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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 Q4 2025 · Filed January 29, 2026 · Accession 0002054271-26-000001

Total Value
$268.6M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALEXIS PRACTICAL TACTICAL ETF53656F4252,732,408$97.3M36.20%
2SPDR GOLD SHARESGLD36,167$14.4M5.37%
3JPMORGAN ULTRA-SHORT INCOME ETF46641Q837185,325$9.4M3.49%
4PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R83388,084$8.8M3.29%
5ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39632,732$8.3M3.08%
6ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V449164,469$7.9M2.95%
7iShares Global 100 ETF46428757259,687$7.6M2.83%
8Vanguard Mega Cap Growth ETF92191081617,679$7.4M2.74%
9INVESCO S&P 500 EQUAL WEIGHT ETFIVZ37,292$7.2M2.68%
10INVESCO QQQ TRUST SERIES IIVZ11,625$7.2M2.67%
11Vanguard Dividend Appreciation ETF92190884432,230$7.1M2.66%
12SPDR S&P MIDCAP 400 ETF TRUSTMDY11,570$7.1M2.62%
13SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10914,262$6.9M2.57%
14Xtrackers MSCI EAFE Hedged Equity ETF233051200135,784$6.6M2.44%
15ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407147,810$6.3M2.36%
16Vanguard Growth ETF92290873612,605$6.2M2.31%
17VANECK SEMICONDUCTOR ETF92189F67612,754$4.6M1.72%
18ISHARES MSCI EMERGING MARKETS INDEX FUND46428723471,204$3.9M1.45%
19iShares 0-1 Year Treasury Bond ETF46428867925,762$2.8M1.06%
20NVIDIA CORPORATION COMNVDA14,426$2.7M1.01%
21APPLIED MATLS INC COM03822210510,051$2.6M0.97%
22APPLE INC COMAAPL8,629$2.4M0.88%
23STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y70412,944$2.0M0.75%
24ISHARES GLOBAL 100 ETF46428757215,805$2.0M0.75%
25STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y60535,180$1.9M0.72%
26Caterpillar IncCAT3,177$1.8M0.68%
27VANGUARD DIVIDEND APPRECIATION ETF9219088448,031$1.8M0.66%
28VISA INC COM CL AV4,624$1.6M0.61%
29TJX Cos Inc/The8725401099,366$1.5M0.54%
30TESLA INC COMTSLA3,143$1.4M0.53%
31ALPHABET INC CAP STK CL AGOOG4,506$1.4M0.53%
32ISHARES CORE S&P MID-CAP ETF46428750719,785$1.3M0.49%
33STATE STREET SPDR S&P HOMEBUILDERS ETF78464A88812,370$1.3M0.48%
34Microsoft CorpMSFT2,510$1.2M0.46%
35MICROSOFT CORP COMMSFT2,351$1.1M0.42%
36Marriott International Inc/MD5719032023,452$1.1M0.40%
37Oracle CorpORCL-PD5,240$1.0M0.38%
38Freeport-McMoRan IncFCX19,067$980,2340.36%
39ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF4642886798,350$919,7530.34%
40Meta Platforms IncMETA1,272$847,0880.32%
41ISHARES FLOATING RATE BOND ETF46429B65514,764$750,8970.28%
42ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864614,000$740,3200.28%
43XTRACKERS MSCI EAFE HEDGED EQUITY ETF23305120014,958$719,6290.27%
44VANGUARD MEGA CAP GROWTH ETF9219108161,734$715,7430.27%
45STATE STR SPDR S&P 500 ETF TR TR UNITSPY992$676,4650.25%
46CISCO SYS INC COMCSCO6,769$523,9390.20%
47Home Depot Inc/TheHD1,446$500,8220.19%
