AXS Thomson Reuters Private Equity Return Tracker Fund
INVESTMENT MANAGERS SERIES TRUST II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Mar 31, 2023 → Jun 30, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
CME GROUP INC CL A 0 160 160 0.26% $29.65K
INTUITIVE SURGICAL INC 0 83 83 0.25% $28.38K
INTERCONTINENTAL EXCHANGE INC 0 249 249 0.25% $28.16K
STRYKER CORP 0 91 91 0.25% $27.76K
MOODYS CORP 0 78 78 0.24% $27.12K
CROWN CASTLE INC 0 193 193 0.20% $21.99K
COCA COLA EUROPEAN PARTNERS PLC 0 210 210 0.12% $13.53K
LULULEMON ATHLETICA INC 0 35 35 0.12% $13.25K
PG&E CORP 0 623 623 0.10% $10.77K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
NORFOLK SOUTHERN CORP 160 0 -160 0.00% -$33.92K
PNC FINANCIAL SERVICES GRP INC 235 0 -235 0.00% -$29.87K
CVS HEALTH CORP 391 0 -391 0.00% -$29.06K
GILEAD SCIENCES INC 347 0 -347 0.00% -$28.79K
US BANCORP DEL 781 0 -781 0.00% -$28.16K
TRUIST FINL CORP 762 0 -762 0.00% -$25.98K
HILTON WORLDWIDE HOLDINGS INC 119 0 -119 0.00% -$16.76K
STEEL DYNAMICS INC 146 0 -146 0.00% -$16.51K
WEC ENERGY GROUP INC 163 0 -163 0.00% -$15.45K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
CHARTER COMMUNICATIONS INC A 36 42 6 0.14% $2.56K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
NVIDIA CORP 1,457 1,212 -245 4.55% $107.99K
APPLE INC 3,914 2,587 -1,327 4.45% -$143.62K
MICROSOFT CORP 2,313 1,396 -917 4.22% -$191.44K
ALPHABET INC CL A 6,407 3,732 -2,675 3.96% -$217.88K
Zywave_Pfd Equity 155,998 148,155 -7,843 3.75% $1.33M
AMAZON.COM INC 4,213 3,137 -1,076 3.63% -$26.22K
META PLATFORMS INC CL A 1,419 1,192 -227 3.04% $41.34K
BERKSHIRE HATH-B 1,188 841 -347 2.54% -$80.04K
TESLA INC 1,224 936 -288 2.17% -$8.91K
VISA INC-CLASS A 1,017 916 -101 1.93% -$11.76K
JPMORGAN CHASE and CO 1,687 1,313 -374 1.69% -$28.87K
MASTERCARD INC CL A 531 475 -56 1.66% -$6.15K
EXXON MOBIL CORP 2,563 1,684 -879 1.60% -$100.45K
PROCTER & GAMBLE 1,701 1,085 -616 1.46% -$88.28K
BROADCOM INC 202 188 -14 1.45% $33.49K
ADOBE INC 289 246 -43 1.07% $8.92K
SALESFORCE INC 622 564 -58 1.06% -$5.11K
LINDE PLC 438 311 -127 1.05% -$37.17K
ACCENTURE PLC-A 394 374 -20 1.02% $2.80K
UNITEDHEALTH GRP 265 237 -28 1.01% -$11.32K
CISCO SYSTEMS INC 2,429 2,194 -235 1.01% -$13.46K
CHEVRON CORP 1,107 714 -393 1.00% -$68.27K
PEPSICO INC 935 602 -333 0.99% -$58.95K
JOHNSON&JOHNSON 783 659 -124 0.97% -$12.29K
COCA-COLA CO/THE 2,806 1,811 -995 0.97% -$65.00K
HOME DEPOT INC 470 345 -125 0.95% -$31.54K
NETFLIX INC 277 239 -38 0.93% $9.58K
ORACLE CORP 973 883 -90 0.93% $14.75K
ADV MICRO DEVICE 1,005 908 -97 0.92% $4.93K
WALMART INC 1,026 657 -369 0.92% -$48.02K
LILLY ELI and CO 238 203 -35 0.84% $13.47K
BANK OF AMERICA CORPORATION 4,015 3,105 -910 0.79% -$25.75K
TEXAS INSTRUMENTS INC 534 481 -53 0.77% -$12.74K
COSTCO WHOLESALE CORP 203 151 -52 0.72% -$19.57K
MCDONALDS CORP 338 249 -89 0.66% -$20.20K
INTEL CORP 2,402 2,216 -186 0.66% -$4.37K
