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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 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWC ISHARES TR 4,973.0 $794K 0.14% -388.0 -7.2% $159.61 +14.0%
42 ITA ISHARES TR 3,536.0 $774K 0.13% -70.0 -1.9% $218.77 -0.8%
43 UPRO PROSHARES TR 7,670.0 $744K 0.13% -2K -23.5% $96.99 +44.1%
44 KO COCA COLA CO Consumer Defensive 9,765.0 $743K 0.13% -1K -11.7% $76.05 +5.8%
45 UNH UNITEDHEALTH GROUP INC Healthcare 2,542.0 $688K 0.12% -191.0 -7.0% $270.63 +47.5%
46 IWM ISHARES TR 2,709.0 $672K 0.12% -141.0 -5.0% $248.02 +11.9%
47 COWG PACER FDS TR 19,909.0 $672K 0.12% -3K -14.9% $33.74 +9.9%
48 PPI INVESTMENT MANAGERS SER TR I 31,231.0 $650K 0.11% -489.0 -1.5% $20.80 +4.3%
49 SDY SPDR SERIES TRUST 4,021.0 $587K 0.10% -90.0 -2.2% $145.97 +0.1%
50 BOTZ GLOBAL X FDS 16,154.0 $537K 0.09% -133.0 -0.8% $33.22 +21.1%
51 TNA DIREXION SHARES ETF TRUST 11,990.0 $529K 0.09% -4K -23.3% $44.13 +37.0%
52 XHLF BONDBLOXX ETF TRUST 10,159.0 $511K 0.09% -54.0 -0.5% $50.33 -0.2%
53 ARTY ISHARES TR 10,497.0 $488K 0.09% -1K -10.3% $46.53 +41.4%
54 STIP ISHARES TR 4,655.0 $482K 0.08% -92.0 -1.9% $103.44 +0.1%
55 BLK BLACKROCK INC Financial Services 466.0 $449K 0.08% -13.0 -2.7% $963.24 +12.3%
56 IAT ISHARES TR 7,985.0 $430K 0.07% -950.0 -10.6% $53.84 +2.9%
57 TOL TOLL BROTHERS INC Consumer Cyclical 2,922.0 $399K 0.07% -929.0 -24.1% $136.49 -3.3%
58 WMT WALMART INC Consumer Defensive 3,087.0 $384K 0.07% -63.0 -2.0% $124.28 +6.6%
59 XLB SELECT SECTOR SPDR TR 7,233.0 $361K 0.06% -2K -23.4% $49.97 +0.7%
60 NSC NORFOLK SOUTHN CORP Industrials 1,206.0 $346K 0.06% -57.0 -4.5% $287.09 +10.6%
Page 3 of 4  ·  76 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%