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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alexis Investment Partners, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002054271-25-000005

Total Value
$1.17B
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1TJX COS INC NEW COM87254010910,027$922.1M78.78%
2ALEXIS PRACTICAL TACTICAL ETF53656F4252,839,599$98.6M8.42%
3SPDR GOLD SHARESGLD34,791$12.3M1.05%
4JPMORGAN ULTRA-SHORT INCOME ETF46641Q837175,089$8.9M0.76%
5ISHARES GLOBAL 100 ETF46428757273,338$8.8M0.75%
6VANGUARD DIVIDEND APPRECIATION ETF92190884437,191$8.0M0.68%
7PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R83378,292$7.9M0.67%
8ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39629,669$7.6M0.65%
9VANGUARD MEGA CAP GROWTH ETF92191081618,741$7.5M0.64%
10INVESCO S&P 500 EQUAL WEIGHT ETFIVZ36,349$6.9M0.59%
11INVESCO QQQ TRUST SERIES IIVZ11,413$6.8M0.58%
12ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V449143,011$6.8M0.58%
13XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200145,950$6.8M0.58%
14SPDR S&P MIDCAP 400 ETF TRUSTMDY11,138$6.6M0.57%
15SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10913,734$6.4M0.54%
16Vanguard Growth ETF92290873612,125$5.8M0.50%
17ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407128,813$5.6M0.48%
18VANECK SEMICONDUCTOR ETF92189F67612,506$4.0M0.35%
19ISHARES SHORT TREASURY BOND ETF46428867930,285$3.3M0.29%
20NVIDIA CORPORATION COMNVDA13,962$2.5M0.22%
21MICROSOFT CORP COMMSFT4,765$2.5M0.21%
22APPLE INC COMAAPL8,469$2.2M0.18%
23APPLIED MATLS INC COM0382221059,763$2.0M0.17%
24INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70412,512$1.9M0.16%
25FINANCIAL SELECT SECTOR SPDR FUND81369Y60533,948$1.8M0.16%
26CATERPILLAR INC COMCAT3,626$1.7M0.15%
27VISA INC COM CL AV4,496$1.5M0.13%
28STATE STREET SPDR S&P HOMEBUILDERS ETF78464A88813,772$1.5M0.13%
29TESLA INC COMTSLA3,031$1.3M0.11%
30ISHARES CORE S&P MID-CAP ETF46428750720,210$1.3M0.11%
31ALPHABET INC CAP STK CL AGOOG4,346$1.1M0.09%
32HOME DEPOT INC COMHD2,251$914,3330.08%
33MARRIOTT INTL INC NEW CL A5719032023,394$905,1400.08%
34ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864616,050$851,1320.07%
35CISCO SYS INC COMCSCO11,381$770,8130.07%
36Freeport-McMoRan IncFCX18,331$680,4470.06%
37SPDR S&P 500 ETF TRUSTSPY992$660,8510.06%
38ISHARES S&P MID-CAP 400 VALUE ETF4642877055,043$654,1780.06%
39ISHARES RUSSELL 1000 VALUE ETF4642875982,364$481,2870.04%
40ISHARES U.S. HOME CONSTRUCTION ETF4642887523,930$421,4930.04%
41MORGAN STANLEY COM NEWMS-PQ1,254$199,3360.02%
42VANGUARD S&P 500 ETF922908363302$185,2120.02%
43INVESCO S&P 500 TOP 50 ETFIVZ2,860$164,5070.01%
44FUNDX ETF3608768092,000$156,5630.01%
45COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF19761L5088,300$153,1350.01%
46SCHWAB U.S. LARGE-CAP ETF8085242014,506$118,6880.01%
47ISHARES CORE S&P 500 ETF464287200166$111,1040.01%
48LOCKHEED MARTIN CORP COMLMT207$103,3360.01%
49VANGUARD TOTAL STOCK MARKET ETF922908769310$101,7330.01%
50ROSS STORES INC COMROST559$85,2150.01%
51ISHARES GOLD TRUSTIAU1,150$83,6860.01%
52ADVANCED MICRO DEVICES INC COMAMD450$72,8060.01%
53VANGUARD HEALTH CARE ETF92204A504240$62,3040.01%
54STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8531,280$59,2900.01%
55ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150378$55,0560.00%
56ISHARES MSCI EAFE ETF464287465549$51,2600.00%
57UNITED RENTALS INC COMURI40$38,1860.00%
58VANGUARD MID-CAP GROWTH ETF922908538109$32,0230.00%
59TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF204$26,5770.00%
60BROADCOM INC COMAVGO72$23,7540.00%
61JPMORGAN CHASE & CO. COMVYLD71$22,3960.00%
62MGM RESORTS INTERNATIONAL COMMGM396$13,7250.00%
63ISHARES MSCI USA MIN VOL FACTOR ETF46429B697142$13,5100.00%
64ANALOG DEVICES INC COMADI54$13,2680.00%
65AFLAC INC COMAFL114$12,7340.00%
66HEWLETT PACKARD ENTERPRISE CO COMHPE-PC500$12,2800.00%
67BLACKROCK INC COMBLK10$11,6590.00%
68AUTOMATIC DATA PROCESSING INC COMADP38$11,1530.00%
69CHUBB LIMITED COMCB39$11,0080.00%
70HONEYWELL INTL INC COM43851610649$10,3150.00%
71ABBOTT LABS COMABLZF77$10,3130.00%
72CHEVRON CORP NEW COMCVX64$9,9390.00%
73GENERAL DYNAMICS CORP COMGD29$9,8890.00%
74COSTCO WHSL CORP NEW COM22160K10510$9,2560.00%
75AMGEN INC COMAMGN31$8,7480.00%
76PAYCHEX INC COMPAYX64$8,1130.00%
77GE AEROSPACE COM NEW36960430126$7,8210.00%
78S&P GLOBAL INC COMSPGI16$7,7870.00%
79TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80325$7,0470.00%
80WALMART INC COMWMT68$7,0080.00%
81HOLOGIC INC COMHOLX100$6,7490.00%
82GRAINGER W W INC COM3848021047$6,6710.00%
83CRISPR THERAPEUTICS AG NAMEN AKTCRSP98$6,3510.00%
84ELI LILLY & CO COMLLY6$4,5780.00%
85MERCK & CO INC COMMRK50$4,1970.00%
86AMERICAN TOWER CORP NEW COM03027X10018$3,4620.00%
87AMAZON COM INC COMAMZN15$3,2940.00%
88GENERAL MTRS CO COM37045V10041$2,5000.00%
89NOVO-NORDISK A S ADRNONOF36$1,9980.00%
90JOHNSON & JOHNSON COMJNJ10$1,8540.00%
91NUCOR CORP COMNUE9$1,2190.00%
92FORD MTR CO COM345370860100$1,1960.00%
93FORTINET INC COMFTNT10$8410.00%
94ATARA BIOTHERAPEUTICS INC COM NEWATRA15$2150.00%
95RESIDEO TECHNOLOGIES INC COMREZI2$860.00%
96XENETIC BIOSCIENCES INC COMXBIO25$790.00%
97ALLBIRDS INC CL A NEWBIRD10$570.00%
98GARRETT MOTION INC COMGTX1$140.00%