WELLS FARGO & CO 2,178 1,685 -493 0.64% -$9.50K
QUALCOMM INC 699 597 -102 0.63% -$18.11K
MERCK & CO 717 612 -105 0.63% -$5.66K
INTUIT INC 165 149 -16 0.61% -$5.29K
HONEYWELL INTL INC 459 326 -133 0.60% -$20.08K
APPLIED MATERIALS INC 509 453 -56 0.58% $2.96K
INTL BUS MACH CORP 534 481 -53 0.57% -$5.64K
S&P GLOBAL INC 216 160 -56 0.57% -$10.33K
RTX CORP 956 636 -320 0.55% -$31.32K
BOEING CO/THE 405 293 -112 0.55% -$24.16K
UNION PACIFIC CORP 426 299 -127 0.54% -$24.56K
PHILIP MORRIS INTL INC 984 621 -363 0.54% -$35.07K
COMCAST CORP CL A 1,589 1,453 -136 0.54% $133
UNITED PARCEL SERVICE INC CL B 474 336 -138 0.53% -$31.72K
SERVICENOW INC 117 106 -11 0.53% $5.20K
CATERPILLAR INC 342 237 -105 0.52% -$19.95K
ABBVIE INC 527 425 -102 0.51% -$26.73K
WALT DISNEY CO/T 837 623 -214 0.49% -$28.19K
ANALOG DEVICES INC 320 285 -35 0.49% -$7.59K
DEERE & CO 191 135 -56 0.49% -$24.16K
LOCKHEED MARTIN CORP 163 118 -45 0.48% -$22.73K
GENERAL ELECTRIC CO 613 484 -129 0.47% -$5.44K
CONOCOPHILLIPS 783 504 -279 0.46% -$25.46K
VERIZON COMMUNICATIONS INC 1,515 1,378 -137 0.45% -$7.67K
THERMO FISHER SCIENTIFIC INC 117 98 -19 0.45% -$16.30K
MORGAN STANLEY 769 585 -184 0.44% -$17.56K
PFIZER INC 1,588 1,360 -228 0.44% -$14.91K
AUTOMATIC DATA PROCESSING INC 258 222 -36 0.43% -$8.65K
GOLDMAN SACHS GROUP INC 196 149 -47 0.43% -$16.06K
NEXTERA ENERGY INC 1,102 643 -459 0.42% -$37.23K
PROLOGIS INC REIT 498 387 -111 0.42% -$14.68K
NIKE INC CL B 580 425 -155 0.42% -$24.22K
AMERICAN EXPRESS CO 343 266 -77 0.41% -$10.24K
BLACKROCK INC 87 67 -20 0.41% -$11.91K
LOWES COS INC 285 203 -82 0.41% -$11.17K
MONDELEZ INTL INC 977 627 -350 0.41% -$22.38K
ABBOTT LABS 522 419 -103 0.41% -$7.18K
PAYPAL HOLDINGS 720 638 -82 0.38% -$12.10K
DANAHER CORP 204 174 -30 0.37% -$9.66K
AMERICAN TOWER CORP 267 208 -59 0.36% -$14.22K
CITIGROUP INC 1,112 868 -244 0.35% -$12.18K
SHERWIN WILLIAMS CO 209 150 -59 0.35% -$7.15K
AIR PRODUCTS and CHEMICALS INC 183 132 -51 0.35% -$13.02K
MARSH & MCLENNAN 271 210 -61 0.35% -$5.64K
AT&T INC 2,571 2,462 -109 0.35% -$10.22K
EATON CORP PLC 271 195 -76 0.35% -$7.22K
STARBUCKS CORP 526 392 -134 0.34% -$15.94K
SCHWAB CHARLES CORP 877 647 -230 0.33% -$9.27K
FISERV INC 405 282 -123 0.32% -$10.20K
ALTRIA GROUP INC 1,207 780 -427 0.31% -$18.52K
THE BOOKING HOLDINGS INC 18 13 -5 0.31% -$12.64K
CSX CORP 1,386 1,007 -379 0.30% -$7.16K
CHUBB LTD 225 174 -51 0.30% -$10.19K
TJX COS INC 532 393 -139 0.30% -$8.37K
PROGRESSIVE CORP OHIO 335 248 -87 0.29% -$15.10K
BRISTOL-MYERS SQUIBB CO 604 507 -97 0.29% -$9.44K
FREEPORT MCMORAN INC 1,155 796 -359 0.28% -$15.41K
NORTHROP GRUMMAN CORP 97 69 -28 0.28% -$13.34K
ILLINOIS TOOL WORKS INC 179 125 -54 0.28% -$12.31K
EQUINIX INC 49 39 -10 0.27% -$4.76K
SLB LTD 826 618 -208 0.27% -$10.20K
ECOLAB INC 223 160 -63 0.27% -$7.04K
WASTE MANAGEMENT INC 268 171 -97 0.26% -$14.07K
AON PLC-CLASS A 113 85 -28 0.26% -$6.29K
