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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMO BANK OF MONTREAL Financial Services 4,548.0 $804K 0.09% +43.0 +0.9% $176.74 -2.2%
62 BERKSHIRE HATHAWAY INC CL A 1.0 $749K 0.09% $748850.00
63 LNT ALLIANT ENERGY CORP Utilities 9,805.0 $748K 0.09% -905.0 -8.4% $76.30 -9.0%
64 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 1,993.0 $739K 0.09% $370.72 -3.8%
65 AVGO BROADCOM INC Technology 1,920.0 $726K 0.08% -443.0 -18.8% $377.92 -3.7%
66 VONG VANGUARD 5,481.0 $701K 0.08% +967.0 +21.4% $127.81 -1.8%
67 V VISA INC Financial Services 2,041.0 $700K 0.08% -344.0 -14.4% $343.21 +6.6%
68 KLAC KLA CORP Technology 2,184.0 $659K 0.08% +2K +606.8% $301.78 -38.4%
69 VT VANGUARD 3,938.0 $618K 0.07% NEW $156.98 +1.9%
70 CVX CHEVRON CORP Energy 3,656.0 $606K 0.07% -25.0 -0.7% $165.79 +24.1%
71 CRWD CROWDSTRIKE HOLDINGS INC Technology 780.0 $595K 0.07% +173.0 +28.5% $190.78 -0.2%
72 COST COSTCO WHOLESALE CORP Consumer Defensive 630.0 $590K 0.07% +15.0 +2.4% $936.58 -0.3%
73 EAGG ISHARES TR 12,399.0 $588K 0.07% +4K +54.2% $47.41 -1.5%
74 HON HONEYWELL INTL INC Industrials 2,613.0 $585K 0.07% -3K -53.4% $223.90 -2.5%
75 HONEYWELL AEROSPACE INC 2,613.0 $578K 0.07% NEW $221.08
76 META META PLATFORMS INC Communication Services 1,006.0 $567K 0.07% -52.0 -4.9% $563.60 -3.2%
77 KO COCA-COLA CO Consumer Defensive 6,752.0 $549K 0.06% $81.28 +11.3%
78 JCI JOHNSON CONTROLS INTL Industrials 3,677.0 $537K 0.06% -20.0 -0.5% $146.12 -2.0%
79 XJH ISHARES TR 9,775.0 $510K 0.06% +5K +101.2% $52.15 -0.9%
80 AMD ADVANCED MICRO DEVICES Technology 867.0 $504K 0.06% NEW $580.91 -19.2%
Page 4 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%