Axiom Financial Strategies, LLC
Net buyer this quarter
$319M
21
+$3.21M
13.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VOT | $28.1M | 8.79% | Not reported | +2.4% | Q3 2025 |
 USCI | $7.71M | 2.42% | 0.30% | +31.4% | Q3 2025 |
 SPTS | $4.31M | 1.35% | Not reported | +1.8% | Q3 2025 |
 BRK.B | $685K | 0.21% | Not reported | Not reported | Q1 2020 |
 GOOGL | $608K | 0.19% | 0.00% | +2.4% | Q1 2021 |
 COF | $472K | 0.15% | 0.00% | +6.9% | Q2 2020 |
 USB | $451K | 0.14% | 0.00% | +1.0% | Q2 2020 |
 VTRS | $434K | 0.14% | 0.00% | +0.9% | Q1 2022 |
 JPM | $422K | 0.13% | 0.00% | +1.4% | Q1 2020 |
 AMZN | $416K | 0.13% | 0.00% | +22.3% | Q1 2020 |
 CVS | $411K | 0.13% | 0.00% | +1.4% | Q2 2025 |
 MGM | $395K | 0.12% | 0.00% | +4.7% | Q2 2025 |
 TXN | $391K | 0.12% | 0.00% | +2.3% | Q1 2021 |
 MSFT | $375K | 0.12% | 0.00% | +1.4% | Q1 2020 |
 META | $336K | 0.11% | Not reported | -2.0% | Q1 2020 |
 DVN | $332K | 0.10% | 0.00% | New | Q2 2026 |
 WFC | $266K | 0.08% | 0.00% | Not reported | Q1 2020 |
 TSN | $233K | 0.07% | Not reported | +2.0% | Q1 2026 |
 UNH | $232K | 0.07% | 0.00% | Not reported | Q1 2022 |
 AAPL | $231K | 0.07% | 0.00% | -2.1% | Q1 2020 |
 TECK | $217K | 0.07% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| VOT | $23M | 8.10% | Not reported | +77.9% | Q3 2025 |
| USCI | $6.04M | 2.13% | 0.23% | -26.9% | Q3 2025 |
| SPTS | $4.26M | 1.50% | Not reported | +0.8% | Q3 2025 |
| BRK.B | $656K | 0.23% | Not reported | +8.2% | Q1 2020 |
| GOOGL | $478K | 0.17% | 0.00% | +12.6% | Q1 2021 |
| COF | $401K | 0.14% | 0.00% | +21.4% | Q2 2020 |
| USB | $385K | 0.14% | 0.00% | +23.0% | Q2 2020 |
| JPM | $374K | 0.13% | 0.00% | Not reported | Q1 2020 |
| MSFT | $366K | 0.13% | 0.00% | Not reported | Q1 2020 |
| VTRS | $366K | 0.13% | 0.00% | +19.9% | Q1 2022 |
| META | $348K | 0.12% | Not reported | +15.4% | Q1 2020 |
| CTRA | $310K | 0.11% | Not reported | +13.1% | Q4 2025 |
| AMZN | $298K | 0.10% | 0.00% | +15.5% | Q1 2020 |
| MGM | $292K | 0.10% | 0.00% | +8.9% | Q2 2025 |
| CVS | $282K | 0.10% | 0.00% | +7.8% | Q2 2025 |
| WFC | $256K | 0.09% | 0.00% | +15.5% | Q1 2020 |
| TSN | $256K | 0.09% | Not reported | New | Q1 2026 |
| TXN | $249K | 0.09% | 0.00% | Not reported | Q1 2021 |
| AAPL | $207K | 0.07% | 0.00% | -19.0% | Q1 2020 |
| Q4 2025 | |||||
| VOT | $14M | 5.91% | Not reported | +2.4% | Q3 2025 |
| USCI | $6.73M | 2.83% | 0.75% | +1.3% | Q3 2025 |
| SPTS | $4.24M | 1.78% | Not reported | +1.5% | Q3 2025 |
| BRK.B | $635K | 0.27% | Not reported | Not reported | Q1 2020 |
| MSFT | $479K | 0.20% | 0.00% | -8.8% | Q1 2020 |
| GOOGL | $462K | 0.19% | 0.00% | -3.2% | Q1 2021 |
| COF | $439K | 0.18% | 0.00% | Not reported | Q2 2020 |
| JPM | $409K | 0.17% | 0.00% | -6.3% | Q1 2020 |
| META | $348K | 0.15% | Not reported | +6.7% | Q1 2020 |
 AMAT | $341K | 0.14% | 0.00% | -31.6% | Q2 2020 |
| USB | $321K | 0.14% | 0.00% | +0.5% | Q2 2020 |
| CVS | $289K | 0.12% | 0.00% | Not reported | Q2 2025 |
| AMZN | $286K | 0.12% | 0.00% | Not reported | Q1 2020 |
| VTRS | $281K | 0.12% | 0.00% | +15.3% | Q1 2022 |
| AAPL | $273K | 0.11% | 0.00% | -16.2% | Q1 2020 |
| MGM | $264K | 0.11% | 0.00% | -3.4% | Q2 2025 |
| WFC | $260K | 0.11% | 0.00% | Not reported | Q1 2020 |
| CTRA | $205K | 0.09% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| VOT | $14.4M | 6.21% | Not reported | New | Q3 2025 |
| USCI | $6.66M | 2.87% | 0.74% | New | Q3 2025 |
| SPTS | $4.18M | 1.80% | Not reported | New | Q3 2025 |
| BRK.B | $635K | 0.27% | Not reported | +5.8% | Q1 2020 |
| MSFT | $562K | 0.24% | 0.00% | -25.4% | Q1 2020 |
| JPM | $427K | 0.18% | 0.00% | -12.0% | Q1 2020 |
| AMAT | $397K | 0.17% | 0.00% | +11.8% | Q2 2020 |
| COF | $385K | 0.17% | 0.00% | +5.0% | Q2 2020 |
| GOOGL | $370K | 0.16% | 0.00% | -1.8% | Q1 2021 |
| META | $363K | 0.16% | Not reported | -26.3% | Q1 2020 |
| AAPL | $305K | 0.13% | 0.00% | -26.4% | Q1 2020 |
| USB | $289K | 0.12% | 0.00% | +12.6% | Q2 2020 |
| CVS | $274K | 0.12% | 0.00% | +9.7% | Q2 2025 |
| AMZN | $272K | 0.12% | 0.00% | +9.1% | Q1 2020 |
| MGM | $260K | 0.11% | 0.00% | +24.9% | Q2 2025 |
| WFC | $234K | 0.10% | 0.00% | +3.5% | Q1 2020 |
| TXN | $205K | 0.09% | 0.00% | Not reported | Q1 2021 |
| VTRS | $194K | 0.08% | 0.00% | -5.8% | Q1 2022 |