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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 37,671.0 $9.6M 1.29% -1K -2.6% $253.79 +17.4%
2 SPY SPDR SERIES TRUST Financial Services 10,110.0 $6.6M 0.89% -154.0 -1.5% $650.37 +14.8%
3 PM PHILIP MORRIS INTL INC Consumer Defensive 21,787.0 $3.6M 0.48% -1K -4.8% $165.34 +7.9%
4 CAT CATERPILLAR INC Industrials 5,030.0 $3.6M 0.48% -462.0 -8.4% $708.49 +39.1%
5 IWR ISHARES TR 22,401.0 $2.2M 0.29% -278.0 -1.2% $97.23 +11.6%
6 MO ALTRIA GROUP INC Consumer Defensive 31,515.0 $2.1M 0.28% -1K -4.4% $65.99 +4.7%
7 VV VANGUARD 6,225.0 $1.9M 0.25% -549.0 -8.1% $298.87 +15.4%
8 AMZN AMAZON.COM INC Consumer Cyclical 8,787.0 $1.8M 0.25% -78.0 -0.9% $208.27 +17.3%
9 WMT WAL-MART STORES INC Consumer Defensive 14,314.0 $1.8M 0.24% -161.0 -1.1% $124.29 -5.7%
10 IWM ISHARES TR 5,823.0 $1.4M 0.19% -156.0 -2.6% $248.01 +19.2%
11 USRT ISHARES TR 19,719.0 $1.2M 0.16% -1K -5.2% $59.19 +9.2%
12 VEU VANGUARD INTL EQUITY INDEX F 15,282.0 $1.1M 0.15% -751.0 -4.7% $75.10 +13.1%
13 BND VANGUARD INDEX FDS 13,236.0 $975K 0.13% -1K -9.8% $73.64 -0.4%
14 ETN EATON CORP PLC Industrials 2,714.0 $971K 0.13% -97.0 -3.5% $357.74 +17.9%
15 JP MORGAN CHASE & CO 3,260.0 $959K 0.13% -444.0 -12.0% $294.21
16 FISV FISERV INC Technology 16,988.0 $948K 0.13% -316.0 -1.8% $55.80 -14.2%
17 IBM INTERNATIONAL BUSINESS MACHINES Technology 3,014.0 $731K 0.10% -161.0 -5.1% $242.44 +2.7%
18 LLY ELI LILLY AND CO Healthcare 748.0 $689K 0.09% -31.0 -4.0% $920.80 +19.3%
19 META META PLATFORMS INC Communication Services 1,058.0 $605K 0.08% -171.0 -13.9% $572.17 +0.9%
20 T AT&T INC Communication Services 18,123.0 $525K 0.07% -645.0 -3.4% $28.99 -24.1%
Page 1 of 2  ·  34 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%