Axim Planning & Wealth

CIK 0001950607 · Q1 2026

13F Equity AUM

$82.4M

-13.3% QoQ

Positions

+11 QoQ

AUM Rank

#10,273

Top 83%

Skill Alpha (FF)

-19.1%/yr^ns

No Clear Edge

Rank #8,147 · Top 99%

vs S&P -21.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 59.7%Top 10: 65.3%Top 20: 74.4%

EH48.4%

HPF5.2%

BIL2.8%

ARCM1.9%

NIO1.4%

BTAL1.3%

MSFT1.1%

GROZ1.1%

XLK1.1%

CLF1.0%

Others (73)34.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials49.4%

Financial Services32.5%

Technology6.4%

Consumer Cyclical3.5%

Healthcare2.5%

Consumer Defensive2.1%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 83Median: 0.48%Avg: 1.20%

0–0.5%

45(14.6%)

0.5–1%

28(20.0%)

1–3%

8(11.8%)

3–5%

0(0.0%)

5%+

2(53.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 79Unique: 4vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.5%

BANK OF AMERICA CORP /DE/

1.6%

1.4%

1.6%

2.1%

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.2%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New20Increased34Decreased22Exited9

New Positions

SCHD0.5%

+14K

CRM0.5%

+2K

EXPE0.5%

+2K

QCOM0.5%

+3K

ZETA0.5%

+23K

OSCR0.4%

+28K

VISN0.4%

+16K

NVO0.3%

+8K

SLV0.3%

+4K

TDUP0.3%

+77K

Increased

GRABW0.4%

+41K(+83%)

CLF1.0%

+19K(+24%)

BTAL1.3%

+15K(+24%)

BIL2.8%

+8K(+44%)

EX90.6%

+7K(+120%)

ARCM1.9%

+7K(+69%)

XLU0.7%

+3K(+40%)

GROZ1.1%

+3K(+12%)

RBRK0.4%

+3K(+93%)

CTA0.6%

+3K(+26%)

Decreased

EH48.4%

-74,032(-2%)

HPF5.2%

-50,759(-16%)

NIO1.4%

-5,198(-3%)

BMY0.6%

-5,175(-41%)

MO0.8%

-3,730(-28%)

LUNR0.3%

-2,610(-19%)

GTO0.3%

-2,105(-30%)

LRCX0.5%

-1,810(-48%)

ANET0.5%

-1,269(-28%)

TLH0.3%

-1,131(-31%)

Exited

-3,801

-1,772

-1,047

-1,586

-1,347

-6,335

-3,351

-4,618

-16,565

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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