Fund Holdings — Alexis Investment Partners, LLC

Total Portfolio Value
$145.22M
Total Bought
$13.49M
Total Sold
$135.92M
Net Transaction
-$122.43M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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iShares Expanded Tech-Software Sector ETF028,650+28,65002,2241.53%+2,224
ISHARES MSCI EMERGING MARKETS INDEX FUND74,824105,027+30,2034,1065,7503.96%+1,645
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
NASDQ CLN EDGE
09,468+9,46801,4921.03%+1,492
State Street SPDR S&P MidCap 400 ETF Trust(MDY)11,57014,164+2,5947,0518,4855.84%+1,434
Xtrackers MSCI EAFE Hedged Equity ETF150,742179,222+28,4807,2788,6515.96%+1,373
iShares MSCI International Momentum Factor ETF
MSCI INTL MOMENT
164,469195,036+30,5677,9249,0226.21%+1,098
State Street SPDR Dow Jones Industrial Average ETF Trust(DIA)14,26216,968+2,7066,8957,6715.28%+775
iShares 0-5 Year High Yield Corporate Bond ETF
0-5YR HI YL CP
147,810164,983+17,1736,3416,9194.76%+579
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
37,29240,913+3,6217,1897,6955.30%+506
Applied Materials Inc10,0519,214-8372,6052,9772.05%+372
iShares MSCI USA Momentum Factor ETF
MSCI USA MMENTM
32,73237,396+4,6648,2688,6305.94%+362
Vanguard Growth ETF12,60515,523+2,9186,1986,5204.49%+322
Marriott International Inc/MD(MAR)3,5224,204+6821,1051,3420.92%+237
TJX Cos Inc/The(TJX)10,37911,532+1,1531,6111,7971.24%+186
State Street Industrial Select Sector SPDR ETF
ST STR INDL ETF
12,94414,031+1,0872,0232,1971.51%+175
Cisco Systems Inc(CSCO)6,7698,181+1,4125246300.43%+106
Alphabet Inc(GOOG)4,5065,477+9711,4141,4981.03%+84
Freeport-McMoRan Inc(FCX)19,06718,385-6829801,0050.69%+25
GARRETT MOTION INC COM(GTX)10-100—-0
ALLBIRDS INC CL A NEW(BIRD)100-1000—-0
XENETIC BIOSCIENCES INC COM(XBIO)250-2500—-0
RESIDEO TECHNOLOGIES INC COM(REZI)20-200—-0
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)110-1110—-1
FORTINET INC COM(FTNT)100-1010—-1
NUCOR CORP COM(NUE)90-910—-1
JOHNSON & JOHNSON COM(JNJ)100-1020—-2
AMERICAN TOWER CORP COM(AMT)180-1830—-3
GENERAL MTRS CO COM(GM)410-4130—-3
AMAZON COM INC COM(AMZN)150-1530—-3
MERCK & CO INC COM(MRK)500-5050—-5
ELI LILLY & CO COM(LLY)60-660—-6
WW GRAINGER INC COM(GWW)70-770—-7
PAYCHEX INC COM(PAYX)640-6470—-7
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
500-5070—-7
HOLOGIC INC COM1000-10070—-7
WALMART INC COM(WMT)680-6880—-8
GE AEROSPACE COM NEW(GE)260-2680—-8
S&P GLOBAL INC COM(SPGI)160-1680—-8
COSTCO WHOLESALE CORPORATION COM(COST)100-1090—-9
HONEYWELL INTL INC COM(HON)490-49100—-10
ABBOTT LABS COM770-77100—-10
CHEVRON CORP NEW COM(CVX)640-64100—-10
GENERAL DYNAMICS CORP COM(GD)290-29100—-10
AUTOMATIC DATA PROCESSING INC COM380-38100—-10
AMGEN INC COM(AMGN)310-31100—-10
BLACKROCK INC COM(BLK)100-10110—-11
HEWLETT PACKARD ENTERPRISE CO COM(HPE)5000-500120—-12
CHUBB LIMITED COM
COM
390-39120—-12
AFLAC INC COM(AFL)1140-114130—-13
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
1420-142130—-13
