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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 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PM PHILIP MORRIS INTL INC Consumer Defensive 21,787.0 $3.6M 0.48% -1K -4.8% $165.34 +7.9%
22 CAT CATERPILLAR INC Industrials 5,030.0 $3.6M 0.48% -462.0 -8.4% $708.49 +39.1%
23 SCHD SCHWAB US 108,794.0 $3.3M 0.45% $30.68 +3.8%
24 WEC WEC ENERGY GROUP INC Utilities 21,492.0 $2.5M 0.34% +168.0 +0.8% $115.77 -3.1%
25 SDY SPDR SERIES TRUST 15,028.0 $2.2M 0.29% $145.94 +3.1%
26 IWR ISHARES TR 22,401.0 $2.2M 0.29% -278.0 -1.2% $97.23 +11.6%
27 MO ALTRIA GROUP INC Consumer Defensive 31,515.0 $2.1M 0.28% -1K -4.4% $65.99 +4.7%
28 VV VANGUARD 6,225.0 $1.9M 0.25% -549.0 -8.1% $298.87 +15.4%
29 AMZN AMAZON.COM INC Consumer Cyclical 8,787.0 $1.8M 0.25% -78.0 -0.9% $208.27 +17.3%
30 PULS PGIM INVESTMENTS 36,855.0 $1.8M 0.25% +9K +34.4% $49.50 +0.3%
31 WMT WAL-MART STORES INC Consumer Defensive 14,314.0 $1.8M 0.24% -161.0 -1.1% $124.29 -5.7%
32 BERKSHIRE HATHAWAY INC CL B 3,126.0 $1.5M 0.20% $479.20
33 IWM ISHARES TR 5,823.0 $1.4M 0.19% -156.0 -2.6% $248.01 +19.2%
34 XOM EXXON MOBIL CORP Energy 8,412.0 $1.4M 0.19% +46.0 +0.6% $169.66 -18.8%
35 GOOG ALPHABET INC CLASS C Communication Services 4,865.0 $1.4M 0.19% +335.0 +7.4% $286.86 +28.1%
36 ABBV ABBVIE INC Healthcare 5,888.0 $1.3M 0.17% +279.0 +5.0% $217.50 -0.5%
37 HON HONEYWELL INTL INC Industrials 5,603.0 $1.3M 0.17% +116.0 +2.1% $226.04 +1.3%
38 USRT ISHARES TR 19,719.0 $1.2M 0.16% -1K -5.2% $59.19 +9.2%
39 VEU VANGUARD INTL EQUITY INDEX F 15,282.0 $1.1M 0.15% -751.0 -4.7% $75.10 +13.1%
40 IEFA ISHARES TR 12,288.0 $1.1M 0.15% $90.53 +7.5%
Page 2 of 7  ·  134 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%