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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 (Amended)

AXS Investments LLC

Quarter ended Q2 2024 · Filed August 16, 2024 · Accession 0001855205-24-000040

Total Value
$416.8M
Positions
287
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT22,931$9.6M2.31%
2ALPHABET INC CL AGOOG60,567$9.1M2.19%
3NETFLIX COM INC COMNFLX14,219$8.6M2.07%
4META PLATFORMS INCMETA17,731$8.6M2.07%
5VISA INC CLASS AV27,752$7.7M1.86%
6MASTERCARD INC - AMA15,331$7.4M1.77%
7SALESFORCE INCCRM23,569$7.1M1.70%
8ACCENTURE PLCACN18,626$6.5M1.55%
9ADOBE INCADBE12,186$6.1M1.48%
10ORACLE CORPORCL-PD47,724$6.0M1.44%
11NVIDIA CORP COMNVDA6,416$5.8M1.39%
12SERVICENOW INC COMNOW7,408$5.6M1.36%
13INTUIT INCINTU8,476$5.5M1.32%
14INTL BUSINESS MACHINES CORPINTR26,437$5.0M1.21%
15SYNOPSYS INCSNPS6,663$3.8M0.91%
16BERKSHIRE HATHAWAY INCBRK-A8,774$3.7M0.89%
17AUTOMATIC DATA PROCESSINGADP14,335$3.6M0.86%
18APPLE INCAAPL20,446$3.5M0.84%
19UBER TECHNOLOGIES INCUBER43,863$3.4M0.81%
20ANNALY CAPITAL MANAGEMENT INCNLY-PJ170,476$3.4M0.81%
21PALO ALTO NETWORKS I COMPANW11,097$3.2M0.76%
22CADENCE DESIGN SYS INCCDNS10,036$3.1M0.75%
23CROWDSTRIKE HLDGS IN CL ACRWD9,026$2.9M0.69%
24UNITEDHEALTH GROUP INCUNH5,771$2.9M0.69%
25TPG RE FINANCE TRUST INCTPGXL364,232$2.8M0.67%
26STARWOOD PROPERTY TRUST INCSTHO131,835$2.7M0.64%
27ADVANCED MICRO DEVICESAMD14,444$2.6M0.63%
28AMAZON.COM INCAMZN14,328$2.6M0.62%
29AUTODESK INCADSK9,717$2.5M0.61%
30WORKDAY INC CL AWDAY8,939$2.4M0.59%
31ARMOUR RESIDENTIAL REIT INCARR-PC121,732$2.4M0.58%
32RITHM CAPITAL CORPRITM-PF211,771$2.4M0.57%
33AGNC INVESTMENT CORP00123Q104236,582$2.3M0.56%
34FIDELITY NATIONAL INFO SERV31620M10630,833$2.3M0.55%
35BLACKSTONE MORTGAGE TRUST INCBX114,813$2.3M0.55%
36MFA FINANCIAL INC55272X607199,995$2.3M0.55%
37DYNEX CAPITAL INCDX-PC182,985$2.3M0.55%
38ARBOR RLTY TR INC COMABR-PF171,312$2.3M0.54%
39CATERPILLAR INCCAT6,151$2.3M0.54%
40FORTINET INCFTNT32,907$2.2M0.54%
41LADDER CAPITAL CORP-REITLADR200,868$2.2M0.54%
42COSTAR GROUP INCCSGP23,139$2.2M0.54%
43PENNYMAC MORTGAGE INVESTMENT70931T103151,544$2.2M0.53%
44FRANKLIN BSP REALTY TRUST IN35243J101163,143$2.2M0.52%
45ARISTA NETWORKS INC COMANET7,449$2.2M0.52%
46TWO HARBORS INVESTMENT CORP90187B804163,143$2.2M0.52%
47CHIMERA INVESTMENT CORP16934Q208464,101$2.1M0.51%
48BRIGHTSPIRE CAPITAL INCBRSP310,235$2.1M0.51%
49CARRIER GLOBAL CORPO COMCARR36,712$2.1M0.51%
50APOLLO COMMERCIAL REAL ESTAT03762U105190,558$2.1M0.51%
51ELLINGTON FINANCIAL INCEFC-PD179,559$2.1M0.51%
52GARTNER INCIT4,380$2.1M0.50%
53ELECTRONIC ARTS INCEA15,735$2.1M0.50%
54THERMO FISHER SCIENTIFIC INCTMO3,528$2.1M0.49%
55INVESCO SENIOR LOAN ETFIVZ95,000$2.0M0.48%
56SSGA ACTIVE ETF TR BLKSTN GSOSRLN78467V60847,000$2.0M0.47%
