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Disclosery

13F-HR filed by Axecap Investments, LLC

Axecap Investments, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-30, with 72 holding rows worth $153,526,562.

Accession
0001830817-25-000003
Filer
CIK 2030036
Filed
2025-07-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 72 entries on the cover page, a total value of $153,526,562 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,526,562 with VALUE read as dollars as filed, 13F file number 028-24397. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
T-Mobile US,Inc.872590104COM29,047$6,920,738dollars as filed
PALO ALTO NETWORKS INC697435105COM32,403$6,630,950dollars as filed
FORTINET INC COM34959E109Stock61,830$6,536,668dollars as filed
F5 INC COM315616102Stock21,442$6,310,809dollars as filed
TARGA RES CORP COM87612G101Stock32,510$5,659,425dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM10,465$5,329,929dollars as filed
AbbVie,Inc.00287Y109COM27,574$5,118,294dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock12,025$5,056,036dollars as filed
Gilead Sciences,Inc.375558103COM44,589$4,943,582dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock8,321$4,933,022dollars as filed
PHIBRO ANIMAL HEALTH CORP (CLA71742Q106CL A COM179,433$4,582,719dollars as filed
Walmart Inc.931142103COM45,183$4,417,993dollars as filed
PERDOCEO ED CORP71363P106COM127,657$4,173,107dollars as filed
ALLSTATE CORP COM020002101Stock20,032$4,032,642dollars as filed
TJX Companies Inc872540109COM28,755$3,550,955dollars as filed
JPMorgan Chase & Co46625H100COM12,160$3,525,213dollars as filed
CAPITAL CITY BANK GROUP INC139674105COMMON STOCK81,500$3,207,025dollars as filed
REPUBLIC SVCS INC COM760759100Stock12,242$3,019,000dollars as filed
CRA INTL INC12618T105COM15,912$2,981,431dollars as filed
MCKESSON CORP COM58155Q103Stock3,896$2,854,911dollars as filed
NRG ENERGY INC COM NEW629377508Stock16,959$2,723,276dollars as filed
Progressive Corporation743315103COM10,107$2,697,229dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS41,493$2,547,255dollars as filed
FAIR ISAAC CORP COM303250104Stock1,315$2,403,767dollars as filed
COCA COLA CONS INC191098102COM21,503$2,400,810dollars as filed
VILLAGE SUPER MKT INC CL A NEW927107409Stock56,093$2,159,581dollars as filed
NATHANS FAMOUS INC NEW632347100COM19,203$2,123,468dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock16,729$2,122,408dollars as filed
Procter & Gamble Co742718109COM12,961$2,065,020dollars as filed
UNITY BANCORP INC913290102COMMON STOCK43,404$2,043,460dollars as filed
International Business Machines Corporation459200101COM6,147$1,812,013dollars as filed
Intuit Inc.461202103COM2,026$1,595,738dollars as filed
AT&T Inc00206R102COM53,293$1,542,299dollars as filed
Philip Morris International Inc.718172109COM8,445$1,538,088dollars as filed
KROGER CO COM501044101Stock18,114$1,299,328dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS13,845$1,269,965dollars as filed
BAYCOM CORP07272M107COMMON STOCK44,178$1,224,172dollars as filed
Automatic Data Processing,Inc.053015103COM3,927$1,211,087dollars as filed
VANECK ETF TRUST92189F676COM4,333$1,208,387dollars as filed
GARMIN LTD SHSH2906T109Stock5,753$1,200,766dollars as filed
Apple Inc037833100COM5,733$1,176,321dollars as filed
CENCORA INC COM03073E105Stock3,900$1,169,415dollars as filed
METROCITY BANKSHARES INC59165J105COMMON STOCK40,446$1,155,947dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock4,749$1,107,514dollars as filed
Berkshire Hathaway Inc084670702COM2,096$1,018,174dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM5,547$1,008,112dollars as filed
Microsoft Corp594918104COM1,993$991,321dollars as filed
Elevance Health, Inc.036752103COM2,525$982,124dollars as filed
Raytheon Technologies Corporation75513E101COM6,654$971,617dollars as filed
iShares U.S. Technology ETF464287721SHS5,478$949,173dollars as filed
Visa Inc92826C839COM2,554$906,798dollars as filed
FIDELITY COVINGTON TRUST316092865MSCI UTILS INDEX16,868$887,257dollars as filed
iShares Gold Trust464285204COM14,179$884,202dollars as filed
NVIDIA Corp67066G104COM5,359$846,729dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS15,132$792,463dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS16,564$767,576dollars as filed
CINCINNATI FINL CORP COM172062101Stock5,060$753,523dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,168$725,214dollars as filed
CINTAS CORP COM172908105Stock3,228$719,424dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS3,651$688,725dollars as filed
Amazon.com, Inc023135106COM2,738$600,690dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON5,757$466,144dollars as filed
Medtronic PlcG5960L103COM5,224$455,376dollars as filed
LADDER CAP CORP CL A505743104REIT37,784$406,175dollars as filed
EXXON MOBIL CORP30231G102COM3,641$392,500dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,928$301,643dollars as filed
Abbott Laboratories002824100COM2,166$294,598dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,468$258,713dollars as filed
Eli Lilly and Company532457108COM303$236,198dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1501$220,766dollars as filed
Southern Company842587107COM2,358$216,535dollars as filed
QUANTA SVCS INC74762E102COM537$203,029dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001830817-25-000003this filing2025-07-30acceptance time not in the bulk data set