Axim Planning & Wealth: 13F holdings
CIK 19506072026Q2
| Positions | 89 |
|---|
| Reported value | $71.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 89 (+6 vs prior quarter) |
|---|
| Reported value | $71.5m (-13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EH EHANG HLDGS LTD | 3,972,808 | $26.0m | 36.4% |
| HPF HANCOCK JOHN PFD INCOME FD I | 245,354 | $3.9m | 5.4% |
| BIL SPDR SERIES TRUST | 24,316 | $2.2m | 3.1% |
| XLK SELECT SECTOR SPDR TR | 6,016 | $1.1m | 1.6% |
| ZACKS TRUST | 34,897 | $1.1m | 1.6% |
| AMD ADVANCED MICRO DEVICES INC | 1,888 | $1.1m | 1.5% |
| CLF CLEVELAND-CLIFFS INC NEW | 101,432 | $952,446 | 1.3% |
| ZACKS TRUST | 20,917 | $933,317 | 1.3% |
| CAT CATERPILLAR INC | 860 | $915,814 | 1.3% |
| MSFT MICROSOFT CORP | 2,418 | $901,962 | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950607")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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