Holdings
Axim Planning & Wealth
As of Jun 30, 2026, Axim Planning & Wealth reported 42 positions worth US$19.2M. Largest: Advanced Micro Devices Inc, Cleveland-cliffs Inc. and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 1,888 | US$1.1M | −138 | Jun 30, 2026 |
| Cleveland-cliffs Inc. | 101K | US$952K | +2,056 | Jun 30, 2026 |
| Caterpillar, Inc. | 860 | US$916K | +28 | Jun 30, 2026 |
| Microsoft Corp. | 2,418 | US$902K | −79 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 5,562 | US$816K | −33 | Jun 30, 2026 |
| U.s. Bancorp | 13,102 | US$791K | −2,620 | Jun 30, 2026 |
| Philip Morris International Inc | 4,075 | US$737K | no change | Jun 30, 2026 |
| Thredup Inc. | 100K | US$686K | +22,871 | Jun 30, 2026 |
| Altria Group, Inc. | 9,274 | US$667K | −325 | Jun 30, 2026 |
| Nvidia Corporation | 3,219 | US$644K | −59 | Jun 30, 2026 |