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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 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 4,438.0 $1.1M 0.15% +116.0 +2.7% $244.48 -6.6%
42 TSLA TESLA MOTORS INC Consumer Cyclical 2,917.0 $1.1M 0.15% $371.75 +7.7%
43 DFIV DIMENSIONAL 19,457.0 $1.0M 0.14% $52.78 +4.8%
44 UNH UNITEDHEALTH GROUP INC Healthcare 3,749.0 $1.0M 0.14% +46.0 +1.2% $270.66 +48.1%
45 PEP PEPSICO INC Consumer Defensive 6,383.0 $991K 0.13% +790.0 +14.1% $155.30 -8.6%
46 GOOGL ALPHABET INC CLASS A Communication Services 3,433.0 $987K 0.13% +196.0 +6.0% $287.62 +28.0%
47 BND VANGUARD INDEX FDS 13,236.0 $975K 0.13% -1K -9.8% $73.64 -0.4%
48 ETN EATON CORP PLC Industrials 2,714.0 $971K 0.13% -97.0 -3.5% $357.74 +17.9%
49 EPD ENTERPRISE PRODUCTS PARTNERS Energy 25,370.0 $960K 0.13% $37.84 -3.3%
50 JP MORGAN CHASE & CO 3,260.0 $959K 0.13% -444.0 -12.0% $294.21
51 FISV FISERV INC Technology 16,988.0 $948K 0.13% -316.0 -1.8% $55.80 -14.2%
52 MRK MERCK & CO INC Healthcare 7,514.0 $904K 0.12% +561.0 +8.1% $120.30 -5.3%
53 MTG MGIC INV CORP Financial Services 29,310.0 $769K 0.10% +10K +49.5% $26.25 -0.7%
54 LNT ALLIANT ENERGY CORP Utilities 10,710.0 $769K 0.10% +2K +22.2% $71.77 +1.7%
55 CVX CHEVRON CORP Energy 3,681.0 $762K 0.10% +149.0 +4.2% $206.91 -16.1%
56 VTI VANGUARD 2,326.0 $746K 0.10% +1K +132.1% $320.89 +15.3%
57 SYY SYSCO CORP Consumer Defensive 10,397.0 $742K 0.10% $71.33 +10.3%
58 EFIV SPDR SERIES TRUST 11,729.0 $740K 0.10% $63.08 +15.7%
59 AVGO BROADCOM INC Technology 2,363.0 $732K 0.10% +157.0 +7.1% $309.57 +32.9%
60 IBM INTERNATIONAL BUSINESS MACHINES Technology 3,014.0 $731K 0.10% -161.0 -5.1% $242.44 +2.7%
Page 3 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%