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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 8 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITW ILLINOIS TOOL WKS INC Industrials 2,522.0 $621K 0.11% NEW $246.35 +1.4%
142 O REALTY INCOME CORP Real Estate 10,805.0 $609K 0.11% NEW $56.37 +9.2%
143 CSCO CISCO SYS INC Technology 7,766.0 $598K 0.10% NEW $77.04 +52.5%
144 PPI INVESTMENT MANAGERS SER TR I 31,720.0 $591K 0.10% NEW $18.63 +16.4%
145 BOTZ GLOBAL X FDS 16,287.0 $590K 0.10% NEW $36.23 +9.8%
146 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,739.0 $590K 0.10% NEW $76.24 -12.7%
147 FICO FAIR ISAAC CORP Technology 348.0 $588K 0.10% NEW $1690.62 -31.0%
148 FAS DIREXION SHS ETF TR 3,458.0 $582K 0.10% NEW $168.35 -21.3%
149 SDY SPDR SERIES TRUST 4,111.0 $572K 0.10% NEW $139.17 +5.8%
150 ARTY ISHARES TR 11,702.0 $564K 0.10% NEW $48.18 +33.1%
151 SHYM BLACKROCK ETF TRUST II 25,097.0 $558K 0.10% NEW $22.22 -0.5%
152 DIS DISNEY WALT CO Communication Services 4,898.0 $557K 0.10% NEW $113.78 -8.6%
153 VEU VANGUARD INTL EQUITY INDEX F 7,421.0 $546K 0.10% NEW $73.57 +10.4%
154 IBB ISHARES TR 3,196.0 $540K 0.09% NEW $168.81 -2.6%
155 TOL TOLL BROTHERS INC Consumer Cyclical 3,851.0 $521K 0.09% NEW $135.24 -6.1%
156 IBDU ISHARES TR 22,094.0 $517K 0.09% NEW $23.41 -1.3%
157 IEMG ISHARES INC 7,662.0 $515K 0.09% NEW $67.22 +17.9%
158 BLK BLACKROCK INC Financial Services 479.0 $513K 0.09% NEW $1071.70 +1.3%
159 XHLF BONDBLOXX ETF TRUST 10,213.0 $513K 0.09% NEW $50.25 +0.0%
160 IAT ISHARES TR 8,935.0 $493K 0.09% NEW $55.15 +1.5%
Page 8 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%