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Portfolio (Quarterly) Guide ↗

Ellenbecker Investment Group

· CIK 0001731497
13F Portfolio $860M AUM 149 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 51 Added 55 Reduced 6 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 281,564.0 $210.9M 24.51% -4K -1.5% $748.89 +3.2%
2 VB VANGUARD INDEX FDS 199,894.0 $60.6M 7.04% -7K -3.6% $303.12 +0.9%
3 IJR ISHARES TR 66,424.0 $9.9M 1.15% -1K -1.9% $148.31 -0.3%
4 SPY SPDR SERIES TRUST Financial Services 9,722.0 $7.3M 0.84% -388.0 -3.8% $746.77 +3.0%
5 CAT CATERPILLAR INC Industrials 4,396.0 $4.7M 0.54% -634.0 -12.6% $1065.05 -23.4%
6 MSFT MICROSOFT CORP Technology 10,768.0 $4.0M 0.47% -297.0 -2.7% $373.04 +29.8%
7 PM PHILIP MORRIS INTL INC Consumer Defensive 21,001.0 $3.8M 0.44% -786.0 -3.6% $180.91 +5.0%
8 SCHD SCHWAB US 106,722.0 $3.4M 0.39% -2K -1.9% $31.71 +10.7%
9 IWR ISHARES TR 22,083.0 $2.4M 0.28% -318.0 -1.4% $110.32 +3.0%
10 MO ALTRIA GROUP INC Consumer Defensive 31,267.0 $2.2M 0.26% -248.0 -0.8% $71.95 -8.2%
11 SDY SPDR SERIES TRUST 14,589.0 $2.2M 0.26% -439.0 -2.9% $152.19 +4.5%
12 VV VANGUARD 5,461.0 $1.9M 0.22% -764.0 -12.3% $343.96 +3.0%
13 IWM ISHARES TR 5,792.0 $1.7M 0.20% -31.0 -0.5% $300.48 +0.4%
14 UNH UNITEDHEALTH GROUP INC Healthcare 3,571.0 $1.5M 0.17% -178.0 -4.8% $415.64 -6.5%
15 ABBV ABBVIE INC Healthcare 5,702.0 $1.4M 0.17% -186.0 -3.2% $251.66 +5.7%
16 USRT ISHARES TR 18,594.0 $1.2M 0.14% -1K -5.7% $66.45 +1.0%
17 VEU VANGUARD INTL EQUITY INDEX F 14,405.0 $1.2M 0.14% -877.0 -5.7% $83.75 +1.4%
18 XOM EXXON MOBIL CORP Energy 8,028.0 $1.1M 0.13% -384.0 -4.6% $136.73 +20.5%
19 ETN EATON CORP PLC Industrials 2,478.0 $1.1M 0.12% -236.0 -8.7% $426.12 -0.3%
20 DFIV DIMENSIONAL 18,747.0 $1.0M 0.12% -710.0 -3.6% $54.02 +7.0%
Page 1 of 3  ·  55 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 30.1%
Industrials 15.6%
Financial Services 13.1%
Consumer Defensive 12.6%
Healthcare 7.7%
Consumer Cyclical 6.2%
Communication Services 5.2%
Utilities 4.8%
Energy 3.8%
Basic Materials 0.6%