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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 13 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FISV FISERV INC Technology 4,288.0 $239K 0.04% $55.80 -4.2%
242 XONE BONDBLOXX ETF TRUST 4,799.0 $238K 0.04% NEW $49.52 -0.3%
243 MCD MCDONALDS CORP Consumer Cyclical 750.0 $233K 0.04% +5.0 +0.7% $311.00 -11.6%
244 HELO J P MORGAN EXCHANGE TRADED F 3,602.0 $230K 0.04% +357.0 +11.0% $63.93 +5.9%
245 ET ENERGY TRANSFER L P Energy 11,874.0 $229K 0.04% -3K -22.2% $19.30 +5.5%
246 MO ALTRIA GROUP INC Consumer Defensive 3,472.0 $229K 0.04% -741.0 -17.6% $66.00 +9.7%
247 VPU VANGUARD WORLD FD 1,135.0 $225K 0.04% +7.0 +0.6% $198.14 -4.0%
248 ADI ANALOG DEVICES INC Technology 706.0 $225K 0.04% NEW $318.39 +31.1%
249 PNC PNC FINL SVCS GROUP INC Financial Services 1,070.0 $223K 0.04% +17.0 +1.6% $208.13 +2.6%
250 VHT VANGUARD WORLD FD 816.0 $222K 0.04% -224.0 -21.5% $272.39 -0.6%
251 INTC INTEL CORP Technology 5,020.0 $222K 0.04% NEW $44.13 +162.7%
252 PSX PHILLIPS 66 Energy 1,180.0 $215K 0.04% NEW $182.27 -5.9%
253 SPIP SPDR SERIES TRUST 8,136.0 $212K 0.04% $26.01 -0.4%
254 VSS VANGUARD INTL EQUITY INDEX F 1,448.0 $211K 0.04% NEW $145.88 +8.0%
255 VONE VANGUARD SCOTTSDALE FDS 715.0 $211K 0.04% +46.0 +6.9% $295.22 +12.8%
256 C CITIGROUP INC Financial Services 1,848.0 $210K 0.04% -82.0 -4.2% $113.43 +8.8%
257 UPS UNITED PARCEL SVCS INC Industrials 2,111.0 $208K 0.04% -450.0 -17.6% $98.39 +0.0%
258 NUVEEN PA INVT QUALITY MUN F 17,374.0 $207K 0.04% NEW $11.93
259 NFLX NETFLIX INC. Communication Services 2,107.0 $203K 0.04% NEW $96.15 -9.6%
260 XVV ISHARES TR 4,113.0 $202K 0.04% NEW $49.23 +14.7%
Page 13 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%