Axiom-Financial-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "VDE",
  null,
  null,
  "LOW",
  "COF",
  null,
  "AMAT",
  "META",
  null,
  null,
  null,
  "LIN",
  null,
  "MSFT",
  "PAYX",
  "VHT",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "PG",
  "AMGN",
  "VNQ",
  "VO",
  "VWO",
  null,
  "AFL",
  null,
  "VGT",
  null,
  "VFH",
  null,
  "VXUS",
  "BSV",
  "VB",
  "VTRS",
  "ADP",
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "COST",
  "EFA",
  "ADI",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 48
Total Value: 168666777
Accession Number: 0001951757-25-000558
Form Type: 13F-HR
CIK: axiom-financial-strategies
Manager Name: Axiom-Financial-Strategies

Data Enrichment

77% identified

37 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $168.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.5K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$168.7M)

LINDE PLC

LIN|G54950103

Shares:473

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$168.7M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$218.3K

% of Portfolio:0.1% ($218.3K/$168.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.5K

Value:$214.1K

% of Portfolio:0.1% ($214.1K/$168.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.6K

Value:$210.9K

% of Portfolio:0.1% ($210.9K/$168.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.2K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$168.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$168.7M)

Viatris Inc

VTRS|92556V106

Shares:16.3K

Value:$141.5K

% of Portfolio:0.1% ($141.5K/$168.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$168.7M)	QoQ NEW(+$224.5K) YoY NEW(+$224.5K)
LINDE PLC(LINcusipG54950103)	473	QoQ NEW(+473) YoY NEW(+473)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$168.7M)	QoQ NEW(+$220.2K) YoY NEW(+$220.2K)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ +0.83% (-12) YoY +3.48% (-49)	All Managers (Combined)	$218.3K	0.1% ($218.3K/$168.7M)	QoQ -0.57% (-$1.3K) YoY -11.34% (-$27.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.5K	QoQ -0.82% (-29) YoY NEW(+3.5K)	All Managers (Combined)	$214.1K	0.1% ($214.1K/$168.7M)	QoQ +3.37% (-$7.0K) YoY NEW(+$214.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$210.9K	0.1% ($210.9K/$168.7M)	QoQ NEW(+$210.9K) YoY NEW(+$210.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$168.7M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$168.7M)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
Viatris Inc(VTRScusip92556V106)	16.3K	QoQ NEW(+16.3K) YoY NEW(+16.3K)	All Managers (Combined)	$141.5K	0.1% ($141.5K/$168.7M)	QoQ NEW(+$141.5K) YoY NEW(+$141.5K)