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ALEXIS INVESTMENT PARTNERS, LLC 13F portfolio summary

ALEXIS INVESTMENT PARTNERS, LLC of ALEXIS INVESTMENT PARTNERS, LLC has 35 current stock holdings with a reported portfolio value of $145.2M. The portfolio 1 year return is +17.09%. Top holdings include SHYG (0.00%), SHV (0.00%), IMTM (6.69%), DBEF (6.42%), MTUM (6.40%).

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ALEXIS INVESTMENT PARTNERS, LLC

ALEXIS INVESTMENT PARTNERS, LLC
Latest filing: 2026-03-31

ALEXIS INVESTMENT PARTNERS, LLC runs ALEXIS INVESTMENT PARTNERS, LLC and currently holds 35 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $145.22M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ALEXIS INVESTMENT PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ALEXIS INVESTMENT PARTNERS, LLC's portfolio at ALEXIS INVESTMENT PARTNERS, LLC has delivered returns of +17.09%. Their 3-year annualized return is +13.48%. Looking at the 5-year horizon, ALEXIS INVESTMENT PARTNERS, LLC has achieved +13.48% annualized returns at ALEXIS INVESTMENT PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.09%
#0/1000
3 Year
+13.48%
#0/1000
5 Year
+13.48%
#0/1000

Portfolio Value

$145.22M

Alpha Score

12.8

#0 of 1000

Holdings

35

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change