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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APG API GROUP CORP Industrials 8,364.0 $354K 0.04% -77.0 -0.9% $42.35 -1.0%
42 IVW ISHARES TR 2,507.0 $345K 0.04% -189.0 -7.0% $137.54 +0.6%
43 MDLZ MONDELEZ INTL INC Consumer Defensive 5,794.0 $335K 0.04% -161.0 -2.7% $57.85 +10.9%
44 UNP UNION PACIFIC CORP Industrials 1,229.0 $334K 0.04% -31.0 -2.5% $272.14 +11.7%
45 LIN LINDE PLC Basic Materials 631.0 $328K 0.04% -21.0 -3.2% $519.14 -7.3%
46 BND VANGUARD INDEX FDS 4,365.0 $321K 0.04% -9K -67.0% $73.43 -1.5%
47 UCON FIRST TRUST 12,053.0 $300K 0.04% -913.0 -7.0% $24.88 -1.0%
48 DFAT DIMENSIONAL 4,287.0 $300K 0.04% -288.0 -6.3% $69.91 +1.8%
49 SRE SEMPRA ENERGY Utilities 3,191.0 $296K 0.03% -33.0 -1.0% $92.73 -5.8%
50 EFIV SPDR SERIES TRUST 3,999.0 $292K 0.03% -8K -65.9% $72.95 +2.4%
51 SCHX SCHWAB US 9,551.0 $281K 0.03% -1K -13.3% $29.43 +2.2%
52 DE DEERE & CO Industrials 424.0 $270K 0.03% -69.0 -14.0% $635.63 -2.3%
53 AXP AMERICAN EXPRESS CO Financial Services 749.0 $254K 0.03% -28.0 -3.6% $338.63 -2.2%
54 HYG ISHARES TR 2,866.0 $229K 0.03% -4K -55.2% $79.99 -0.5%
55 LOW LOWE'S COMPANIES INC Consumer Cyclical 988.0 $218K 0.03% -244.0 -19.8% $220.58 -1.5%
Page 3 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%