Alexis Investment Partners, LLC - Portfolio overview

Alexis Investment Partners, LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. LEXI - ALEXIS PRACTICAL TACTICAL ETF, 36.13%
2. GLD - SPDR GOLD SHARES, 4.49%
3. IMTM - iShares MSCI International Momentum Factor ETF, 3.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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