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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 9 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM INTERNATIONAL BUSINESS MACHS Technology 1,660.0 $492K 0.09% NEW $296.38 -25.2%
162 IWD ISHARES TR 2,326.0 $489K 0.09% NEW $210.35 +10.3%
163 SPXL DIREXION SHS ETF TR 2,208.0 $487K 0.09% NEW $220.68 +19.7%
164 STIP ISHARES TR 4,747.0 $486K 0.09% NEW $102.40 +1.1%
165 VGT VANGUARD WORLD FD 623.0 $470K 0.08% NEW $754.21 -85.2%
166 ABT ABBOTT LABS Healthcare 3,744.0 $469K 0.08% NEW $125.32 -30.8%
167 HON HONEYWELL INTL INC Industrials 2,334.0 $456K 0.08% NEW $195.17 +11.2%
168 IBDV ISHARES TR 20,593.0 $454K 0.08% NEW $22.07 -1.7%
169 CEG CONSTELLATION ENERGY CORP Utilities 1,280.0 $452K 0.08% NEW $353.49 -26.0%
170 VTEB VANGUARD MUN BD FDS 8,922.0 $449K 0.08% NEW $50.29 -0.9%
171 V VISA INC Financial Services 1,279.0 $449K 0.08% NEW $350.74 -5.8%
172 AMAT APPLIED MATLS INC Technology 1,728.0 $444K 0.08% NEW $257.08 +61.0%
173 IBDT ISHARES TR 17,292.0 $440K 0.08% NEW $25.46 -1.0%
174 IYR ISHARES TR 4,661.0 $438K 0.08% NEW $93.91 +7.2%
175 VTI VANGUARD INDEX FDS 1,297.0 $435K 0.08% NEW $335.46 +7.8%
176 IUSV ISHARES TR 4,208.0 $432K 0.07% NEW $102.55 +5.7%
177 IBDW ISHARES TR 20,261.0 $429K 0.07% NEW $21.15 -2.0%
178 XLB SELECT SECTOR SPDR TR 9,439.0 $428K 0.07% NEW $45.35 +11.0%
179 AFL AFLAC INC Financial Services 3,844.0 $424K 0.07% NEW $110.28 +7.1%
180 MUB ISHARES TR 3,913.0 $419K 0.07% NEW $107.12 -1.0%
Page 9 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%