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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 2,385.0 $721K 0.10% +247.0 +11.6% $302.24 +8.3%
62 BERKSHIRE HATHAWAY INC CL A 1.0 $718K 0.10% $718140.00
63 HD HOME DEPOT INC Consumer Cyclical 2,177.0 $716K 0.10% +96.0 +4.6% $328.89 +1.6%
64 LLY ELI LILLY AND CO Healthcare 748.0 $689K 0.09% -31.0 -4.0% $920.80 +19.3%
65 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 1,991.0 $651K 0.09% $327.13 +21.1%
66 COST COSTCO WHOLESALE CORP Consumer Defensive 615.0 $613K 0.08% +22.0 +3.7% $996.75 -4.5%
67 BMO BANK OF MONTREAL Financial Services 4,505.0 $610K 0.08% $135.37 +26.2%
68 META META PLATFORMS INC Communication Services 1,058.0 $605K 0.08% -171.0 -13.9% $572.17 +0.9%
69 ROK ROCKWELL AUTOMATION INC Industrials 1,636.0 $587K 0.08% $358.89 +32.0%
70 GLD SPDR SERIES TRUST Financial Services 1,343.0 $578K 0.08% +22.0 +1.7% $430.29 -10.0%
71 T AT&T INC Communication Services 18,123.0 $525K 0.07% -645.0 -3.4% $28.99 -24.1%
72 KMI KINDER MORGAN INC Energy 15,652.0 $525K 0.07% +265.0 +1.7% $33.53 -5.8%
73 KO COCA-COLA CO Consumer Defensive 6,741.0 $513K 0.07% $76.05 +4.4%
74 ABT ABBOTT LABORATORIES Healthcare 4,973.0 $511K 0.07% -430.0 -8.0% $102.69 -13.9%
75 HYG ISHARES TR 6,397.0 $509K 0.07% -78.0 -1.2% $79.56 +0.6%
76 RTX RTX CORP Industrials 2,569.0 $496K 0.07% +168.0 +7.0% $192.92 -3.8%
77 VONG VANGUARD 4,514.0 $495K 0.07% +548.0 +13.8% $109.71 +15.6%
78 JCI JOHNSON CONTROLS INTL Industrials 3,697.0 $484K 0.07% $130.96 +10.6%
79 ORCL ORACLE CORP Technology 3,275.0 $482K 0.07% +185.0 +6.0% $147.11 +25.3%
80 MCD MCDONALDS CORP Consumer Cyclical 1,520.0 $473K 0.06% +90.0 +6.3% $310.97 -10.4%
Page 4 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%