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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 9 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FLOT ISHARES TR 10,026.0 $511K 0.09% NEW $50.95 -0.0%
162 VMBS VANGUARD SCOTTSDALE FDS 10,772.0 $506K 0.09% +4K +59.7% $46.95 -1.3%
163 DIS DISNEY WALT CO Communication Services 5,216.0 $503K 0.09% +318.0 +6.5% $96.39 +9.4%
164 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,457.0 $499K 0.09% +718.0 +9.3% $59.04 +20.1%
165 IWD ISHARES TR 2,321.0 $496K 0.09% $213.67 +8.7%
166 ARTY ISHARES TR 10,497.0 $488K 0.09% -1K -10.3% $46.53 +41.4%
167 STIP ISHARES TR 4,655.0 $482K 0.08% -92.0 -1.9% $103.44 +0.1%
168 IBDT ISHARES TR 18,896.0 $479K 0.08% +2K +9.3% $25.33 -0.5%
169 LMT LOCKHEED MARTIN CORP Industrials 779.0 $471K 0.08% +175.0 +29.0% $605.11 -14.0%
170 IBDW ISHARES TR 22,187.0 $464K 0.08% +2K +9.5% $20.93 -0.9%
171 JMST J P MORGAN EXCHANGE TRADED F 9,070.0 $462K 0.08% +4K +80.6% $50.98 -0.2%
172 ETN EATON CORP PLC Industrials 1,269.0 $454K 0.08% +434.0 +52.0% $357.67 +14.1%
173 BLK BLACKROCK INC Financial Services 466.0 $449K 0.08% -13.0 -2.7% $963.24 +12.3%
174 VTEB VANGUARD MUN BD FDS 8,970.0 $448K 0.08% +48.0 +0.5% $49.89 -0.1%
175 FUTY FIDELITY COVINGTON TRUST 7,521.0 $444K 0.08% +342.0 +4.8% $59.07 -4.0%
176 IYR ISHARES TR 4,673.0 $442K 0.08% $94.57 +5.5%
177 VZ VERIZON COMMUNICATIONS INC Communication Services 8,687.0 $436K 0.08% NEW $50.20 -6.3%
178 VGT VANGUARD WORLD FD 623.0 $435K 0.08% $698.75 -83.8%
179 IUSV ISHARES TR 4,219.0 $431K 0.07% $102.26 +5.7%
180 IAT ISHARES TR 7,985.0 $430K 0.07% -950.0 -10.6% $53.84 +2.9%
Page 9 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%