MGM RESORTS INTERNATIONAL COM(MGM)3960-396140—-14
ANALOG DEVICES INC COM(ADI)540-54150—-15
Meta Platforms Inc(META)1,2721,548+2768478300.57%-17
JPMORGAN CHASE & CO. COM(JPM)710-71230—-23
BROADCOM INC COM(AVGO)720-72250—-25
TR ACTIVEBETA US LARGE CAP EQUITY ETF2040-204270—-27
VANGUARD MID-CAP GROWTH ETF1090-109300—-30
UNITED RENTALS INC COM(URI)400-40320—-32
State Street Financial Select Sector SPDR ETF
ST STR FINL ETF
35,18039,406+4,2261,9401,9061.31%-34
ISHARES MSCI EAFE ETF5490-549530—-53
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF3780-378560—-56
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
1,2800-1,280600—-60
VanEck Semiconductor ETF
SEMICONDUCTR ETF
12,75412,589-1654,6264,5643.14%-62
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2400-240690—-69
ADVANCED MICRO DEVICES INC COM(AMD)3500-350750—-75
LOCKHEED MARTIN CORP COM(LMT)1800-180870—-87
VANGUARD TOTAL STOCK MARKET ETF2680-268900—-90
ISHARES GOLD TRUST(IAU)1,1500-1,150930—-93
ROSS STORES INC COM(ROST)5590-5591010—-101
Tesla Inc(TSLA)3,1433,703+5601,4281,3160.91%-112
ISHARES CORE S&P 500 ETF1660-1661140—-114
SCHWAB U.S. LARGE-CAP ETF4,5060-4,5061210—-121
Oracle Corp(ORCL)5,2406,415+1,1751,0338900.61%-143
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
2,8600-2,8601700—-170
VANGUARD S&P 500 ETF3030-3031900—-190
MORGAN STANLEY COM NEW(MS)1,1970-1,1972130—-213
NVIDIA Corp(NVDA)14,42614,963+5372,7032,4711.70%-232
iShares 0-1 Year Treasury Bond ETF34,11231,821-2,2913,7573,5122.42%-244
Caterpillar Inc(CAT)3,7382,850-8882,1561,9021.31%-254
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ENHAN SHRT MA AC
88,08484,991-3,0938,8368,5475.89%-289
Visa Inc(V)4,6244,332-2921,6321,2980.89%-334
Vanguard Mega Cap Growth ETF19,41321,811+2,3988,0707,7105.31%-360
ISHARES U.S. HOME CONSTRUCTION ETF3,7800-3,7803640—-364
ISHARES S&P MID-CAP 400 VALUE ETF3,0620-3,0624030—-403
ISHARES RUSSELL 1000 VALUE ETF2,2830-2,2834800—-480
Vanguard Dividend Appreciation ETF40,26139,772-4898,9038,3805.77%-523
Home Depot Inc/The(HD)2,238696-1,5427732250.16%-548
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)9920-9926760—-676
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF14,0000-14,0007400—-740
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
14,7640-14,7647510—-751
JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
185,325169,467-15,8589,3778,5705.90%-807
Invesco QQQ Trust Series 111,62511,147-4787,1786,2234.29%-955
Apple Inc(AAPL)8,6295,118-3,5112,3511,2620.87%-1,089
Microsoft Corp(MSFT)4,8613,078-1,7832,3611,1050.76%-1,256
STATE STREET SPDR S&P HOMEBUILDERS ETF
ST STR SP HOME
12,3700-12,3701,2840—-1,284
ISHARES CORE S&P MID-CAP ETF19,7850-19,7851,3060—-1,306
ISHARES GLOBAL 100 ETF75,4920-75,4929,6040—-9,604
SPDR GOLD SHARES(GLD)36,1670-36,16714,4250—-14,425
ALEXIS PRACTICAL TACTICAL ETF
ALEX PRA TAC ETF
2,732,4080-2,732,40897,2630—-97,263
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Alexis Investment Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail