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Portfolio (Quarterly) Guide ↗

Ellenbecker Investment Group

· CIK 0001731497
13F Portfolio $743M AUM 134 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 59 Added 34 Reduced 6 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 5,888.0 $1.3M 0.17% +279.0 +5.0% $217.50 -0.5%
22 HON HONEYWELL INTL INC Industrials 5,603.0 $1.3M 0.17% +116.0 +2.1% $226.04 +1.3%
23 JNJ JOHNSON & JOHNSON Healthcare 4,438.0 $1.1M 0.15% +116.0 +2.7% $244.48 -6.6%
24 UNH UNITEDHEALTH GROUP INC Healthcare 3,749.0 $1.0M 0.14% +46.0 +1.2% $270.66 +48.1%
25 PEP PEPSICO INC Consumer Defensive 6,383.0 $991K 0.13% +790.0 +14.1% $155.30 -8.6%
26 GOOGL ALPHABET INC CLASS A Communication Services 3,433.0 $987K 0.13% +196.0 +6.0% $287.62 +28.0%
27 MRK MERCK & CO INC Healthcare 7,514.0 $904K 0.12% +561.0 +8.1% $120.30 -5.3%
28 MTG MGIC INV CORP Financial Services 29,310.0 $769K 0.10% +10K +49.5% $26.25 -0.7%
29 LNT ALLIANT ENERGY CORP Utilities 10,710.0 $769K 0.10% +2K +22.2% $71.77 +1.7%
30 CVX CHEVRON CORP Energy 3,681.0 $762K 0.10% +149.0 +4.2% $206.91 -16.1%
31 VTI VANGUARD 2,326.0 $746K 0.10% +1K +132.1% $320.89 +15.3%
32 AVGO BROADCOM INC Technology 2,363.0 $732K 0.10% +157.0 +7.1% $309.57 +32.9%
33 V VISA INC Financial Services 2,385.0 $721K 0.10% +247.0 +11.6% $302.24 +8.3%
34 HD HOME DEPOT INC Consumer Cyclical 2,177.0 $716K 0.10% +96.0 +4.6% $328.89 +1.6%
35 COST COSTCO WHOLESALE CORP Consumer Defensive 615.0 $613K 0.08% +22.0 +3.7% $996.75 -4.5%
36 GLD SPDR SERIES TRUST Financial Services 1,343.0 $578K 0.08% +22.0 +1.7% $430.29 -10.0%
37 KMI KINDER MORGAN INC Energy 15,652.0 $525K 0.07% +265.0 +1.7% $33.53 -5.8%
38 RTX RTX CORP Industrials 2,569.0 $496K 0.07% +168.0 +7.0% $192.92 -3.8%
39 VONG VANGUARD 4,514.0 $495K 0.07% +548.0 +13.8% $109.71 +15.6%
40 ORCL ORACLE CORP Technology 3,275.0 $482K 0.07% +185.0 +6.0% $147.11 +25.3%
Page 2 of 3  ·  59 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
Technology 27.4%
Industrials 15.7%
Consumer Defensive 13.5%
Financial Services 13.2%
Healthcare 7.4%
Consumer Cyclical 6.2%
Utilities 5.5%
Energy 5.1%
Communication Services 5.0%
Basic Materials 0.7%