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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 8 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IHAK ISHARES TR 15,129.0 $660K 0.12% +180.0 +1.2% $43.65 +19.5%
142 ITW ILLINOIS TOOL WKS INC Industrials 2,525.0 $657K 0.11% $260.32 -3.7%
143 PPI INVESTMENT MANAGERS SER TR I 31,231.0 $650K 0.11% -489.0 -1.5% $20.80 +4.3%
144 IWV ISHARES TR 1,748.0 $648K 0.11% $370.88 +12.7%
145 SYK STRYKER CORPORATION Healthcare 1,854.0 $609K 0.11% $328.74 -7.1%
146 HON HONEYWELL INTL INC Industrials 2,654.0 $600K 0.10% +320.0 +13.7% $226.09 -3.7%
147 BND VANGUARD BD INDEX FDS 8,109.0 $597K 0.10% +3K +58.9% $73.64 -1.2%
148 AMAT APPLIED MATLS INC Technology 1,735.0 $593K 0.10% $341.94 +27.7%
149 SDY SPDR SERIES TRUST 4,021.0 $587K 0.10% -90.0 -2.2% $145.97 +0.1%
150 IBDU ISHARES TR 23,862.0 $555K 0.10% +2K +8.0% $23.26 -0.7%
151 IBDR ISHARES TR 22,698.0 $550K 0.10% NEW $24.24 -0.1%
152 ISHARES TR 24,007.0 $550K 0.10% NEW $22.92
153 IBB ISHARES TR 3,255.0 $550K 0.10% +59.0 +1.9% $168.87 -1.2%
154 IEMG ISHARES INC 7,829.0 $546K 0.10% +167.0 +2.2% $69.76 +14.0%
155 BOTZ GLOBAL X FDS 16,154.0 $537K 0.09% -133.0 -0.8% $33.22 +21.1%
156 TNA DIREXION SHARES ETF TRUST 11,990.0 $529K 0.09% -4K -23.3% $44.13 +37.0%
157 AXP AMERICAN EXPRESS CO Financial Services 1,743.0 $527K 0.09% $302.55 +3.6%
158 T AT&T INC Communication Services 18,068.0 $524K 0.09% +3K +20.8% $28.99 -14.9%
159 IBDV ISHARES TR 23,359.0 $511K 0.09% +3K +13.4% $21.89 -0.8%
160 XHLF BONDBLOXX ETF TRUST 10,159.0 $511K 0.09% -54.0 -0.5% $50.33 -0.2%
Page 8 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%