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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 14 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NDSN NORDSON CORP Industrials 760.0 $202K 0.04% NEW $266.06 +5.3%
262 FMB FIRST TR EXCH TRADED FD III 3,984.0 $202K 0.04% +36.0 +0.9% $50.66 +0.3%
263 TTC TORO CO Industrials 2,148.0 $201K 0.04% NEW $93.44 -4.3%
264 JPIE J P MORGAN EXCHANGE TRADED F 4,346.0 $200K 0.04% NEW $46.07 -0.5%
265 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 17,014.0 $196K 0.03% NEW $11.50 +3.1%
266 APLE APPLE HOSPITALITY REIT INC Real Estate 16,404.0 $189K 0.03% -1K -5.9% $11.51 +19.5%
267 EVV EATON VANCE LIMITED DURATION Financial Services 10,896.0 $103K 0.02% +735.0 +7.2% $9.45 -2.8%
268 ELDN ELEDON PHARMACEUTICALS INC Healthcare 10,000.0 $31K 0.01% NEW $3.08 +23.4%
Page 14 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%