T-MOBILE US INC 231 211 -20 0.26% -$4.15K
BLACKSTONE INC 401 315 -86 0.26% -$5.94K
AMGEN INC 151 127 -24 0.25% -$8.31K
MEDTRONIC PLC 376 320 -56 0.25% -$2.12K
COLGATE-PALMOLIVE CO 595 364 -231 0.25% -$16.67K
EOG RESOURCES INC 303 243 -60 0.25% -$6.92K
GENERAL DYNAMICS CORPORATION 166 121 -45 0.23% -$11.85K
3M CO 369 256 -113 0.23% -$13.16K
ELEVANCE HEALTH INC 71 57 -14 0.22% -$7.32K
CORTEVA INC 487 428 -59 0.22% -$4.85K
DOW INC 631 448 -183 0.21% -$10.73K
SOUTHERN CO 530 314 -216 0.20% -$14.82K
NUCOR CORP 193 134 -59 0.19% -$7.84K
ESTEE LAUDER COS INC CL A 165 107 -58 0.19% -$19.65K
DUKE ENERGY CORP NEW 410 234 -176 0.19% -$18.55K
CONSTELLATION BRANDS INC CL A 115 85 -30 0.19% -$5.06K
MARATHON PETROLEUM CORP 288 179 -109 0.19% -$17.96K
FORD MOTOR CO 1,813 1,336 -477 0.18% -$2.63K
KIMBERLY CLARK CORP 226 146 -80 0.18% -$10.18K
NEWMONT CORP 655 472 -183 0.18% -$11.97K
MONSTER BEVERAGE CORP 534 346 -188 0.18% -$8.97K
DUPONT DE NEMOURS INC 440 275 -165 0.17% -$11.93K
PPG INDUSTRIES INC 194 132 -62 0.17% -$6.34K
TARGET CORP 200 146 -54 0.17% -$13.87K
CHIPOTLE MEXICAN GRILL INC 11 9 -2 0.17% $460
O'REILLY AUTOMOTIVE INC 28 20 -8 0.17% -$4.67K
GENERAL MILLS INC 372 238 -134 0.16% -$13.54K
PIONEER NATURAL RESOURCES CO 128 88 -40 0.16% -$7.91K
PHILLIPS 66 281 190 -91 0.16% -$10.37K
VULCAN MATERIALS CO 109 78 -31 0.16% -$1.12K
VALERO ENERGY CORP 228 149 -79 0.16% -$14.35K
OCCIDENTAL PETROLEUM CORP 453 297 -156 0.15% -$10.82K
SYSCO CORP 361 233 -128 0.15% -$10.59K
MARRIOTT INTL-A 132 94 -38 0.15% -$4.65K
GENERAL MOTORS CO 629 447 -182 0.15% -$5.84K
MARTIN MAR MTLS 48 37 -11 0.15% $40
WILLIAMS COS INC 704 499 -205 0.14% -$4.74K
ARCHER DANIELS MIDLAND CO 336 211 -125 0.14% -$10.82K
HERSHEY CO/THE 97 63 -34 0.14% -$8.95K
CHENIERE ENERGY INC 154 101 -53 0.14% -$8.88K
KINDER MORGAN INC 1,239 871 -368 0.13% -$6.70K
ALBEMARLE CORP 103 65 -38 0.13% -$8.27K
LYONDELLBASELL-A 209 152 -57 0.12% -$5.66K
KEURIG DR PEPPER INC 616 446 -170 0.12% -$7.79K
KROGER CO 444 287 -157 0.12% -$8.43K
DOMINION ENERGY INC 467 257 -210 0.12% -$12.80K
KRAFT HEINZ CO/T 568 372 -196 0.12% -$8.76K
AMERICAN ELECTRIC POWER CO INC 269 156 -113 0.12% -$11.34K
HESS CORP 145 96 -49 0.12% -$6.14K
SEMPRA ENERGY 144 89 -55 0.11% -$8.81K
DEVON ENERGY CORP 382 268 -114 0.11% -$6.38K
AUTOZONE INC 8 5 -3 0.11% -$7.20K
EXELON CORP 529 306 -223 0.11% -$9.69K
DOLLAR GENERAL CORP 89 67 -22 0.10% -$7.36K
HALLIBURTON CO 457 342 -115 0.10% -$3.18K
ONEOK INC 256 179 -77 0.10% -$5.22K
BAKER HUGHES CO 479 343 -136 0.10% -$2.98K
XCEL ENERGY INC 268 166 -102 0.09% -$7.75K
DIAMONDBACK ENERGY INC 104 75 -29 0.09% -$4.21K
CONSOLIDATED EDISON INC 181 106 -75 0.09% -$7.73K
ENPHASE ENERGY INC 77 56 -21 0.08% -$6.81K
UMB MONEY MARKET FIDUCIARY / 93,283 5,981 -87,303 0.05% -$87.30K

No positions in this category.

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