57READY CAPITAL CORPRC-PE214,134$2.0M0.47%
58DEERE & CODE4,753$2.0M0.47%
59COGNIZANT TECH SOLUTIONS-ACTSH26,581$1.9M0.47%
60REDWOOD TRUST INCRWTQ305,298$1.9M0.47%
61VERISK ANALYTICS INCVRSK8,249$1.9M0.47%
62S&P GLOBAL INCSPGI4,509$1.9M0.46%
63NEW YORK MORTGAGE TRUST INCADAMZ265,660$1.9M0.46%
64MACERICH COMAC110,004$1.9M0.45%
65ISHARES PREFERRED & INCOME SEC ETF46428868758,000$1.9M0.45%
66DECKERS OUTDOOR CORPDECK1,979$1.9M0.45%
67BLACKROCK INCBLK2,222$1.9M0.44%
68O'REILLY AUTOMOTIVE INC67103H1071,636$1.8M0.44%
69ABBOTT LABORATORIESABLZF16,226$1.8M0.44%
70HUBBELL INCHUBB4,243$1.8M0.42%
71STRYKER CORPSYK4,811$1.7M0.41%
72KKR REAL ESTATE FIN TR REITKKRT170,894$1.7M0.41%
73CIGNA CORP1255231004,719$1.7M0.41%
74SPDR SERIES TRUST S&P BIOTECH78464A87018,000$1.7M0.41%
75ISHARES FLTG RATE BD ETF46429B65533,000$1.7M0.40%
76MEDTRONIC PLCMDT19,272$1.7M0.40%
77AIRBNB INC COM CL AABNB9,953$1.6M0.39%
78BROADCOM INCAVGO1,228$1.6M0.39%
79ARES COMMERCIAL REAL ESTATE04013V108215,740$1.6M0.39%
80MICRON TECHNOLOGY INCMU13,625$1.6M0.39%
81INVESCO TAXABLE MUNICIPAL BONDIVZ60,000$1.6M0.38%
82CLAROS MORTGAGE TRUST INC18270D106162,567$1.6M0.38%
83HUBSPOT INC COMHUBS2,505$1.6M0.38%
84ELI LILLY & COLLY2,000$1.6M0.37%
85NOVO NORDISK A/S-SPONS ADRNONOF12,000$1.5M0.37%
86AMERICAN EXPRESS COAXP6,635$1.5M0.36%
87FIRST TR EXCH TRADED PFD SECS INC ETF33739E10885,000$1.5M0.35%
88THE TRADE DESK INC COM CL A88339J10516,768$1.5M0.35%
89QUALCOMM INCQCOM8,505$1.4M0.35%
90MERCK & CO INCMRK10,802$1.4M0.34%
91ABBVIE INCABBV7,774$1.4M0.34%
92INVESCO EXCH TRADED CEF INM COMPSIIVZ75,000$1.4M0.34%
93CENCORA INCCOR5,804$1.4M0.34%
94PROLOGIS INCPLDGP10,768$1.4M0.34%
95CISCO SYSTEMS INCCSCO27,992$1.4M0.34%
96COMCAST CORP-CL ACCZ32,196$1.4M0.33%
97TEXAS INSTRUMENTS INC8825081047,925$1.4M0.33%
98INTEL CORPINTC31,228$1.4M0.33%
99ECOLAB INCECL5,967$1.4M0.33%
100JOHNSON & JOHNSONJNJ8,688$1.4M0.33%
101PULTE GROUP INC74586710111,391$1.4M0.33%
102PAYPAL HOLDINGS INCPYPL20,460$1.4M0.33%
103JANUS DETROIT STR TR HENDRSON AAA CL47103U84527,000$1.4M0.33%
104ISHARES TR TRS FLT RT BD46434V86027,000$1.4M0.33%
105STEEL DYNAMICS INCSTLD9,226$1.4M0.33%
106WALT DISNEY CO25468710611,064$1.4M0.32%
107AMGEN INCAMGN4,738$1.3M0.32%
108ALPHABET INC-CL CGOOG8,832$1.3M0.32%
109LENNAR CORP-ALEN-B7,789$1.3M0.32%
110SCHWAB (CHARLES) CORPSCHW-PJ18,487$1.3M0.32%
111SPDR BLOOMBERG BARCLAYS HIGH YIELD78468R62214,000$1.3M0.32%
112AMERIPRISE FINANCIAL INC03076C1063,030$1.3M0.32%
113AMERICAN INTERNATIONAL GROUP02687478416,937$1.3M0.32%
114PPG INDUSTRIES INC6935061079,134$1.3M0.32%
115BRISTOL-MYERS SQUIBB COCELG-RI24,325$1.3M0.32%
116MICROCHIP TECHNOLOGY INCMCHPP14,671$1.3M0.32%
117BLOCK INCBSQKZ15,535$1.3M0.32%
118ISHARES IBOXX IVSTMT GRADE CORP BND ETF46428724212,000$1.3M0.31%
