Glaxis Capital Management, LLC

Portfolio Overview

Glaxis Capital Management, LLC disclosed 41 positions worth $49.8M in its Form 13F-HR for Q2 2026, led by $LDP (Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.) at 11.5% of the equity portfolio, followed by $LLY. During the quarter the fund opened 10 new positions and exited 10 — including a new stake in $LLY. The portfolio is most concentrated in Other (64.6% of disclosed assets). All figures are sourced directly from Glaxis Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1542161.

• 

  Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

  $LDP

  —

  Quality

  $5.7M270,000 sh
• 

  ELI LILLY & Co

  $LLY

  87.5#2

  Quality

  $5.6M4,680 sh

• GLOBAL X FDS - GLOBAL X COPPER

  —

  Quality

  $3.4M43,890 sh

• ISHARES TR - 20 YR TR BD ETF

  —

  Quality

  $3.0M35,000 sh

• CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT

  —

  Quality

  $2.9M85,000 sh

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $2.9M4,265 sh
• 

  SPDR S&P MIDCAP 400 ETF TRUST

  $MDY

  —

  Quality

  $2.3M3,340 sh

• VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

  —

  Quality

  $1.5M25,842 sh
• 

  DICK'S SPORTING GOODS, INC.

  $DKS

  63.0

  Quality

  $1.5M6,650 sh

• ISHARES TR - 7-10 YR TRSY BD

  —

  Quality

  $1.5M15,840 sh

Company	Quality	Value	Shares
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.$LDP	—	$5.7M	270,000
ELI LILLY & Co$LLY	87.5#2	$5.6M	4,680
GLOBAL X FDS - GLOBAL X COPPER	—	$3.4M	43,890
ISHARES TR - 20 YR TR BD ETF	—	$3.0M	35,000
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT	—	$2.9M	85,000
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$2.9M	4,265
SPDR S&P MIDCAP 400 ETF TRUST$MDY	—	$2.3M	3,340
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.5M	25,842
DICK'S SPORTING GOODS, INC.$DKS	63.0	$1.5M	6,650
ISHARES TR - 7-10 YR TRSY BD	—	$1.5M	15,840

Showing top 10 of 41 holdings.

Full Holdings — Glaxis Capital Management, LLC (Q2 2026)

All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	$5.7M	11.5%	+3%	—
2	$LLY	ELI LILLY & Co	$5.6M	11.3%	NEW	87.5
3	—	GLOBAL X FDS - GLOBAL X COPPER	$3.4M	6.8%	+11%	—
4	—	ISHARES TR - 20 YR TR BD ETF	$3.0M	6.1%	-0%	—
5	—	CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT	$2.9M	5.9%	-50%	—
6	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$2.9M	5.9%	+0%	—
7	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$2.3M	4.7%	+882%	—
8	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$1.5M	3.1%	-35%	—
9	$DKS	DICK'S SPORTING GOODS, INC.	$1.5M	3.0%	NEW	63
10	—	ISHARES TR - 7-10 YR TRSY BD	$1.5M	3.0%	-72%	—
11	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$1.5M	3.0%	+0%	—
12	$CRH	CRH PUBLIC LTD CO	$1.4M	2.9%	NEW	—
13	$ABBV	AbbVie Inc.	$1.3M	2.5%	NEW	72.6
14	$DGX	QUEST DIAGNOSTICS INC	$1.2M	2.3%	NEW	69
15	$GLD	SPDR GOLD TRUST	$1.1M	2.2%	+217%	—
16	$PSF	Cohen & Steers Select Preferred & Income Fund, Inc.	$1.0M	2.0%	+9%	—
17	$MSFT	MICROSOFT CORP	$969,852	1.9%	+0%	79.8
18	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$954,284	1.9%	+0%	—
19	$DAL	DELTA AIR LINES, INC.	$936,600	1.9%	-50%	57.5
20	—	VANGUARD INDEX FDS - SMALL CP ETF	$756,891	1.5%	+0%	—
21	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$720,200	1.4%	NEW	—
22	—	SELECT SECTOR SPDR TR - ST STR MATER ETF	$554,403	1.1%	+9%	—
23	$WFC	WELLS FARGO & COMPANY/MN	$543,936	1.1%	-14%	61.8
24	$SYY	SYSCO CORP	$534,912	1.1%	+0%	54.7
25	$GRMN	GARMIN LTD	$498,834	1.0%	+0%	—
26	$AAPL	Apple Inc.	$491,912	1.0%	-43%	76.4
27	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$485,587	1.0%	+0%	—
28	—	CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM	$445,800	0.9%	+0%	—
29	—	ISHARES TR - CHINA LG-CAP ETF	$432,783	0.9%	+140%	—
30	$PFG	PRINCIPAL FINANCIAL GROUP INC	$424,761	0.8%	+0%	57.5
31	$EZPW	EZCORP INC	$345,700	0.7%	NEW	63.4
32	$TGB	Trekor Metals Ltd	$344,000	0.7%	+67%	—
33	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$311,401	0.6%	+0%	—
34	—	VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX	$299,700	0.6%	+0%	—
35	—	INVESCO EXCH TRADED FD TR II - CHINA TECHNLGY	$285,150	0.6%	NEW	—
36	—	ISHARES TR - MSCI EMG MKT ETF	$273,640	0.6%	-96%	—
37	—	VANGUARD INDEX FDS - TOTAL STK MKT	$271,979	0.6%	-99%	—
38	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$271,384	0.6%	+0%	—
39	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	$253,076	0.5%	+0%	—
40	$PPG	PPG INDUSTRIES INC	$242,580	0.5%	NEW	59.1
41	$FCFS	FirstCash Holdings, Inc.	$216,320	0.4%	NEW	69.3