMZN9,413$2.1M0.90%
33ETFIS SER TR I VIRTUS INFRCAP26923G82294,381$2.0M0.89%
34PROSHARES SHORTT PSHS SHRT S&P50074349Y75355,000$2.0M0.89%
35VERTIV HOLDINGS CO COM CL AVRT12,500$1.9M0.82%
36MICRON TECHNOLOGY INCMU10,504$1.8M0.77%
37PROSHARES TR ULTRASHT SP50074347G416110,600$1.6M0.70%
38WISDOMTREE TR INTRST RATE HDGEWT70,322$1.6M0.69%
39ISHARES TR FALN ANGLS USD46435G47456,942$1.6M0.69%
40VANGUARD SCOTTSDALE SHRT-TERM CORP92206C40919,781$1.6M0.69%
41VANGUARD SCOTTSDALE SHORT TERM TREAS92206C10226,864$1.6M0.69%
42SPDR BLOOMBERG CONV SECURITIES ETF78464A35917,466$1.6M0.69%
43SSGA ACTIVE ETF TR BLKSTN GSOSRLN78467V60838,011$1.6M0.69%
44VANGUARD MALVERN FDS STRM INFPROIDX92202080531,216$1.6M0.69%
45VANGUARD SCOTTSDALE INT-TERM CORP92206C87018,787$1.6M0.69%
46VANGUARD SCOTTSDALE INTER TERM TREAS92206C70626,322$1.6M0.69%
47JANUS DETROIT STR TR B-BBB CLO ETF47103U75332,797$1.6M0.69%
48SPDR BLOOMBERG BARCLAYS HIGH YIELD78468R62216,114$1.6M0.69%
49ISHARES TR 0-5YR HI YL CP46434V40736,459$1.6M0.69%
50VANGUARD SCOTTSDALE MTG-BKD SECS ETF92206C77133,613$1.6M0.69%
51ISHARES U S ETF TR IT RT HDG HGYL46431W60618,175$1.6M0.69%
52VANGUARD WHITEHALL F EMERG MKT BD ETF92194688523,574$1.6M0.69%
53VANGUARD SCOTTSDALE LONG TERM TREAS92206C84727,731$1.6M0.69%
54VANGUARD SCOTTSDALE LG-TERM COR BD92206C81320,305$1.6M0.69%
55TE CONNECTIVITY PLCTEL7,173$1.6M0.69%
56ROBINHOOD MKTS INC COM CL A77070010210,796$1.5M0.67%
57MERCADOLIBRE INC COMMELI638$1.5M0.65%
58STRYKER CORPSYK3,954$1.5M0.64%
59DOORDASH INC CL ADASH5,369$1.5M0.64%
60BROADCOM INCAVGO4,318$1.4M0.62%
61BOSTON SCIENTIFIC CORPBSX14,398$1.4M0.61%
62CADENCE DESIGN SYS INCCDNS3,816$1.3M0.58%
63BERKSHIRE HATHAWAY INCBRK-A2,586$1.3M0.57%
64SYNOPSYS INCSNPS2,571$1.3M0.55%
65TRANE TECHNOLOGIES PLCTT2,985$1.3M0.55%
66GARMIN LTDGRMN4,980$1.2M0.53%
67TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391004,300$1.2M0.52%
68ROBLOX CORP CL ARBLX8,610$1.2M0.52%
69LABCORP HOLDINGS INCLH3,934$1.1M0.49%
70SNOWLAKE, INC. COMSNOW4,944$1.1M0.49%
71STRATEGY INCSTRK3,413$1.1M0.48%
72INTUITIVE SURGICAL INCISRG2,388$1.1M0.47%
73COINBASE GLOBAL INC COM CL ACOIN3,111$1.0M0.46%
74ADVANCED MICRO DEVICESAMD6,451$1.0M0.45%
75AUTODESK INC COMADSK2,995$951,4220.41%
76UNITEDHEALTH GROUP INCUNH2,741$946,4670.41%
77FORTRESS TRANS INFRS COM REP LTD LIABFTAIN5,500$917,7300.40%
78GE HEALTHCARE TECHNO COMMON STOCKGEHC12,011$902,0260.39%
79JPMORGAN CHASE & CO COMVYLD2,701$851,9760.37%
80CNH INDUSTRIAL NVN2094410973,955$802,4120.35%
