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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 12 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MO ALTRIA GROUP INC Consumer Defensive 4,213.0 $243K 0.04% NEW $57.67 +25.6%
222 SCZ ISHARES TR 3,084.0 $239K 0.04% NEW $77.55 +8.6%
223 DFIV DIMENSIONAL ETF TRUST 4,788.0 $239K 0.04% NEW $49.90 +9.9%
224 VEA VANGUARD TAX-MANAGED FDS 3,708.0 $232K 0.04% NEW $62.47 +10.6%
225 MCD MCDONALDS CORP Consumer Cyclical 745.0 $228K 0.04% NEW $305.76 -10.1%
226 RSP INVESCO EXCHANGE TRADED FD T 1,183.0 $227K 0.04% NEW $191.71 +5.1%
227 IYT ISHARES TR 3,042.0 $227K 0.04% NEW $74.51 +7.5%
228 C CITIGROUP INC Financial Services 1,930.0 $225K 0.04% NEW $116.72 +5.7%
229 IBHJ ISHARES TR 8,365.0 $223K 0.04% NEW $26.61 -1.3%
230 IBHI ISHARES TR 9,400.0 $222K 0.04% NEW $23.63 -1.4%
231 ISHARES TR 8,587.0 $222K 0.04% NEW $25.85
232 IBHH ISHARES TR 9,375.0 $222K 0.04% NEW $23.68 -0.9%
233 RBC RBC BEARINGS INC Industrials 491.0 $220K 0.04% NEW $448.43 +36.5%
234 PNC PNC FINL SVCS GROUP INC Financial Services 1,053.0 $220K 0.04% NEW $208.88 +2.2%
235 IWO ISHARES TR 680.0 $220K 0.04% NEW $323.14 +12.1%
236 HELO J P MORGAN EXCHANGE TRADED F 3,245.0 $216K 0.04% NEW $66.44 +1.9%
237 FYLD CAMBRIA ETF TR 6,516.0 $212K 0.04% NEW $32.49 +18.9%
238 TSLA TESLA INC Consumer Cyclical 468.0 $210K 0.04% NEW $449.72 -1.4%
239 SPIP SPDR SERIES TRUST 8,096.0 $210K 0.04% NEW $25.95 -0.1%
240 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,034.0 $210K 0.04% NEW $203.05 -2.8%
Page 12 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%