Alexis Investment Partners, LLC
All 13F Filings
- Location
- Montgomery, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 170,987
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 38 | 170,987 | 13F-HR | Alexis Investment Partners, LLC |
| Q1 2026 | 4/24/2026 | 35 | 145,216 | 13F-HR | Alexis Investment Partners, LLC |
| Q4 2025 | 1/29/2026 | 108 | 268,645 | 13F-HR | Alexis Investment Partners, LLC |
| Q3 2025 | 11/14/2025 | 98 | 1,170,478 | 13F-HR | Alexis Investment Partners, LLC |
| Q2 2025 | 7/30/2025 | 43 | 232,244 | 13F-HR | Alexis Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.89 K | 11.6% | 0 | 658 | -658 |
| ETFs | 151.1 K | 88.4% | 26.43 K | 0 | 26.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
170,987
Holdings
38
QoQ value change ($000)
25,771
(17.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.