81FORTINET INC COMFTNT9,445$794,1360.35%
82AIRBNB INC COM CL AABNB6,406$777,8170.34%
83CLOUDFLARE INC CL A COMNET3,559$763,7260.33%
84ROPER TECHNOLOGIESROP1,493$744,5440.32%
85WORKDAY INC CL AWDAY3,021$727,2450.32%
86ABBOTT LABORATORIESABLZF5,197$696,0860.30%
87DATADOG INC CL A COMDDOG4,695$668,5680.29%
88GRANITE CONSTRUCTION INCGVA6,000$657,9000.29%
89ARISTA NETWORKS INCANET4,314$628,5930.27%
90EQUITABLE HOLDINGS INCEQH-PC12,000$609,3600.27%
91ALKERMES PLCALKS20,150$604,5000.26%
92COPART INC COMCPRT13,439$604,3520.26%
93EBAY INC COMEBAY6,552$595,9040.26%
94THERMO FISHER SCIENTIFIC INCTMO1,191$577,6590.25%
95WALMART INCWMT5,577$574,7660.25%
96COMFORT SYS USA INC COM199908104600$495,1080.22%
97COSTAR GROUP INCCSGP5,867$494,9990.22%
98JAZZ PHARMACEUTICALS PLCJAZZ3,496$460,7730.20%
99FIDELITY NATL INFORM COM31620M1066,977$460,0630.20%
100ADVANCED DRAINAGE SYSTEMS INC00790R1043,300$457,7100.20%
101PROCTER & GAMBLE CO /THE7427181092,817$432,8320.19%
102GENERAL ELECTRIC CO3696043011,430$430,1730.19%
103DANAHER CORP2358511022,121$420,5090.18%
104EXXON MOBIL CORPXOM3,400$383,3500.17%
105MEDTRONIC PLCMDT3,843$366,0070.16%
106BANK OF AMERICA0605051046,682$344,7240.15%
107SUNCOR ENERGY INC NEWSU8,133$340,0410.15%
108UNITED RENTALS INC COMURI350$334,1310.15%
109NOVO NORDISK A/S-SPONS ADRNONOF6,000$332,9400.15%
110COCA-COLA CO/THEKO4,953$328,4830.14%
111CATERPILLAR INCCAT684$326,3710.14%
112LINDE PLC COMLIN661$313,9750.14%
113APOLLO GLOBAL MGMT INC03769M1062,300$306,5210.13%
114CVS HEALTH CORPCVS3,977$299,8260.13%
115RTX CORPRTX1,788$299,1860.13%
116PHILIP MORRIS INTL INC7181721091,594$258,5470.11%
117WELLS FARGO & COMPANY9497461012,996$251,1250.11%
118CIGNA GROUP/THE125523100855$246,4540.11%
119THE TRADE DESK INC COM CL A88339J1055,000$245,0500.11%
120HCA HEALTHCARE INCHCA559$238,2460.10%
121BOEING CO COMBA-PA1,076$232,2330.10%
122PEPSICO INCPEP1,649$231,5860.10%
123GOLDMAN SACHS GROUP INCGSCE285$226,9600.10%
124S&P GLOBAL INCSPGI462$224,8600.10%
125EATON CORP PLCETN591$221,1820.10%
126ELEVANCE HEALTH INCELV678$219,0750.10%
127UNION PACIFIC CORPUNP902$213,2060.09%
128CHEVRON CORPCVX1,350$209,6420.09%
129HONEYWELL INTERNATIONAL INC438516106980$206,2900.09%
130MORGAN STANLEY COM NEWMS-PQ1,200$190,7520.08%
131ELI LILLY & COLLY234$178,5420.08%
132AMERICAN EXPRESS COAXP528$175,3800.08%
133CITIGROUP INCC-PR1,727$175,2910.08%
134DEERE & CODE372$170,1010.07%
135CENCORA INCCOR544$170,0160.07%
136BECTON DICKINSON & COBDX861$161,1530.07%
