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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC CLASS A Communication Services 3,541.0 $1.3M 0.15% +108.0 +3.1% $357.38 -4.7%
42 JNJ JOHNSON & JOHNSON Healthcare 4,933.0 $1.3M 0.15% +495.0 +11.2% $253.99 +5.3%
43 IEFA ISHARES TR 12,960.0 $1.3M 0.15% +672.0 +5.5% $96.58 +3.5%
44 TSLA TESLA MOTORS INC Consumer Cyclical 2,953.0 $1.2M 0.14% +36.0 +1.2% $420.60 -17.9%
45 USRT ISHARES TR 18,594.0 $1.2M 0.14% -1K -5.7% $66.45 +1.1%
46 VEU VANGUARD INTL EQUITY INDEX F 14,405.0 $1.2M 0.14% -877.0 -5.7% $83.75 +1.5%
47 XOM EXXON MOBIL CORP Energy 8,028.0 $1.1M 0.13% -384.0 -4.6% $136.73 +21.6%
48 ETN EATON CORP PLC Industrials 2,478.0 $1.1M 0.12% -236.0 -8.7% $426.12 -2.5%
49 DFIV DIMENSIONAL 18,747.0 $1.0M 0.12% -710.0 -3.6% $54.02 +7.0%
50 JP MORGAN CHASE & CO 3,080.0 $1.0M 0.12% -180.0 -5.5% $327.39
51 MRK MERCK & CO INC Healthcare 7,714.0 $991K 0.12% +200.0 +2.7% $128.52 +16.1%
52 EPD ENTERPRISE PRODUCTS PARTNERS Energy 25,418.0 $934K 0.11% $36.76 +4.5%
53 PEP PEPSICO INC Consumer Defensive 6,442.0 $872K 0.10% +59.0 +0.9% $135.41 +4.9%
54 SYY SYSCO CORP Consumer Defensive 10,397.0 $869K 0.10% $83.59 -0.6%
55 LLY ELI LILLY AND CO Healthcare 714.0 $856K 0.10% -34.0 -4.5% $1199.53 +3.8%
56 HD HOME DEPOT INC Consumer Cyclical 2,374.0 $837K 0.10% +197.0 +9.1% $352.69 -5.2%
57 IBM INTERNATIONAL BUSINESS MACHINES Technology 2,914.0 $820K 0.10% -100.0 -3.3% $281.25 -16.9%
58 AMAT APPLIED MATERIALS INC Technology 1,121.0 $811K 0.09% +7.0 +0.6% $723.14 -31.4%
59 ROK ROCKWELL AUTOMATION INC Industrials 1,636.0 $810K 0.09% $495.31 -12.9%
60 FISV FISERV INC Technology 16,445.0 $807K 0.09% -543.0 -3.2% $49.05 +4.8%
Page 3 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%