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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBHH ISHARES TR 10,887.0 $256K 0.04% +2K +16.1% $23.47 -0.1%
102 FYLD CAMBRIA ETF TR 6,713.0 $251K 0.04% +197.0 +3.0% $37.34 +4.5%
103 APTIV PLC 3,582.0 $249K 0.04% +223.0 +6.6% $69.44
104 IBHJ ISHARES TR 9,444.0 $248K 0.04% +1K +12.9% $26.22 +0.2%
105 IBHI ISHARES TR 10,615.0 $247K 0.04% +1K +12.9% $23.28 +0.1%
106 VEA VANGUARD TAX-MANAGED FDS 3,853.0 $247K 0.04% +145.0 +3.9% $64.09 +8.5%
107 ISHARES TR 9,693.0 $247K 0.04% +1K +12.9% $25.45
108 GE GE AEROSPACE Industrials 850.0 $241K 0.04% +8.0 +0.9% $283.89 -0.8%
109 IYT ISHARES TR 3,212.0 $240K 0.04% +170.0 +5.6% $74.60 +7.7%
110 MCD MCDONALDS CORP Consumer Cyclical 750.0 $233K 0.04% +5.0 +0.7% $311.00 -11.1%
111 HELO J P MORGAN EXCHANGE TRADED F 3,602.0 $230K 0.04% +357.0 +11.0% $63.93 +6.0%
112 VPU VANGUARD WORLD FD 1,135.0 $225K 0.04% +7.0 +0.6% $198.14 -3.9%
113 PNC PNC FINL SVCS GROUP INC Financial Services 1,070.0 $223K 0.04% +17.0 +1.6% $208.13 +2.3%
114 VONE VANGUARD SCOTTSDALE FDS 715.0 $211K 0.04% +46.0 +6.9% $295.22 +12.7%
115 FMB FIRST TR EXCH TRADED FD III 3,984.0 $202K 0.04% +36.0 +0.9% $50.66 +0.3%
116 EVV EATON VANCE LIMITED DURATION Financial Services 10,896.0 $103K 0.02% +735.0 +7.2% $9.45 -2.8%
Page 6 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%