48ISHARES RUSSELL 1000 VALUE ETF4642875982,283$480,2060.18%
49ISHARES S&P MID-CAP 400 VALUE ETF4642877053,062$402,9290.15%
50ISHARES U.S. HOME CONSTRUCTION ETF4642887523,780$364,0140.14%
51CATERPILLAR INC COMCAT561$321,3800.12%
52HOME DEPOT INC COMHD792$272,5270.10%
53MORGAN STANLEY COM NEWMS-PQ1,197$212,5030.08%
54ISHARES MSCI EMERGING MARKETS ETF4642872343,620$198,0500.07%
55VANGUARD S&P 500 ETF922908363303$190,1980.07%
56INVESCO S&P 500 TOP 50 ETFIVZ2,860$169,5410.06%
57TJX COS INC NEW COM8725401091,013$155,6070.06%
58SCHWAB U.S. LARGE-CAP ETF8085242014,506$121,2560.05%
59ISHARES CORE S&P 500 ETF464287200166$113,7000.04%
60ROSS STORES INC COMROST559$100,7330.04%
61ISHARES GOLD TRUSTIAU1,150$93,3460.03%
62VANGUARD TOTAL STOCK MARKET ETF922908769268$89,8520.03%
63LOCKHEED MARTIN CORP COMLMT180$87,0610.03%
64ADVANCED MICRO DEVICES INC COMAMD350$74,9560.03%
65VANGUARD HEALTH CARE ETF92204A504240$69,0840.03%
66STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8531,280$59,9810.02%
67ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150378$56,2050.02%
68ISHARES MSCI EAFE ETF464287465549$52,7200.02%
69UNITED RENTALS INC COMURI40$32,3730.01%
70VANGUARD MID-CAP GROWTH ETF922908538109$30,4260.01%
71TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF204$27,0030.01%
72BROADCOM INC COMAVGO72$24,9190.01%
73JPMORGAN CHASE & CO. COMVYLD71$22,8780.01%
74MARRIOTT INTL INC NEW CL A57190320270$21,7170.01%
75ANALOG DEVICES INC COMADI54$14,6450.01%
76MGM RESORTS INTERNATIONAL COMMGM396$14,4500.01%
77ISHARES MSCI USA MIN VOL FACTOR ETF46429B697142$13,3710.00%
78AFLAC INC COMAFL114$12,5710.00%
79CHUBB LIMITED COMCB39$12,1730.00%
80HEWLETT PACKARD ENTERPRISE CO COMHPE-PC500$12,0100.00%
81BLACKROCK INC COMBLK10$10,7030.00%
82AMGEN INC COMAMGN31$10,1470.00%
83AUTOMATIC DATA PROCESSING INC COMADP38$9,7750.00%
84GENERAL DYNAMICS CORP COMGD29$9,7630.00%
85CHEVRON CORP NEW COMCVX64$9,7540.00%
86ABBOTT LABS COMABLZF77$9,6470.00%
87HONEYWELL INTL INC COM43851610649$9,5590.00%
88COSTCO WHOLESALE CORPORATION COM22160K10510$8,6230.00%
89S&P GLOBAL INC COMSPGI16$8,3610.00%
90GE AEROSPACE COM NEW36960430126$8,0090.00%
91WALMART INC COMWMT68$7,5760.00%
92HOLOGIC INC COMHOLX100$7,4490.00%
93STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y80350$7,1990.00%
94PAYCHEX INC COMPAYX64$7,1800.00%
95WW GRAINGER INC COM3848021047$7,0630.00%
96ELI LILLY & CO COMLLY6$6,4480.00%
97MERCK & CO INC COMMRK50$5,2630.00%
98AMAZON COM INC COMAMZN15$3,4620.00%
99GENERAL MTRS CO COM37045V10041$3,3340.00%
100AMERICAN TOWER CORP COM03027X10018$3,1600.00%
101JOHNSON & JOHNSON COMJNJ10$2,0700.00%
102NUCOR CORP COMNUE9$1,4680.00%
103FORTINET INC COMFTNT10$7940.00%
104SOLSTICE ADVANCED MATLS INC COM SHS83443Q10311$5340.00%
105RESIDEO TECHNOLOGIES INC COMREZI2$700.00%
106XENETIC BIOSCIENCES INC COMXBIO25$540.00%
107ALLBIRDS INC CL A NEWBIRD10$410.00%
108GARRETT MOTION INC COMGTX1$170.00%