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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 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XSOE WISDOMTREE TR 21,445.0 $860K 0.15% +117.0 +0.6% $40.10 +15.3%
62 SHYM BLACKROCK ETF TRUST II 33,385.0 $735K 0.13% +8K +33.0% $22.02 +0.4%
63 O REALTY INCOME CORP Real Estate 11,762.0 $720K 0.12% +957.0 +8.9% $61.18 +0.6%
64 CSCO CISCO SYS INC Technology 9,051.0 $702K 0.12% +1K +16.6% $77.60 +51.4%
65 HTEC EXCHANGE TRADED CONCEPTS TRU 21,144.0 $698K 0.12% +600.0 +2.9% $33.02 +0.1%
66 VIG VANGUARD SPECIALIZED FUNDS 3,223.0 $693K 0.12% +189.0 +6.2% $215.08 +6.7%
67 BA BOEING CO Industrials 3,482.0 $693K 0.12% +422.0 +13.8% $199.08 +9.5%
68 VEU VANGUARD INTL EQUITY INDEX F 8,934.0 $671K 0.12% +2K +20.4% $75.11 +8.1%
69 IHAK ISHARES TR 15,129.0 $660K 0.12% +180.0 +1.2% $43.65 +22.4%
70 HON HONEYWELL INTL INC Industrials 2,654.0 $600K 0.10% +320.0 +13.7% $226.09 -4.0%
71 BND VANGUARD BD INDEX FDS 8,109.0 $597K 0.10% +3K +58.9% $73.64 -1.3%
72 IBDU ISHARES TR 23,862.0 $555K 0.10% +2K +8.0% $23.26 -0.7%
73 IBB ISHARES TR 3,255.0 $550K 0.10% +59.0 +1.9% $168.87 -2.7%
74 IEMG ISHARES INC 7,829.0 $546K 0.10% +167.0 +2.2% $69.76 +13.6%
75 T AT&T INC Communication Services 18,068.0 $524K 0.09% +3K +20.8% $28.99 -15.6%
76 IBDV ISHARES TR 23,359.0 $511K 0.09% +3K +13.4% $21.89 -0.8%
77 VMBS VANGUARD SCOTTSDALE FDS 10,772.0 $506K 0.09% +4K +59.7% $46.95 -1.4%
78 DIS DISNEY WALT CO Communication Services 5,216.0 $503K 0.09% +318.0 +6.5% $96.39 +7.9%
79 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,457.0 $499K 0.09% +718.0 +9.3% $59.04 +12.7%
80 IBDT ISHARES TR 18,896.0 $479K 0.08% +2K +9.3% $25.33 -0.5%
Page 4 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%