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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 10 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AFL AFLAC INC Financial Services 3,850.0 $422K 0.07% $109.71 +7.0%
182 FAS DIREXION SHARES ETF TRUST 3,560.0 $422K 0.07% +102.0 +3.0% $118.50 +11.0%
183 VTI VANGUARD INDEX FDS 1,304.0 $418K 0.07% +7.0 +0.5% $320.83 +13.0%
184 MUB ISHARES TR 3,934.0 $418K 0.07% +21.0 +0.5% $106.16 -0.0%
185 V VISA INC Financial Services 1,359.0 $411K 0.07% +80.0 +6.2% $302.25 +7.7%
186 NUKZ EXCHANGE TRADED CONCEPTS TRU 6,184.0 $407K 0.07% +219.0 +3.7% $65.78 +4.5%
187 SLB SLB LIMITED Energy 7,814.0 $402K 0.07% +269.0 +3.6% $51.39 +7.5%
188 IBHF ISHARES TR 17,425.0 $400K 0.07% NEW $22.95 -1.0%
189 TOL TOLL BROTHERS INC Consumer Cyclical 2,922.0 $399K 0.07% -929.0 -24.1% $136.49 -6.7%
190 ABT ABBOTT LABORATORIES Healthcare 3,877.0 $398K 0.07% +133.0 +3.5% $102.68 -17.3%
191 WMT WALMART INC Consumer Defensive 3,087.0 $384K 0.07% -63.0 -2.0% $124.28 +5.8%
192 RSPH INVESCO EXCHANGE TRADED FD T 12,675.0 $383K 0.07% $30.19 +0.7%
193 FICO FAIR ISAAC CORP Technology 348.0 $372K 0.06% $1067.54 +6.5%
194 SO SOUTHERN CO Utilities 3,752.0 $362K 0.06% +38.0 +1.0% $96.54 -4.2%
195 XLB SELECT SECTOR SPDR TR 7,233.0 $361K 0.06% -2K -23.4% $49.97 +0.2%
196 CEG CONSTELLATION ENERGY CORP Utilities 1,283.0 $359K 0.06% $279.43 -5.3%
197 WMB WILLIAMS COS INC Energy 4,865.0 $354K 0.06% +34.0 +0.7% $72.79 +6.0%
198 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,411.0 $354K 0.06% $250.64 +21.9%
199 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 563.0 $348K 0.06% $617.48 +6.9%
200 NSC NORFOLK SOUTHN CORP Industrials 1,206.0 $346K 0.06% -57.0 -4.5% $287.09 +10.5%
Page 10 of 14  ·  268 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%