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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JP MORGAN CHASE & CO 3,080.0 $1.0M 0.12% -180.0 -5.5% $327.39
22 LLY ELI LILLY AND CO Healthcare 714.0 $856K 0.10% -34.0 -4.5% $1199.53 +3.7%
23 IBM INTERNATIONAL BUSINESS MACHINES Technology 2,914.0 $820K 0.10% -100.0 -3.3% $281.25 -16.9%
24 FISV FISERV INC Technology 16,445.0 $807K 0.09% -543.0 -3.2% $49.05 +4.8%
25 LNT ALLIANT ENERGY CORP Utilities 9,805.0 $748K 0.09% -905.0 -8.4% $76.30 -9.0%
26 AVGO BROADCOM INC Technology 1,920.0 $726K 0.08% -443.0 -18.8% $377.92 -3.7%
27 V VISA INC Financial Services 2,041.0 $700K 0.08% -344.0 -14.4% $343.21 +6.6%
28 CVX CHEVRON CORP Energy 3,656.0 $606K 0.07% -25.0 -0.7% $165.79 +24.1%
29 HON HONEYWELL INTL INC Industrials 2,613.0 $585K 0.07% -3K -53.4% $223.90 -2.5%
30 META META PLATFORMS INC Communication Services 1,006.0 $567K 0.07% -52.0 -4.9% $563.60 -3.2%
31 JCI JOHNSON CONTROLS INTL Industrials 3,677.0 $537K 0.06% -20.0 -0.5% $146.12 -2.0%
32 KMI KINDER MORGAN INC Energy 15,387.0 $492K 0.06% -265.0 -1.7% $31.97 -1.1%
33 SPMO INVESCO 2,872.0 $464K 0.05% -308.0 -9.7% $161.58 -8.2%
34 GLD SPDR SERIES TRUST Financial Services 1,206.0 $444K 0.05% -137.0 -10.2% $368.38 +12.7%
35 MTG MGIC INV CORP Financial Services 15,315.0 $432K 0.05% -14K -47.8% $28.20 +8.9%
36 DGRO ISHARES TR 5,439.0 $412K 0.05% -315.0 -5.5% $75.80 +4.5%
37 ABT ABBOTT LABORATORIES Healthcare 4,498.0 $408K 0.05% -475.0 -9.6% $90.74 +25.8%
38 RTX RTX CORP Industrials 2,122.0 $403K 0.05% -447.0 -17.4% $189.80 +11.9%
39 MCD MCDONALDS CORP Consumer Cyclical 1,453.0 $393K 0.05% -67.0 -4.4% $270.33 -0.4%
40 ADI ANALOG DEVICES INC Technology 907.0 $360K 0.04% -312.0 -25.6% $397.39 -6.8%
Page 2 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%