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Portfolio (Quarterly) Guide ↗

Ellis Investment Partners, LLC

· CIK 0001765590
13F Portfolio $573M AUM 251 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New
Page 10 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RSPH INVESCO EXCHANGE TRADED FD T 12,669.0 $404K 0.07% NEW $31.85 -4.5%
182 FUTY FIDELITY COVINGTON TRUST 7,179.0 $396K 0.07% NEW $55.23 +3.0%
183 IGV ISHARES TR 3,685.0 $389K 0.07% NEW $105.69 -13.7%
184 WFC WELLS FARGO CO NEW Financial Services 4,169.0 $389K 0.07% NEW $93.21 -21.0%
185 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,411.0 $388K 0.07% NEW $275.14 +11.1%
186 NUKZ EXCHANGE TRADED CONCEPTS TRU 5,965.0 $379K 0.07% NEW $63.50 +8.2%
187 BND VANGUARD BD INDEX FDS 5,102.0 $378K 0.07% NEW $74.07 -1.7%
188 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 34,647.0 $375K 0.07% NEW $10.83 -7.9%
189 T AT&T INC Communication Services 14,954.0 $371K 0.07% NEW $24.84 -3.1%
190 NSC NORFOLK SOUTHN CORP Industrials 1,263.0 $365K 0.06% NEW $288.81 +9.9%
191 BAC BANK AMERICA CORP Financial Services 6,475.0 $356K 0.06% NEW $55.00 -9.0%
192 WMT WALMART INC Consumer Defensive 3,150.0 $351K 0.06% NEW $111.43 +18.0%
193 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 564.0 $341K 0.06% NEW $604.04 +9.2%
194 DIA SPDR DOW JONES INDL AVERAGE Financial Services 684.0 $329K 0.06% NEW $480.75 +3.0%
195 SO SOUTHERN CO Utilities 3,714.0 $324K 0.06% NEW $87.20 +6.1%
196 DUK DUKE ENERGY CORP NEW Utilities 2,754.0 $323K 0.06% NEW $117.24 +4.0%
197 VMBS VANGUARD SCOTTSDALE FDS 6,745.0 $318K 0.06% NEW $47.08 -1.5%
198 QQQJ INVESCO EXCH TRADED FD TR II 8,611.0 $317K 0.06% NEW $36.85 +11.7%
199 CPSJ CALAMOS ETF TR 11,560.0 $311K 0.05% NEW $26.89 +2.2%
200 ROL ROLLINS INC Consumer Cyclical 5,064.0 $304K 0.05% NEW $60.02 -9.6%
Page 10 of 13  ·  251 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 44.3%
Technology 18.0%
Communication Services 10.4%
Industrials 8.0%
Healthcare 5.9%
Consumer Cyclical 5.0%
Energy 3.2%
Consumer Defensive 2.7%
Real Estate 1.7%
Utilities 0.5%