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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KLAC KLA CORP Technology 309.0 $456K 0.06% +37.0 +13.6% $1474.79 -82.4%
82 AKRE AKRE 8,218.0 $434K 0.06% $52.85 +0.6%
83 BMI BADGER METER INC Technology 2,713.0 $413K 0.06% $152.35 -11.1%
84 DGRO ISHARES TR 5,754.0 $404K 0.05% -159.0 -2.7% $70.19 +6.6%
85 VANGUARD 899.0 $393K 0.05% +358.0 +66.2% $437.16
86 ADI ANALOG DEVICES INC Technology 1,219.0 $388K 0.05% +258.0 +26.9% $318.26 +36.5%
87 PG PROCTOR & GAMBLE COMPANY Consumer Defensive 2,654.0 $383K 0.05% +250.0 +10.4% $144.45 +4.1%
88 EAGG ISHARES TR 8,039.0 $382K 0.05% +664.0 +9.0% $47.56 -0.4%
89 AMAT APPLIED MATERIALS INC Technology 1,114.0 $381K 0.05% $341.80 +80.5%
90 VOO VANGUARD 634.0 $379K 0.05% -25.0 -3.8% $598.28 +15.0%
91 SCHP SCHWAB US 13,839.0 $368K 0.05% -2K -14.4% $26.61 -0.5%
92 AXON AXON ENTERPRICE INC Industrials 867.0 $368K 0.05% $424.69 -0.3%
93 SPMO INVESCO 3,180.0 $357K 0.05% $112.13 +42.6%
94 XVV ISHARES TR 7,158.0 $352K 0.05% +87.0 +1.2% $49.23 +15.8%
95 MDLZ MONDELEZ INTL INC Consumer Defensive 5,955.0 $343K 0.05% +767.0 +14.8% $57.65 +4.3%
96 APG API GROUP CORP Industrials 8,441.0 $342K 0.05% +306.0 +3.8% $40.52 +5.0%
97 WFC WELLS FARGO & CO Financial Services 4,288.0 $341K 0.05% $79.61 +3.3%
98 VTV VANGUARD 1,678.0 $329K 0.04% +479.0 +40.0% $196.24 +10.3%
99 LIN LINDE PLC Basic Materials 652.0 $323K 0.04% +23.0 +3.7% $495.88 +3.3%
100 UCON FIRST TRUST 12,966.0 $321K 0.04% +65.0 +0.5% $24.77 +0.6%
Page 5 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%