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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 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 779.0 $471K 0.08% +175.0 +29.0% $605.11 -13.8%
82 IBDW ISHARES TR 22,187.0 $464K 0.08% +2K +9.5% $20.93 -1.0%
83 JMST J P MORGAN EXCHANGE TRADED F 9,070.0 $462K 0.08% +4K +80.6% $50.98 -0.2%
84 ETN EATON CORP PLC Industrials 1,269.0 $454K 0.08% +434.0 +52.0% $357.67 +6.0%
85 VTEB VANGUARD MUN BD FDS 8,970.0 $448K 0.08% +48.0 +0.5% $49.89 -0.1%
86 FUTY FIDELITY COVINGTON TRUST 7,521.0 $444K 0.08% +342.0 +4.8% $59.07 -4.4%
87 FAS DIREXION SHARES ETF TRUST 3,560.0 $422K 0.07% +102.0 +3.0% $118.50 +11.9%
88 VTI VANGUARD INDEX FDS 1,304.0 $418K 0.07% +7.0 +0.5% $320.83 +12.7%
89 MUB ISHARES TR 3,934.0 $418K 0.07% +21.0 +0.5% $106.16 -0.1%
90 V VISA INC Financial Services 1,359.0 $411K 0.07% +80.0 +6.2% $302.25 +9.3%
91 NUKZ EXCHANGE TRADED CONCEPTS TRU 6,184.0 $407K 0.07% +219.0 +3.7% $65.78 +3.5%
92 SLB SLB LIMITED Energy 7,814.0 $402K 0.07% +269.0 +3.6% $51.39 +10.9%
93 ABT ABBOTT LABORATORIES Healthcare 3,877.0 $398K 0.07% +133.0 +3.5% $102.68 -15.5%
94 SO SOUTHERN CO Utilities 3,752.0 $362K 0.06% +38.0 +1.0% $96.54 -3.6%
95 WMB WILLIAMS COS INC Energy 4,865.0 $354K 0.06% +34.0 +0.7% $72.79 +6.7%
96 XBI SPDR SERIES TRUST 2,559.0 $327K 0.06% +316.0 +14.1% $127.75 +0.3%
97 JPM JPMORGAN CHASE & CO Financial Services 1,081.0 $318K 0.06% +455.0 +72.7% $294.22 +1.8%
98 DFIV DIMENSIONAL ETF TRUST 5,464.0 $288K 0.05% +676.0 +14.1% $52.79 +4.7%
99 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,683.0 $284K 0.05% +896.0 +23.7% $60.66 -5.2%
100 UGI UGI CORP NEW Utilities 7,743.0 $282K 0.05% +1K +16.0% $36.42 -5.4%
Page 5 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%