119FASTENAL COFAST16,909$1.3M0.31%
120SIMON PROPERTY GROUP INC8288061098,334$1.3M0.31%
121AON PLC-CLASS AAON3,906$1.3M0.31%
122CONAGRA BRANDS INCCAG43,964$1.3M0.31%
123AUTOZONE INCAZO411$1.3M0.31%
124MERCADOLIBRE INC COMMELI856$1.3M0.31%
125WW GRAINGER INC3848021041,269$1.3M0.31%
126MR COOPER GROUP INC62482R10716,500$1.3M0.31%
127CHURCH & DWIGHT CO INCCHD12,330$1.3M0.31%
128ESTEE LAUDER COMPANIES-CL A5184391048,309$1.3M0.31%
129MOODY'S CORPMCO3,254$1.3M0.31%
130ANALOG DEVICES INCADI6,437$1.3M0.31%
131AMERICAN WATER WORKS CO INC03042010310,414$1.3M0.31%
132MCKESSON CORPMCK2,368$1.3M0.31%
133BANK OF NEW YORK MELLON CORP06405810022,010$1.3M0.30%
134KLA CORPKLAC1,810$1.3M0.30%
135TJX COMPANIES INC87254010912,452$1.3M0.30%
136WISDOMTREE TR FLOATNG RAT TREAWT25,000$1.3M0.30%
137MARSH & MCLENNAN COS5717481026,103$1.3M0.30%
138ORMAT TECHNOLOGIES INCORA18,949$1.3M0.30%
139SYSCO CORPSYY15,247$1.2M0.30%
140CARDINAL HEALTH INCCAH11,025$1.2M0.30%
141MSCI INCMSCI2,201$1.2M0.30%
142SNOWLAKE, INC. COMSNOW7,610$1.2M0.30%
143DRAFTKINGS INC COM CL ADKNG27,000$1.2M0.29%
144INTERCONTINENTAL EXCHANGE IN45866F1048,919$1.2M0.29%
145MARVELL TECHNOLOGY INCMRVL17,228$1.2M0.29%
146ROSS STORES INCROST8,288$1.2M0.29%
147EQUITABLE HOLDINGS INCEQH-PC32,000$1.2M0.29%
148EQUIFAX INCEFX4,513$1.2M0.29%
149CME GROUP INCCME5,602$1.2M0.29%
150ROPER TECHNOLOGIESROP2,143$1.2M0.29%
151BOSTON PROPERTIES INCBXP18,387$1.2M0.29%
152COPART INC COMCPRT20,529$1.2M0.29%
153LEIDOS HOLDINGS INCLDOS8,900$1.2M0.28%
154ON SEMICONDUCTORON15,642$1.2M0.28%
155TRADEWEB MKTS INC CL A89267210611,000$1.1M0.27%
156L3HARRIS TECHNOLOGIES INCLHX5,300$1.1M0.27%
157NIKE INC -CL BNKE11,878$1.1M0.27%
158VERTIV HOLDINGS CO COM CL AVRT13,000$1.1M0.25%
159PALANTIR TECHNOLOGIE CL APLTR44,416$1.0M0.25%
160VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43735,000$1.0M0.24%
161JPMORGAN CHASE & CO COMVYLD5,037$1.0M0.24%
162VANECK ETF TRUST BDC INCOME ETF92189F41159,000$997,1000.24%
163ISHARES TR NATIONAL MUN ETF4642884149,100$979,1600.23%
164DOORDASH INC CL ADASH7,092$976,7100.23%
165TEXTRON INC COMTXT10,000$959,3000.23%
166TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391007,000$952,3500.23%
167PROSHARES TR SHRT 20YR TRE74347X84941,000$950,7900.23%
168SPDR BLOOMBERG CONV SECURITIES ETF78464A35912,500$913,0000.22%
169ASCENDIS PHARMA A S SPONSORED ADRASND6,000$907,0200.22%
170TOLL BROTHERS INCTOL7,000$905,5900.22%
171VICI PPTYS INC COM92565210930,203$899,7470.22%
172MYR GROUP INC DEL COMMYRG5,000$883,7500.21%
173PARSONS CORPORATION COMPSN10,500$870,9750.21%
174APOLLO GLOBAL MGMT INC03769M1067,700$865,8650.21%
175VANECK HIGH YIELD MUNI ETF92189H40916,500$862,2900.21%
176ADVANCED DRAINAGE SYSTEMS INC00790R1045,000$861,2000.21%
177DATADOG INC CL A COMDDOG6,902$853,0870.20%
