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Portfolio (Quarterly) Guide ↗

Ellis Investment Partners, LLC

· CIK 0001765590
13F Portfolio $576.3B AUM 268 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 116 Added 76 Reduced 9 Exited
Page 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PML PIMCO MUN INCOME FD II Financial Services 218,539.0 $1.7M 0.29% +5K +2.4% $7.57 -2.4%
42 ABBV ABBVIE INC Healthcare 7,529.0 $1.6M 0.28% +77.0 +1.0% $217.51 -3.8%
43 VCSH VANGUARD SCOTTSDALE FDS 18,264.0 $1.4M 0.25% +976.0 +5.7% $79.27 -0.5%
44 AMGN AMGEN INC Healthcare 4,047.0 $1.4M 0.25% +602.0 +17.5% $351.86 -8.4%
45 VXUS VANGUARD STAR FDS 18,252.0 $1.4M 0.24% +2K +12.9% $77.11 +8.5%
46 SLV ISHARES SILVER TR Financial Services 20,230.0 $1.4M 0.24% +17K +526.3% $68.14 +3.4%
47 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 6,912.0 $1.3M 0.23% +459.0 +7.1% $189.05 +22.0%
48 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 111,427.0 $1.2M 0.20% +6K +5.2% $10.38 -2.1%
49 XLK SELECT SECTOR SPDR TR 8,209.0 $1.1M 0.19% +2K +34.6% $132.91 +33.1%
50 SCHD SCHWAB STRATEGIC TR 34,415.0 $1.1M 0.18% +479.0 +1.4% $30.68 +3.3%
51 AGG ISHARES TR 10,406.0 $1.0M 0.18% +180.0 +1.8% $99.27 -1.2%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 6,188.0 $1.0M 0.18% +37.0 +0.6% $165.35 +14.0%
53 VNQ VANGUARD INDEX FDS 11,386.0 $1.0M 0.17% +88.0 +0.8% $88.70 +6.4%
54 DFAE DIMENSIONAL ETF TRUST 27,729.0 $939K 0.16% +2K +6.2% $33.86 +14.4%
55 CVX CHEVRON CORPORATION Energy 4,463.0 $923K 0.16% +257.0 +6.1% $206.91 -8.5%
56 USRT ISHARES TR 15,171.0 $898K 0.16% +450.0 +3.1% $59.19 +8.4%
57 GEN GEN DIGITAL INC Technology 47,408.0 $893K 0.15% +4K +9.0% $18.83 +25.0%
58 AVGO BROADCOM INC Technology 2,870.0 $889K 0.15% +261.0 +10.0% $309.62 +35.8%
59 LLY ELI LILLY & CO Healthcare 961.0 $885K 0.15% +55.0 +6.1% $920.69 +7.6%
60 EFAV ISHARES TR 9,664.0 $883K 0.15% +102.0 +1.1% $91.38 -0.4%
Page 3 of 6  ·  116 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.0%
Technology 17.9%
Communication Services 9.9%
Industrials 8.6%
Healthcare 6.0%
Consumer Cyclical 4.6%
Energy 4.4%
Consumer Defensive 2.9%
Real Estate 1.8%
Utilities 0.5%