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Glaxis Capital Management, LLC

Q4 2025 · Filed 2026-02-12
Market Value
$58M
-3.0%
Holdings
63
-9
New Purchases
15
Added To
18
Closed
20
Reduced
5
Top 10 Concentration
66.4%
Turnover
55.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 11.67% 5.53% +6.14% $7M
EEM 8.43% 3.23% +5.20% $5M
EWY 4.99% 0.00% +4.99% $3M
TLT 4.48% 0.00% +4.48% $3M
BAC 4.33% 0.00% +4.33% $3M
ZROZ 2.75% 0.00% +2.75% $2M
WFC 6.01% 3.85% +2.16% $4M
LDP 8.40% 6.26% +2.14% $5M
IJR 2.06% 0.00% +2.06% $1M
AMZN 1.61% 0.00% +1.61% $939K
PSF 1.56% 0.00% +1.56% $913K
PNC 1.43% 0.00% +1.43% $835K
KWEB 1.25% 0.00% +1.25% $729K
GBTC 1.17% 0.00% +1.17% $684K
INDA 0.95% 0.00% +0.95% $555K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FXI 0.37% 12.04% -11.67% $218K
IBIT 0.37% 6.29% -5.93% $213K
JD 0.00% 4.07% -4.07% $0
GDS 0.00% 3.86% -3.86% $0
XLU 0.44% 3.33% -2.89% $256K
C 0.00% 2.53% -2.53% $0
PGX 0.00% 1.93% -1.93% $0
FBTC 0.00% 1.66% -1.66% $0
RSP 0.00% 1.31% -1.31% $0
ETHE 0.00% 1.14% -1.14% $0
CEG 0.00% 1.09% -1.09% $0
TLN 0.00% 1.06% -1.06% $0
VST 0.00% 0.98% -0.98% $0
MSFT 2.15% 3.10% -0.94% $1M
NRG 0.00% 0.94% -0.94% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 10 $20M 33.6%
Large Cap 38 $29M 48.9%
Mid Cap 11 $3M 4.9%
Small Cap 3 $7M 11.2%
Micro Cap 1 $913K 1.6%

Portfolio Analytics

Avg Market Cap
$267.9B
Median Market Cap
$33.5B
Avg P/E
29.2
Median P/E
18.5
Avg Dividend Yield
0.02%
Avg Beta
1.21
# Stocks
23
# ETFs / Funds
40

