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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 11 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBM INTERNATIONAL BUSINESS MACHS Technology 1,421.0 $345K 0.06% -239.0 -14.4% $242.50 -10.0%
202 CSRE COHEN & STEERS ETF TRUST 12,824.0 $337K 0.06% NEW $26.28 +6.5%
203 WFC WELLS FARGO & CO Financial Services 4,171.0 $332K 0.06% $79.62 -7.3%
204 XBI SPDR SERIES TRUST 2,559.0 $327K 0.06% +316.0 +14.1% $127.75 +2.3%
205 DUK DUKE ENERGY CORP NEW Utilities 2,470.0 $323K 0.06% -284.0 -10.3% $130.97 -5.1%
206 JPM JPMORGAN CHASE & CO Financial Services 1,081.0 $318K 0.06% +455.0 +72.7% $294.22 +1.9%
207 ANNALY CAPITAL MANAGEMENT IN 14,992.0 $317K 0.06% NEW $21.15
208 BAC BANK AMERICA CORP Financial Services 6,433.0 $314K 0.05% -42.0 -0.7% $48.76 +2.1%
209 BTZ BLACKROCK CR ALLOCATION Financial Services 30,948.0 $313K 0.05% -4K -10.7% $10.10 -1.0%
210 CMI CUMMINS INC Industrials 580.0 $313K 0.05% $538.92 +32.9%
211 CPSJ CALAMOS ETF TR 11,560.0 $311K 0.05% $26.87 +2.3%
212 QQQJ INVESCO EXCH TRADED FD TR II 8,535.0 $309K 0.05% -76.0 -0.9% $36.21 +14.3%
213 SPXL DIREXION SHARES ETF TRUST 1,660.0 $307K 0.05% -548.0 -24.8% $184.96 +44.1%
214 IGV ISHARES TR 3,685.0 $295K 0.05% $80.05 +14.7%
215 IWN ISHARES TR 1,529.0 $290K 0.05% -27.0 -1.7% $189.65 +8.6%
216 DIA STATE STR SPDR DOW JONES IND Financial Services 624.0 $289K 0.05% -60.0 -8.8% $463.63 +6.8%
217 DFIV DIMENSIONAL ETF TRUST 5,464.0 $288K 0.05% +676.0 +14.1% $52.79 +3.9%
218 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,683.0 $284K 0.05% +896.0 +23.7% $60.66 -6.0%
219 UGI UGI CORP NEW Utilities 7,743.0 $282K 0.05% +1K +16.0% $36.42 -6.6%
220 ICF ISHARES TR 4,512.0 $279K 0.05% $61.90 +6.7%
Page 11 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%