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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 7 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RPM RPM INTL INC Basic Materials 8,039.0 $836K 0.15% NEW $104.01 -6.1%
122 XSOE WISDOMTREE TR 21,328.0 $832K 0.14% NEW $39.02 +18.4%
123 EFAV ISHARES TR 9,562.0 $825K 0.14% NEW $86.26 +5.9%
124 COWG PACER FDS TR 23,408.0 $824K 0.14% NEW $35.21 +5.3%
125 DIGITALBRIDGE GROUP INC 53,241.0 $817K 0.14% NEW $15.34
126 ITA ISHARES TR 3,606.0 $774K 0.14% NEW $214.72 +2.0%
127 KO COCA COLA CO Consumer Defensive 11,053.0 $773K 0.14% NEW $69.91 +15.6%
128 EPD ENTERPRISE PRODS PARTNERS L Energy 23,695.0 $760K 0.13% NEW $32.06 +23.8%
129 HTEC EXCHANGE TRADED CONCEPTS TRU 20,544.0 $726K 0.13% NEW $35.32 -6.4%
130 IHAK ISHARES TR 14,949.0 $719K 0.12% NEW $48.12 +11.0%
131 QQQI NEOS ETF TRUST 13,337.0 $718K 0.12% NEW $53.86 +4.3%
132 TNA DIREXION SHS ETF TR 15,633.0 $712K 0.12% NEW $45.54 +30.4%
133 IJT ISHARES TR 4,983.0 $703K 0.12% NEW $141.17 +12.4%
134 IWM ISHARES TR 2,850.0 $702K 0.12% NEW $246.19 +12.0%
135 IWV ISHARES TR 1,747.0 $676K 0.12% NEW $386.93 +7.7%
136 VIG VANGUARD SPECIALIZED FUNDS 3,034.0 $667K 0.12% NEW $219.81 +4.4%
137 BA BOEING CO Industrials 3,060.0 $664K 0.12% NEW $217.12 +0.4%
138 SYK STRYKER CORPORATION Healthcare 1,855.0 $652K 0.11% NEW $351.58 -11.6%
139 AXP AMERICAN EXPRESS CO Financial Services 1,741.0 $644K 0.11% NEW $370.12 -15.4%
140 CVX CHEVRON CORP NEW Energy 4,206.0 $641K 0.11% NEW $152.43 +27.7%
Page 7 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%