137IDEXX LABORATORIES INC45168D104238$152,0560.07%
138VEEVA SYS INC CL A COMVEEV472$140,6140.06%
139EDWARDS LIFESCIENCES CORPEW1,762$137,0310.06%
140ALTRIA GROUP INCMO2,009$132,7150.06%
141NEWMONT CORPNEMCL1,484$125,1160.05%
142JOHNSON & JOHNSONJNJ671$124,4170.05%
143AT&T INCT-PC4,374$123,5220.05%
144RESMED INCRSMDF435$119,0730.05%
145ABBVIE INCABBV492$113,9180.05%
146SHERWIN-WILLIAMS CO/THESHW328$113,5730.05%
147LEIDOS HOLDINGS INCLDOS600$113,3760.05%
148VERIZON COMMUNICATIONS INCVZ2,565$112,7320.05%
149AGILENT TECHNOLOGIES INCA854$109,6110.05%
150ECOLAB INCECL358$98,0420.04%
151MONDELEZ INTERNATIONAL INC6092071051,554$97,0780.04%
152HUMANA INCHUM359$93,4010.04%
153CONOCOPHILLIPSCOP981$92,7930.04%
154PARSONS CORPORATION COMPSN1,000$82,9200.04%
155TIDEWATER INCTDGMW1,500$79,9950.03%
156DEXCOM INCDXCM1,162$78,1910.03%
157COLGATE-PALMOLIVE COCL975$77,9420.03%
158COMCAST CORP-CL ACCZ2,420$76,0360.03%
159CISCO SYSTEMS INCCSCO1,109$75,8780.03%
160AIR PRODUCTS & CHEMICALS INCAIIR277$75,5430.03%
161FREEPORT-MCMORAN INCFCX1,911$74,9490.03%
162LABORATORY CRP OF AMER HLDGSLH251$72,0520.03%
163STERIS PLC SHS USDSTE291$72,0050.03%
164T-MOBILE US INCTMUSZ300$71,8140.03%
165NATERA INC COMNTRA426$68,5730.03%
166CORTEVA INC COMCTVA908$61,4080.03%
167WILLIAMS COS INC969457100946$59,9290.03%
168MONSTER BEVERAGE CORPMNST886$59,6370.03%
169MERCK & CO INCMRK697$58,4990.03%
170MARTIN MARIETTA MATERIALS57328410681$51,0530.02%
171QUALCOMM INCQCOM305$50,7400.02%
172VULCAN MATERIALS CO929160109163$50,1420.02%
173KROGER CO COMKR718$48,4000.02%
174MARATHON PETE CORP COMMARA244$47,0290.02%
175TEXAS INSTRUMENTS INC882508104251$46,1160.02%
176APPLIED MATERIALS INC038222105224$45,8620.02%
177PHILLIPS 66 COMPSX320$43,5260.02%
178CHENIERE ENERGY INC COM NEWLNG185$43,4710.02%
179KINDER MORGAN INCEP-PC1,521$43,0600.02%
180AMGEN INC COMAMGN150$42,3300.02%
181EOG RESOURCES INCEOG368$41,2600.02%
182HOME DEPOT INC COMHD93$37,6830.02%
183NUCOR CORP COMNUE271$36,7020.02%
184COSTCO WHOLESALE CORP22160K10539$36,1000.02%
185ONEOK INCOKE484$35,3170.02%
186NEXTERA ENERGY INCNEE-PW273$20,6090.01%
187GE VERNOVA INC COMGEV33$20,2920.01%
188CHARTER COMMUNICATIO CL A16119P10867$18,4320.01%
189SOUTHERN CO COMSOMN144$13,6470.01%
190AST SPACEMOBILE INC COM CL AASTS127$6,2330.00%
191ECHOSTAR CORP CL ASATS80$6,1090.00%
192FRONTIER COMMUNICATI COM35909D109141$5,2660.00%
193LUMEN TECHNOLOGIES INCLUMN546$3,3420.00%
194MILLICOM INT'L CELLLULAR SAL6388F11067$3,2520.00%