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Portfolio (Quarterly) Guide ↗

Ellenbecker Investment Group

· CIK 0001731497
13F Portfolio $715M AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 1,430.0 $437K 0.06% NEW $305.76 -8.9%
82 SCHP SCHWAB US 16,161.0 $428K 0.06% NEW $26.49 -0.0%
83 KMI KINDER MORGAN INC Energy 15,387.0 $423K 0.06% NEW $27.49 +14.9%
84 VOO VANGUARD 659.0 $414K 0.06% NEW $627.78 +9.6%
85 DGRO ISHARES TR 5,913.0 $411K 0.06% NEW $69.42 +7.8%
86 WFC WELLS FARGO & CO Financial Services 4,278.0 $399K 0.06% NEW $93.22 -11.8%
87 NFLX NETFLIX INC Communication Services 4,176.0 $392K 0.06% NEW $93.76 -17.5%
88 SPMO INVESCO 3,171.0 $378K 0.05% NEW $119.36 +34.0%
89 XVV ISHARES TR 7,071.0 $373K 0.05% NEW $52.70 +8.2%
90 EAGG ISHARES TR 7,375.0 $353K 0.05% NEW $47.86 -1.1%
91 PG PROCTOR & GAMBLE COMPANY Consumer Defensive 2,404.0 $345K 0.05% NEW $143.36 +4.9%
92 VTI VANGUARD 1,002.0 $336K 0.05% NEW $335.27 +10.4%
93 IVW ISHARES TR 2,694.0 $332K 0.05% NEW $123.30 +11.9%
94 KLAC KLA CORP Technology 272.0 $331K 0.05% NEW $1217.40 -78.7%
95 UCON FIRST TRUST 12,901.0 $325K 0.04% NEW $25.17 -1.0%
96 USB US BANCORP Financial Services 5,891.0 $314K 0.04% NEW $53.37 +8.9%
97 APG API GROUP CORP Industrials 8,135.0 $311K 0.04% NEW $38.26 +11.2%
98 SCHX SCHWAB US 11,294.0 $304K 0.04% NEW $26.91 +9.6%
99 UNP UNION PACIFIC CORP Industrials 1,276.0 $295K 0.04% NEW $231.32 +11.0%
100 AMAT APPLIED MATERIALS INC Technology 1,113.0 $286K 0.04% NEW $257.18 +140.0%
Page 5 of 7  ·  132 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 32.1%
Financial Services 14.1%
Consumer Defensive 13.2%
Industrials 10.8%
Healthcare 7.8%
Consumer Cyclical 6.9%
Communication Services 5.5%
Utilities 4.8%
Energy 3.8%
Basic Materials 0.6%