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Disclosery

13F-HR filed by Axecap Investments, LLC

Axecap Investments, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 73 holding rows worth $180,848,091.

Accession
0002030036-26-000003
Filer
CIK 2030036
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 73 entries on the cover page, a total value of $180,848,091 stated on the cover page (in dollars after the unit check, H1), rows summing to $180,848,091 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
Apple Inc037833100COM27,103$7,842,598dollars as filed
PALO ALTO NETWORKS INC697435105COM20,527$7,000,118dollars as filed
KLA CORP482480100COM21,883$6,602,439dollars as filed
Lam Research Corporation512807306COM15,029$6,512,424dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,424$6,428,413dollars as filed
Applied Materials,Inc.038222105COM8,813$6,371,987dollars as filed
UnitedHealth Group Inc91324P102COM13,996$5,817,228dollars as filed
FORTINET INC COM34959E109Stock37,736$5,797,013dollars as filed
Cisco Systems,Inc.17275R102COM46,133$5,418,823dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,812$5,233,524dollars as filed
NVIDIA Corp67066G104COM26,089$5,220,149dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock13,857$5,200,908dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock50,423$4,846,659dollars as filed
ARISTA NETWORKS INC040413205COM28,283$4,804,716dollars as filed
F5 INC COM315616102Stock11,531$4,796,604dollars as filed
BANK OF NY MELLON CORP COM064058100Stock32,971$4,767,936dollars as filed
MARATHON PETE CORP COM56585A102Stock18,483$4,725,611dollars as filed
TAPESTRY INC COM876030107Stock32,055$4,692,261dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock10,732$4,630,533dollars as filed
Eli Lilly and Company532457108COM3,851$4,618,763dollars as filed
TARGA RES CORP COM87612G101Stock17,087$4,581,802dollars as filed
Broadcom Inc.11135F101COM11,973$4,522,863dollars as filed
Analog Devices,Inc.032654105COM11,249$4,467,765dollars as filed
Texas Instruments Incorporated882508104COM14,753$4,397,575dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock50,155$4,365,491dollars as filed
Morgan Stanley617446448COM20,866$4,361,829dollars as filed
Qualcomm Incorporated747525103COM19,968$3,689,798dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock49,663$3,479,893dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock8,429$3,123,695dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock9,134$3,018,304dollars as filed
ROSS STORES INC COM778296103Stock13,417$2,855,814dollars as filed
SPY78462F103SHS2,879$2,149,951dollars as filed
VALERO ENERGY CORP COM91913Y100Stock6,510$1,695,464dollars as filed
Citigroup Inc.172967424COM11,289$1,580,008dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,460$1,476,600dollars as filed
Amazon.com, Inc023135106COM6,161$1,468,413dollars as filed
EBAY INC. COM278642103Stock12,664$1,415,202dollars as filed
Procter & Gamble Co742718109COM9,394$1,377,478dollars as filed
JABIL INC COM466313103Stock3,185$1,227,754dollars as filed
HOWMET AEROSPACE INC COM443201108Stock4,008$1,077,591dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock723$999,446dollars as filed
Microsoft Corp594918104COM2,565$956,907dollars as filed
CINCINNATI FINL CORP COM172062101Stock5,060$936,797dollars as filed
Elevance Health, Inc.036752103COM2,396$926,605dollars as filed
EXXON MOBIL CORP30231G102COM4,464$610,318dollars as filed
VANECK ETF TRUST92189F676COM919$602,763dollars as filed
JPMorgan Chase & Co46625H100COM1,684$551,199dollars as filed
CINTAS CORP COM172908105Stock3,228$549,018dollars as filed
Caterpillar Inc.149123101COM484$515,412dollars as filed
Philip Morris International Inc.718172109COM2,777$502,387dollars as filed
AbbVie,Inc.00287Y109COM1,953$491,473dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,300$464,581dollars as filed
Medtronic PlcG5960L103COM5,146$402,572dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS1,903$312,606dollars as filed
iShares Gold Trust464285204COM3,913$295,471dollars as filed
PGIM ETF TR69344A800TOTA RETU BD ETF6,707$278,072dollars as filed
KROGER CO COM501044101Stock4,914$272,885dollars as filed
QUANTA SVCS INC74762E102COM376$270,735dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1498$260,150dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS340$254,626dollars as filed
HASBRO INC COM418056107Stock2,968$245,127dollars as filed
Walmart Inc.931142103COM2,163$244,953dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock1,222$230,151dollars as filed
Southern Company842587107COM2,393$229,021dollars as filed
VERISIGN INC COM92343E102Stock886$222,882dollars as filed
Altria Group Inc02209S103COM3,082$221,750dollars as filed
iShares Silver Trust46428Q109COM4,006$214,201dollars as filed
INVESCO QQQ TR46090E103COM278$204,783dollars as filed
Raytheon Technologies Corporation75513E101COM1,079$204,719dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS1,886$202,047dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock827$200,688dollars as filed
WILLIAMS COS INC COM969457100Stock2,694$200,272dollars as filed
ARGO BLOCKCHAIN PLC040126302SPONSORED ADS29,336$111,477dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002030036-26-000003this filing2026-08-10acceptance time not in the bulk data set