Top Holdings (63 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 11.67% 10,000 $7M $681.92 $3M +5,000 +100.0%
2 PFF 10.79% 203,500 $6M $30.96 -$71K +2,000 +1.0%
3 EEM 8.43% 90,000 $5M $54.71 $3M +53,580 +147.1%
4 LDP 8.40% 231,800 $5M $21.17 $1M +57,800 +33.2%
5 WFC 6.01% 37,697 $4M $93.20 $1M +10,000 +36.1%
6 EWY 4.99% 30,000 $3M $97.22 +30,000 NEW
7 VOO 4.58% 4,265 $3M $627.13 $78K +24 +0.6%
8 TLT 4.48% 30,000 $3M $87.16 +30,000 NEW
9 BAC 4.33% 46,000 $3M $55.00 +46,000 NEW
10 ZROZ 2.75% 25,000 $2M $64.25 +25,000 NEW
11 VSS 2.22% 17,604 $1M $73.56 $50K +154 +0.9%
12 MSFT 2.15% 2,600 $1M $483.62 -$607K -1,000 -27.8%
13 IJR 2.06% 10,000 $1M $120.18 +10,000 NEW
14 AMZN 1.61% 4,070 $939K $230.82 +4,070 NEW
15 VEU 1.57% 6,380 $914K $143.33 $25K +141 +2.3%
16 PSF 1.56% 45,000 $913K $20.28 +45,000 NEW
17 PNC 1.43% 4,000 $835K $208.73 +4,000 NEW
18 AAPL 1.40% 3,000 $816K $271.86 $52K
19 MDY 1.38% 1,340 $808K $603.28 -$354K -610 -31.3%
20 BIDU 1.34% 6,000 $784K $130.66 $389K +3,000 +100.0%
21 KWEB 1.25% 21,400 $729K $34.05 +21,400 NEW
22 DAL 1.19% 10,000 $694K $69.40 $467K +6,000 +150.0%
23 GBTC 1.17% 10,000 $684K $68.36 +10,000 NEW
24 KRE 1.11% 10,000 $648K $64.81 $15K
25 VB 1.10% 2,497 $644K $257.95 $13K +17 +0.7%
26 VTI 1.08% 1,875 $629K $335.27 $276K +800 +74.4%
27 INDA 0.95% 10,275 $555K $54.05 +10,275 NEW
28 SYY 0.81% 6,400 $472K $73.69 -$55K
29 CGCP 0.78% 20,000 $453K $22.64 $226K +10,000 +100.0%
30 VOE 0.76% 2,500 $443K $177.37 +2,500 NEW
31 IEF 0.74% 4,500 $433K $96.16 +4,500 NEW
32 AMD 0.73% 2,000 $428K $214.16 +2,000 NEW
33 GRMN 0.73% 2,100 $426K $202.85 -$91K
34 SCHA 0.66% 13,440 $383K $28.48 $9K +60 +0.5%
35 PFG 0.60% 3,941 $348K $88.21 $24K +35 +0.9%
36 SCHE 0.48% 8,588 $281K $32.75 $3K +237 +2.8%
37 XLU 0.44% 6,000 $256K $42.69 -$2M -17,000 -73.9%
38 SCHB 0.42% 9,371 $246K $26.23 $6K +29 +0.3%
39 VIOO 0.41% 2,179 $242K $110.96 $1K
40 FXI 0.37% 5,700 $218K $38.29 -$7M -170,550 -96.8%
41 IBIT 0.37% 4,300 $213K $49.65 -$4M -54,000 -92.6%
42 UAL 0.36% 1,900 $212K $111.82 +1,900 NEW
43 SCHM 0.35% 6,864 $206K $30.07 $4K +30 +0.4%
44 PGX —% -$1M -100,000 -100.0% SOLD
45 TME —% -$350K -15,000 -100.0% SOLD
46 TLN —% -$638K -1,500 -100.0% SOLD
47 CEG —% -$658K -2,000 -100.0% SOLD
48 FBTC —% -$998K -10,000 -100.0% SOLD
49 SLV —% -$424K -10,000 -100.0% SOLD
50 XLF —% -$539K -10,000 -100.0% SOLD
51 CQQQ —% -$245K -4,150 -100.0% SOLD
52 C —% -$2M -15,000 -100.0% SOLD
53 CGNG —% -$337K -10,900 -100.0% SOLD
54 CGDV —% -$294K -7,000 -100.0% SOLD
55 AMLP —% -$422K -9,000 -100.0% SOLD
56 GDS —% -$2M -60,000 -100.0% SOLD
57 NRG —% -$567K -3,500 -100.0% SOLD
58 KC —% -$373K -25,000 -100.0% SOLD
59 RSP —% -$790K -4,165 -100.0% SOLD
60 KKR —% -$390K -3,000 -100.0% SOLD
61 JD —% -$2M -70,000 -100.0% SOLD
62 VST —% -$588K -3,000 -100.0% SOLD
63 ETHE —% -$685K -20,000 -100.0% SOLD

New Positions

SymbolValue% Port
EWY $3M 4.99%
TLT $3M 4.48%
BAC $3M 4.33%
ZROZ $2M 2.75%
IJR $1M 2.06%
AMZN $939K 1.61%
PSF $913K 1.56%
PNC $835K 1.43%
KWEB $729K 1.25%
GBTC $684K 1.17%
INDA $555K 0.95%
VOE $443K 0.76%
IEF $433K 0.74%
AMD $428K 0.73%
UAL $212K 0.36%

Sold Out Positions

SymbolValue% Port
TME —%
VST —%
NRG —%
KKR —%
JD —%
GDS —%
C —%
FBTC —%
KC —%
RSP —%
TLN —%
XLF —%
CGNG —%
CEG —%
AMLP —%
View SEC EDGAR Filings for Glaxis Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms