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Portfolio (Quarterly) Guide ↗

Ellenbecker Investment Group

· CIK 0001731497
13F Portfolio $715M AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABORATORIES Healthcare 5,403.0 $677K 0.10% NEW $125.30 -29.4%
62 ROK ROCKWELL AUTOMATION INC Industrials 1,635.0 $636K 0.09% NEW $389.11 +21.8%
63 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 1,988.0 $617K 0.09% NEW $310.39 +27.6%
64 ORCL ORACLE CORP Technology 3,090.0 $602K 0.08% NEW $194.97 -5.5%
65 BMO BANK OF MONTREAL Financial Services 4,505.0 $585K 0.08% NEW $129.82 +31.6%
66 MTG MGIC INV CORP Financial Services 19,606.0 $573K 0.08% NEW $29.22 -10.8%
67 LNT ALLIANT ENERGY CORP Utilities 8,764.0 $570K 0.08% NEW $65.02 +12.3%
68 CVX CHEVRON CORP Energy 3,532.0 $538K 0.07% NEW $152.45 +13.9%
69 AKRE AKRE 8,218.0 $538K 0.07% NEW $65.51 -18.9%
70 FAST FASTENAL CO Industrials 13,297.0 $534K 0.07% NEW $40.13 +14.3%
71 GLD SPDR SERIES TRUST Financial Services 1,321.0 $524K 0.07% NEW $396.31 -2.3%
72 HYG ISHARES TR 6,475.0 $522K 0.07% NEW $80.64 -0.8%
73 COST COSTCO WHOLESALE CORP Consumer Defensive 593.0 $512K 0.07% NEW $863.28 +10.2%
74 AXON AXON ENTERPRICE INC Industrials 867.0 $492K 0.07% NEW $567.93 -25.4%
75 VONG VANGUARD 3,966.0 $483K 0.07% NEW $121.78 +4.2%
76 BMI BADGER METER INC Technology 2,713.0 $473K 0.07% NEW $174.41 -22.3%
77 KO COCA-COLA CO Consumer Defensive 6,741.0 $471K 0.07% NEW $69.91 +13.6%
78 T AT&T INC Communication Services 18,768.0 $466K 0.07% NEW $24.84 -11.4%
79 JCI JOHNSON CONTROLS INTL Industrials 3,697.0 $443K 0.06% NEW $119.76 +20.9%
80 RTX RTX CORP Industrials 2,401.0 $441K 0.06% NEW $183.47 +1.2%
Page 4 of 7  ·  132 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 32.1%
Financial Services 14.1%
Consumer Defensive 13.2%
Industrials 10.8%
Healthcare 7.8%
Consumer Cyclical 6.9%
Communication Services 5.5%
Utilities 4.8%
Energy 3.8%
Basic Materials 0.6%