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Holders — by stockHoldings — by fund

WealthTrust Axiom LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001425949

$447.6M

disclosed book value

302

positions

5%

largest position share

Positions, as of 2026-06-30

top 100 of 302 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC77,880$22.5M5%
2KMIKINDER MORGAN INC DEL481,667$15.4M3.4%
3LYTSLSI INDS INC OHIO569,344$15.1M3.4%
4TTITETRA TECHNOLOGIES INC DEL1.1M$12.8M2.9%
5GLWCORNING INC47,325$12.1M2.7%
6IBMINTERNATIONAL BUSINESS MACHS41,110$11.6M2.6%
7MSFTMICROSOFT CORP28,637$10.7M2.4%
8LLYELI LILLY & CO8,745$10.5M2.3%
9CSCOCISCO SYS INC85,493$10.0M2.2%
10FLDRFIDELITY MERRIMACK STR TR185,258$9.3M2.1%
11EPMEVOLUTION PETE CORP2.2M$8.1M1.8%
12AEMAGNICO EAGLE MINES LTD49,110$7.6M1.7%
13SLBSLB LIMITED154,564$7.2M1.6%
14BMYBRISTOL-MYERS SQUIBB CO119,517$6.9M1.5%
15PFEPFIZER INC281,791$6.8M1.5%
16HWMHOWMET AEROSPACE INC23,577$6.3M1.4%
17PFFDGLOBAL X FDS321,568$6.0M1.3%
18NTRNUTRIEN LTD86,766$5.5M1.2%
19GILDGILEAD SCIENCES INC42,122$5.3M1.2%
20ELVAELECTROVAYA INC499,613$5.2M1.2%
21JNJJOHNSON & JOHNSON20,387$5.2M1.2%
22MRKMERCK & CO INC40,221$5.2M1.2%
23NVSNOVARTIS AG32,676$5.1M1.1%
24IRMIRON MTN INC DEL39,223$5.0M1.1%
25VZVERIZON COMMUNICATIONS INC110,208$4.7M1%
26FITBFIFTH THIRD BANCORP75,695$4.3M1%
27INTCINTEL CORP29,461$4.1M0.9%
28IAINNOVATIVE SOLUTIONS & SUPPO220,268$4.0M0.9%
29NVONOVO-NORDISK A S81,667$3.9M0.9%
30DOCUDOCUSIGN INC85,193$3.8M0.8%
31CEGCONSTELLATION ENERGY CORP14,982$3.7M0.8%
32GSKGSK PLC68,882$3.6M0.8%
33BRK/BBERKSHIRE HATHAWAY INC DEL7,061$3.5M0.8%
34BABOEING CO16,142$3.5M0.8%
35TDTORONTO DOMINION BK ONT26,340$3.2M0.7%
36AMZNAMAZON COM INC12,537$3.0M0.7%
37EDCONSOLIDATED EDISON INC26,763$3.0M0.7%
38VICIVICI PPTYS INC100,310$2.7M0.6%
39NVDANVIDIA CORPORATION13,163$2.6M0.6%
40ETGEATON VANCE TX ADV GLBL DIV111,394$2.6M0.6%
41NEENEXTERA ENERGY INC29,694$2.6M0.6%
42TAT&T INC119,962$2.5M0.6%
43CERAGON NETWORKS LTD957,178$2.5M0.6%
44EVRGEVERGY INC28,516$2.5M0.6%
45CVXCHEVRON CORPORATION14,750$2.4M0.5%
46GEGE AEROSPACE6,472$2.4M0.5%
47NORDIC AMERICAN TANKERS LIMI418,268$2.3M0.5%
48EXMOCEXXON MOBIL CORP16,377$2.2M0.5%
49EXCEXELON CORP47,558$2.2M0.5%
50MUMICRON TECHNOLOGY INC1,835$2.1M0.5%
51CMSCMS ENERGY CORP26,400$2.0M0.5%
52AMATAPPLIED MATLS INC2,741$2.0M0.4%
53GHMGRAHAM CORP15,780$2.0M0.4%
54FLEX LTD11,930$1.9M0.4%
55GEVGE VERNOVA INC1,595$1.9M0.4%
56IVVISHARES TR2,459$1.8M0.4%
57OKEONEOK INC NEW21,067$1.8M0.4%
58AMGNAMGEN INC5,051$1.8M0.4%
59BNYBANK OF NY MELLON CORP12,574$1.8M0.4%
60JPMJPMORGAN CHASE & CO5,508$1.8M0.4%
61PNCPNC FINL SVCS GROUP INC7,285$1.8M0.4%
62DUKDUKE ENERGY CORP NEW14,158$1.8M0.4%
63CATCATERPILLAR INC1,643$1.7M0.4%
64AXPAMERICAN EXPRESS CO5,088$1.7M0.4%
65QQQINVESCO QQQ TR2,307$1.7M0.4%
66IBDSISHARES TR68,500$1.7M0.4%
67GOOGALPHABET INC4,636$1.6M0.4%
68GOOGLALPHABET INC4,531$1.6M0.4%
69PANWPALO ALTO NETWORKS INC4,690$1.6M0.4%
70IGRCBRE GBL REAL ESTATE INC FD343,116$1.6M0.4%
71UMHUMH PPTYS INC103,627$1.6M0.4%
72EPDENTERPRISE PRODS PARTNERS L41,986$1.5M0.3%
73PWRQUANTA SVCS INC2,088$1.5M0.3%
74FIDIFIDELITY COVINGTON TRUST54,880$1.5M0.3%
75UHTUNIVERSAL HEALTH RLTY INCOME32,800$1.4M0.3%
76SHELSHELL PLC17,622$1.4M0.3%
77SPYSTATE STR SPDR S&P 500 ETF T1,820$1.4M0.3%
78POCIPRECISION OPTICS CORP INC MA260,458$1.3M0.3%
79BACBANK OF AMER CORP22,891$1.3M0.3%
80MOG/AMOOG INC3,050$1.3M0.3%
81ADPAUTOMATIC DATA PROCESSING IN5,736$1.3M0.3%
82PSXPHILLIPS 666,969$1.2M0.3%
83WMWASTE MGMT INC DEL5,158$1.1M0.3%
84USASAMERICAS GOLD AND SILVER COR243,531$1.1M0.3%
85TRVITREVI THERAPEUTICS INC61,500$1.1M0.3%
86IGMISHARES TR7,000$1.1M0.3%
87BHPBHP BILLITON LIMITED13,678$1.1M0.3%
88AMLPALPS ETF TR21,654$1.1M0.3%
89IRDMIRIDIUM COMMUNICATIONS INC19,722$1.1M0.2%
90COHRCOHERENT CORP2,695$1.1M0.2%
91RIORIO TINTO PLC11,189$1.1M0.2%
92XELXCEL ENERGY INC13,151$1.1M0.2%
93ORCLORACLE CORP7,183$1.1M0.2%
94DVYISHARES TR6,575$1.0M0.2%
95KOCOCA COLA CO12,103$983,5970.2%
96PGPROCTER & GAMBLE CO6,686$980,4500.2%
97IDVISHARES TR22,804$944,7670.2%
98RSPINVESCO EXCHANGE TRADED FD T4,432$943,0500.2%
99HDHOME DEPOT INC2,672$942,3920.2%
100CVSCVS HEALTH CORP9,080$939,3460.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.