178ISHARES 20 YEAR TREASURY BOND ETF4642874329,000$851,5800.20%
179GENERAL ELECTRIC CO3696043014,790$840,7890.20%
180REGENCY CENTERS CORP75884910313,793$835,3040.20%
181ACM RESEARCH INC COM CL A00108J10928,000$815,9200.20%
182ACADEMY SPORTS & OUTDOORS INASO12,000$810,4800.19%
183ISHARES J.P. MORGAN USD EMRG MKT BND ETF4642882819,000$807,0300.19%
184FIDELITY WISE ORIGIN SHSFBTC13,000$806,7800.19%
185E L F BEAUTY INC COMELF4,100$803,7230.19%
186UNITED RENTALS INC COMURI1,100$793,2210.19%
187UNION PACIFIC CORPUNP3,119$767,0560.18%
188FEDERAL REALTY INVS TRUST3137451017,406$756,3010.18%
189GAMING & LEISURE PPT COM36467J10816,278$749,9270.18%
190MONGODB INC CL AMDB2,000$717,2800.17%
191HONEYWELL INTERNATIONAL INC4385161063,398$697,4400.17%
192RTX CORPRTX7,076$690,1220.17%
193VANECK ETF TRUST EMERGING MRKT HI92189F35336,000$686,8800.16%
194FAIR ISAAC CORPFICO539$673,5400.16%
195LOCKHEED MARTIN CORPLMT1,464$665,9290.16%
196PROCTER & GAMBLE CO /THE7427181094,096$664,5760.16%
197ALPS ETF TR ALERIAN MLP00162Q45214,000$664,4400.16%
198SPOTIFY COMMONSPOT2,500$659,7500.16%
199COSTCO WHOLESALE CORP22160K105863$632,2600.15%
200DANAHER CORP2358511022,450$611,8140.15%
201PARKER HANNIFIN CORPPH1,100$611,3690.15%
202VORNADO REALTY TRUST92904210921,030$605,0330.15%
203MARATHON PETE CORP COMMARA2,994$603,2910.14%
204BOEING CO COMBA-PA3,087$595,7600.14%
205ATLASSIAN CORP CL ATEAM3,043$593,7200.14%
206ISHARES MORTGAGE REAL ESTATE ETF46435G34225,000$581,0000.14%
207INTUITIVE SURGICAL INCISRG1,448$577,8820.14%
208REALTY INCOME CORP COMO10,591$572,9730.14%
209LTC PPTYS INC COM50217510217,615$572,6640.14%
210PACKAGING CORP OF AMERICA6951561093,000$569,3400.14%
211SAMSARA INC COM CL AIOT15,000$566,8500.14%
212XP INC CL AXP22,000$564,5200.14%
213VERTEX PHARMACEUTICALS INCVRTX1,350$564,3140.14%
214SKYWARD SPECIALTY IN COM83094010215,000$561,1500.13%
215TIDEWATER INCTDGMW6,000$552,0000.13%
216FORTRESS TRANS INFRS COM REP LTD LIABFTAIN8,000$538,4000.13%
217CTO REALTY GROWTH INC22948Q10131,453$533,1280.13%
218GLOBAL MED REIT INC COM NEW37954A20460,447$528,9110.13%
219COMFORT SYS USA INC COM1999081041,655$525,8100.13%
220VANGUARD CHARLOTTE F TOTAL INT BD ETF92203J40710,500$516,4950.12%
221GRANITE CONSTRUCTION INCGVA9,000$514,1700.12%
222VANGUARD SPECIALIZED DIV APP ETF9219088442,780$507,6560.12%
223INVESCO QQQ TRUST SERIES 1IVZ1,135$503,9510.12%
224PROSHARES TR PSHS SHRT S&P50074347B42542,365$502,4490.12%
225NEWLAKE CAPITAL PART COM65149510325,520$486,1560.12%
226WALMART INCWMT7,577$455,9080.11%
227BANK OF AMERICA06050510411,981$454,3200.11%
228WP CAREY INC92936U1097,771$438,5950.11%
229PACCAR INCPCAR3,500$433,6150.10%
230ELEVANCE HEALTH INCELV832$431,4250.10%
231LINDE PLC COMLIN915$424,8530.10%
