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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 52,902.0 $4.3M 0.49% +39K +290.4% $80.57 +3.1%
22 AOM ISHARES TR 83,370.0 $4.2M 0.48% +2K +2.7% $49.89 +0.2%
23 MSFT MICROSOFT CORP Technology 10,768.0 $4.0M 0.47% -297.0 -2.7% $373.04 +29.8%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 21,001.0 $3.8M 0.44% -786.0 -3.6% $180.91 +5.0%
25 SCHD SCHWAB US 106,722.0 $3.4M 0.39% -2K -1.9% $31.71 +10.7%
26 PULS PGIM INVESTMENTS 56,449.0 $2.8M 0.33% +20K +53.2% $49.55 +0.2%
27 WEC WEC ENERGY GROUP INC Utilities 22,262.0 $2.6M 0.30% +770.0 +3.6% $116.77 -6.4%
28 IWR ISHARES TR 22,083.0 $2.4M 0.28% -318.0 -1.4% $110.32 +3.0%
29 MO ALTRIA GROUP INC Consumer Defensive 31,267.0 $2.2M 0.26% -248.0 -0.8% $71.95 -8.2%
30 SDY SPDR SERIES TRUST 14,589.0 $2.2M 0.26% -439.0 -2.9% $152.19 +4.5%
31 AMZN AMAZON.COM INC Consumer Cyclical 8,917.0 $2.1M 0.25% +130.0 +1.5% $238.34 +11.5%
32 VV VANGUARD 5,461.0 $1.9M 0.22% -764.0 -12.3% $343.96 +3.0%
33 IWM ISHARES TR 5,792.0 $1.7M 0.20% -31.0 -0.5% $300.48 +0.4%
34 GOOG ALPHABET INC CLASS C Communication Services 4,885.0 $1.7M 0.20% $353.39 -3.3%
35 BERKSHIRE HATHAWAY INC CL B 3,392.0 $1.7M 0.20% +266.0 +8.5% $500.39
36 WMT WAL-MART STORES INC Consumer Defensive 14,319.0 $1.6M 0.19% $113.27 +0.9%
37 UNH UNITEDHEALTH GROUP INC Healthcare 3,571.0 $1.5M 0.17% -178.0 -4.8% $415.64 -6.5%
38 ABBV ABBVIE INC Healthcare 5,702.0 $1.4M 0.17% -186.0 -3.2% $251.66 +5.7%
39 VTI VANGUARD 3,656.0 $1.4M 0.16% +1K +57.2% $370.14 +2.7%
40 SPYM STATE STREET SPDR SERIES 15,200.0 $1.3M 0.15% NEW $87.88 +3.0%
Page 2 of 8  ·  149 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%