Fund HoldingsAlexis Investment Partners, LLC

Total Portfolio Value
$268.64M
Total Bought
$941.94M
Total Sold
$2.77M
Net Transaction
+$939.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES MSCI EMERGING MARKETS ETF074,824+74,82404,1061.53%+4,106
SPDR GOLD SHARES(GLD)34,79136,167+1,37612,26414,4255.37%+2,162
ISHARES MSCI INTL MOMENTUM FACTOR ETF
MSCI INTL MOMENT
143,011164,469+21,4586,8107,9242.95%+1,114
Oracle Corp(ORCL)05,240+5,24001,0330.38%+1,033
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ENHAN SHRT MA AC
78,29288,084+9,7927,8798,8363.29%+957
VANGUARD DIVIDEND APPRECIATION ETF37,19140,261+3,0707,9918,9033.31%+912
ISHARES GLOBAL 100 ETF73,33875,492+2,1548,7539,6043.58%+852
Meta Platforms Inc(META)01,272+1,27208470.32%+847
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
128,813147,810+18,9975,5836,3412.36%+758
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
014,764+14,76407510.28%+751
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
29,66932,732+3,0637,5878,2683.08%+681
APPLIED MATLS INC COM9,76310,051+2882,0002,6050.97%+605
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
12,50612,754+2484,0454,6261.72%+581
VANGUARD MEGA CAP GROWTH ETF18,74119,413+6727,5088,0703.00%+562
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)13,73414,262+5286,3606,8952.57%+536
XTRACKERS MSCI EAFE HEDGED EQUITY ETF145,950150,742+4,7926,7557,2782.71%+523
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
175,089185,325+10,2368,8849,3773.49%+493
CATERPILLAR INC COM(CAT)3,6263,738+1121,7132,1560.80%+443
SPDR S&P MIDCAP 400 ETF TRUST(MDY)11,13811,570+4326,6317,0512.62%+420
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF30,28534,112+3,8273,3463,7571.40%+411
Vanguard Growth ETF12,12512,605+4805,7966,1982.31%+401
ALPHABET INC CAP STK CL A(GOOG)4,3464,506+1601,0611,4140.53%+354
INVESCO QQQ TRUST SERIES I11,41311,625+2126,8407,1782.67%+338
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
36,34937,292+9436,8827,1892.68%+306
Freeport-McMoRan Inc(FCX)18,33119,067+7366809800.36%+300
MARRIOTT INTL INC NEW CL A(MAR)3,3943,522+1289051,1050.41%+200
APPLE INC COM(AAPL)8,4698,629+1602,1562,3510.88%+195
NVIDIA CORPORATION COM(NVDA)13,96214,426+4642,5502,7031.01%+153
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
12,51212,944+4321,9172,0230.75%+106
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
33,94835,180+1,2321,8371,9400.72%+103
VISA INC COM CL A(V)4,4964,624+1281,5311,6320.61%+101
TESLA INC COM(TSLA)3,0313,143+1121,3441,4280.53%+84
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)99299206616760.25%+16
ROSS STORES INC COM(ROST)5595590851010.04%+16
MORGAN STANLEY COM NEW(MS)1,2541,197-571992130.08%+13
ISHARES GOLD TRUST(IAU)1,1501,150084930.03%+10
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
240240062690.03%+7
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
2,8602,86001651700.06%+5
VANGUARD S&P 500 ETF302303+11851900.07%+5
ISHARES CORE S&P 500 ETF16616601111140.04%+3
SCHWAB U.S. LARGE-CAP ETF4,5064,50601191210.05%+3
ADVANCED MICRO DEVICES INC COM(AMD)450350-10073750.03%+2
ELI LILLY & CO COM(LLY)660560.00%+2
ISHARES MSCI EAFE ETF549549051530.02%+1
AMGEN INC COM(AMGN)313109100.00%+1
ANALOG DEVICES INC COM(ADI)5454013150.01%+1
CHUBB LIMITED COM
COM
3939011120.00%+1
BROADCOM INC COM(AVGO)7272024250.01%+1
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF378378055560.02%+1
MERCK & CO INC COM(MRK)50500450.00%+1
GENERAL MTRS CO COM(GM)41410330.00%+1
MGM RESORTS INTERNATIONAL COM(MGM)396396014140.01%+1
HOLOGIC INC COM1001000770.00%+1
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
1,2801,280059600.02%+1
S&P GLOBAL INC COM(SPGI)16160880.00%+1
WALMART INC COM(WMT)68680780.00%+1
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)011+11010.00%+1
JPMORGAN CHASE & CO. COM(JPM)7171022230.01%0
TR ACTIVEBETA US LARGE CAP EQUITY ETF204204027270.01%0
WW GRAINGER INC COM(GWW)770770.00%0
NUCOR CORP COM(NUE)990110.00%0
JOHNSON & JOHNSON COM(JNJ)10100220.00%0
GE AEROSPACE COM NEW(GE)26260880.00%0
AMAZON COM INC COM(AMZN)15150330.00%0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
2550+25770.00%0
GARRETT MOTION INC COM(GTX)110000.00%0
RESIDEO TECHNOLOGIES INC COM(REZI)220000.00%-0
ALLBIRDS INC CL A NEW10100000.00%-0
XENETIC BIOSCIENCES INC COM25250000.00%-0
FORTINET INC COM(FTNT)10100110.00%-0
GENERAL DYNAMICS CORP COM(GD)2929010100.00%-0
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
142142014130.00%-0
AFLAC INC COM(AFL)114114013130.00%-0
CHEVRON CORP NEW COM(CVX)6464010100.00%-0
ATARA BIOTHERAPEUTICS INC COM NEW150-1500-0
HEWLETT PACKARD ENTERPRISE CO COM(HPE)500500012120.00%-0
AMERICAN TOWER CORP COM(AMT)18180330.00%-0
COSTCO WHOLESALE CORPORATION COM(COST)10100990.00%-1
ABBOTT LABS COM7777010100.00%-1
HONEYWELL INTL INC COM(HON)4949010100.00%-1
PAYCHEX INC COM(PAYX)64640870.00%-1
BLACKROCK INC COM(BLK)1010012110.00%-1
ISHARES RUSSELL 1000 VALUE ETF2,3642,283-814814800.18%-1
FORD MTR CO COM(F)1000-10010-1
AUTOMATIC DATA PROCESSING INC COM3838011100.00%-1
VANGUARD MID-CAP GROWTH ETF109109032300.01%-2
NOVO-NORDISK A S ADR(NVO)360-3620-2
UNITED RENTALS INC COM(URI)4040038320.01%-6
CRISPR THERAPEUTICS AG NAMEN AKT(CRSP)980-9860-6
VANGUARD TOTAL STOCK MARKET ETF310268-42102900.03%-12
ISHARES CORE S&P MID-CAP ETF20,21019,785-4251,3191,3060.49%-13
LOCKHEED MARTIN CORP COM(LMT)207180-27103870.03%-16
ISHARES U.S. HOME CONSTRUCTION ETF3,9303,780-1504213640.14%-57
MICROSOFT CORP COM(MSFT)4,7654,861+962,4602,3610.88%-99
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF16,05014,000-2,0508517400.28%-111
HOME DEPOT INC COM(HD)2,2512,238-139147730.29%-141
COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF
DIVERSIFID FXD
8,3000-8,3001530-153
FUNDX ETF2,0000-2,0001570-157
STATE STREET SPDR S&P HOMEBUILDERS ETF
ST STR SP HOME
13,77212,370-1,4021,5241,2840.48%-241
CISCO SYS INC COM(CSCO)11,3816,769-4,6127715240.20%-247
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