232ARMADA HOFFLER PPTYS COM04208T10840,342$419,5570.10%
233COCA-COLA CO/THEKO6,839$418,4100.10%
234PEPSICO INCPEP2,273$397,7980.10%
235LULULEMON ATHLETICA COMLULU1,000$390,6500.09%
236NVDA 05/17/24 P935 05/24 935.0 PUTNVDA50$369,6000.09%
237WELLS FARGO & COMPANY9497461016,341$367,5240.09%
238SPDR BLOOMBERG BARCLAYS 1-3MO TBILL78468R6634,000$367,2000.09%
239TESLA INCTSLA2,075$364,7640.09%
240CVS HEALTH CORPCVS4,534$361,6320.09%
241MEDICAL PPTYS TRUST COM58463J30476,554$359,8040.09%
242BOSTON SCIENTIFIC CORPBSX4,807$329,2310.08%
243INCYTE CORPINCY5,470$311,6260.07%
244SPDR SERIES TRUST S&P OILGAS EXP78468R5562,000$309,8600.07%
245ALEXANDRIA REAL ESTATE EQUITY0152711092,400$309,3840.07%
246EXXON MOBIL CORPXOM2,594$301,5270.07%
247WESTERN DIGITAL CORPWDC4,365$297,8680.07%
248CURTISS-WRIGHT CORPCW1,100$281,5340.07%
249BORGWARNER INCBWA7,970$276,8780.07%
250EMCOR GROUP INCEME750$262,6500.06%
251PERDOCEO EDUCATION CORPPRDO14,690$257,9560.06%
252JPMORGAN CHASE & CO ALERIAN ML ETNVYLD9,000$256,4100.06%
253STONEX GROUP INCSNEX3,645$256,0980.06%
254BECTON DICKINSON & COBDX1,024$253,3890.06%
255GLOBAL X FDS GLB X URANIUM37954Y8718,560$246,7850.06%
256ADTALEM GLOBAL EDUCATION INCADT4,685$240,8090.06%
257HCA HEALTHCARE INCHCA720$240,1420.06%
258SIMPLIFY EXCHANGE TR HEALTH CARE ETF82889N7727,730$239,0120.06%
259ISHARES MSCI JAPAN ETF46434G8223,346$238,7370.06%
260GOLDMAN SACHS GROUP INCGSCE571$238,5010.06%
261ISHARES TR MSCI INDIA ETF46429B5984,610$237,8300.06%
262WORLD GOLD TR SPDR GLD MINISGLDW5,315$234,1260.06%
263SPROTT PHYSICAL GOLD UNITSII13,500$233,5500.06%
264CORVEL CORPCRVL875$230,0900.06%
265ISHARES TR MSCI INDIA SM CP46429B6143,240$227,6750.05%
266ALTRIA GROUP INCMO5,185$226,1700.05%
267EATON VANCE LTD DUR COMETN23,000$224,2500.05%
268INSTALLED BLDG PRODS COM45780R101865$223,8010.05%
269TRI POINTE HOMES INCTPH5,760$222,6820.05%
270ISHARES MSCI JAPAN SMALL-CAP ETF4642865822,935$220,0660.05%
271MASTERBRAND INC COMMON STOCKMBC11,645$218,2270.05%
272DNOW INCDNOW14,345$218,0440.05%
273ENERGY SELECT SECTOR SPDR FUND81369Y5062,295$216,6710.05%
274DORMAN PRODUCTS INC2582781002,235$215,4320.05%
275CUMMINS INCCMI730$215,0950.05%
276PHILIP MORRIS INTL INC7181721092,320$212,5580.05%
277GILEAD SCIENCES INCGILD2,895$212,0590.05%
278WATTS WATER TECHNOLO CL AWTS995$211,4870.05%
279COLLEGIUM PHARMACEUT COMCOLL5,445$211,3750.05%
280MINERALS TECHNOLOGIES INCMTX2,805$211,1600.05%
281SPDR SER TR HLTH CR EQUIP78464A5812,375$208,8580.05%
282SUNCOKE ENERGY INC COMSXC18,530$208,8330.05%
283SCIENTIFIC GAMES CORP-ALAWIL2,045$208,7740.05%
284MORGAN STANLEY COM NEWMS-PQ2,211$208,1880.05%
285VIRTUS INVT PARTNERS COM92828Q109825$204,5840.05%
286BLACKROCK CORPOR HI COMBLK20,000$195,8000.05%
287NUVEEN PREFERRED & INCOME OPP FUNDNU20,000$143,8000.03%