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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SRE SEMPRA ENERGY Utilities 3,224.0 $313K 0.04% +44.0 +1.4% $97.18 -6.7%
102 NFLX NETFLIX INC Communication Services 3,219.0 $310K 0.04% -957.0 -22.9% $96.15 -19.5%
103 UNP UNION PACIFIC CORP Industrials 1,260.0 $306K 0.04% -16.0 -1.2% $242.80 +5.8%
104 IVW ISHARES TR 2,696.0 $305K 0.04% $113.12 +22.0%
105 USB US BANCORP Financial Services 5,829.0 $303K 0.04% -62.0 -1.1% $52.01 +11.8%
106 PFE PFIZER INC Healthcare 10,562.0 $297K 0.04% -384.0 -3.5% $28.08 -10.2%
107 LOW LOWE'S COMPANIES INC Consumer Cyclical 1,232.0 $291K 0.04% +165.0 +15.5% $236.43 -6.0%
108 DFAT DIMENSIONAL 4,575.0 $286K 0.04% $62.45 +9.6%
109 ET ENERGY TRANSFER LP Energy 14,731.0 $284K 0.04% +245.0 +1.7% $19.30 -2.9%
110 SCHX SCHWAB US 11,021.0 $283K 0.04% -273.0 -2.4% $25.64 +15.0%
111 DE DEERE & CO Industrials 493.0 $278K 0.04% +33.0 +7.2% $563.90 +4.5%
112 MARATHON PETROLEUM CORP 1,107.0 $271K 0.04% NEW $244.40
113 MUB ISHARES TR 2,537.0 $269K 0.04% -89.0 -3.4% $106.16 +1.1%
114 VZ VERIZON COMMUNICATIONS Communication Services 5,036.0 $253K 0.03% NEW $50.20 -9.6%
115 FIS FIDELITY NATL INFORMATION SV Technology 5,108.0 $239K 0.03% +1K +26.6% $46.84 -18.4%
116 CRWD CROWDSTRIKE HOLDINGS INC Technology 607.0 $237K 0.03% $390.41 +75.4%
117 VYM VANGUARD 1,597.0 $237K 0.03% NEW $148.13 +6.8%
118 PINNACLE FINANCIAL PARTNERS 2,737.0 $236K 0.03% NEW $86.17
119 MGEE MGE ENERGY INC Utilities 3,048.0 $236K 0.03% +393.0 +14.8% $77.31 -1.8%
120 AXP AMERICAN EXPRESS CO Financial Services 777.0 $235K 0.03% +17.0 +2.2% $302.85 +11.6%
Page 6 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%