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| Axecap Investments LLC
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| CRD # | 314674 |
| SEC # | 801-126521 |
| CIK # | 0002030036 |
| AUM | 186.6 M (2026-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-880-0002 |
| Address | 5770 Gateway Blvd Mason, OH 45040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002030036 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.9 | ||
| Apple Inc | 6.8 | ||
| Lam Research Corp | 6.7 | ||
| KLA Tencor Corp | 6.7 | ||
| Alphabet Inc | 6.6 | ||
| Analog Devices Inc | 6.5 | ||
| Cisco Systems Inc | 6.3 | ||
| Valero Energy Corp/Tx | 6.0 | ||
| United Technologies Corp /DE/ | 4.6 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Phibro Animal Health Corp | 3.9 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Harris Corp /DE/ | 3.5 | ||
| TJX Companies Inc /DE/ | 3.4 | ||
| Citigroup Inc | 3.4 | ||
| Acadia Pharmaceuticals Inc | 3.4 | ||
| Cardinal Health Inc | 3.3 | ||
| C H Robinson Worldwide Inc | 3.3 | ||
| Hartford Financial Services Group Inc/DE | 3.3 | ||
| Goldman Sachs Group Inc | 3.3 | ||
| NRG Energy Inc | 3.2 | ||
| Hasbro Inc | 3.2 | ||
| McKesson Corp | 3.0 | ||
| Entergy Corp /DE/ | 2.3 | ||
| Steel Dynamics Inc | 2.1 | ||
| Amerisourcebergen Corp | 1.9 | ||
| Broadcom Inc | 1.9 | ||
| Applied Materials Inc /DE | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 82.2 |
| (b) Individuals (high net worth individuals) | 70 | 103.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,285 | 186.6 |
| By Discretionary | ||
| Discretionary | 1,283 | 185.4 |
| Non-Discretionary | 2 | 1.2 |
| Total | 1,285 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 1,285 | 186.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002030036] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Granite Financial Group LLC
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WI | 186.2 M |