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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTV VANGUARD 1,685.0 $367K 0.04% $217.98 +4.1%
102 USB US BANCORP Financial Services 6,066.0 $366K 0.04% +237.0 +4.1% $60.40 +4.0%
103 VPU VANGUARD 1,864.0 $365K 0.04% NEW $195.83 -2.8%
104 WFC WELLS FARGO & CO Financial Services 4,402.0 $364K 0.04% +114.0 +2.7% $82.65 +4.0%
105 ADI ANALOG DEVICES INC Technology 907.0 $360K 0.04% -312.0 -25.6% $397.39 -6.1%
106 APG API GROUP CORP Industrials 8,364.0 $354K 0.04% -77.0 -0.9% $42.35 +0.4%
107 IVW ISHARES TR 2,507.0 $345K 0.04% -189.0 -7.0% $137.54 +1.3%
108 MDLZ MONDELEZ INTL INC Consumer Defensive 5,794.0 $335K 0.04% -161.0 -2.7% $57.85 +10.9%
109 UNP UNION PACIFIC CORP Industrials 1,229.0 $334K 0.04% -31.0 -2.5% $272.14 +10.9%
110 LIN LINDE PLC Basic Materials 631.0 $328K 0.04% -21.0 -3.2% $519.14 -7.3%
111 BND VANGUARD INDEX FDS 4,365.0 $321K 0.04% -9K -67.0% $73.43 -1.2%
112 UCON FIRST TRUST 12,053.0 $300K 0.04% -913.0 -7.0% $24.88 -0.7%
113 DFAT DIMENSIONAL 4,287.0 $300K 0.04% -288.0 -6.3% $69.91 +2.5%
114 SRE SEMPRA ENERGY Utilities 3,191.0 $296K 0.03% -33.0 -1.0% $92.73 -7.7%
115 EFIV SPDR SERIES TRUST 3,999.0 $292K 0.03% -8K -65.9% $72.95 +3.2%
116 ET ENERGY TRANSFER LP Energy 14,969.0 $286K 0.03% +238.0 +1.6% $19.12 +10.8%
117 MARATHON PETROLEUM CORP 1,118.0 $286K 0.03% +11.0 +1.0% $255.72
118 VBR VANGUARD 1,167.0 $284K 0.03% +138.0 +13.4% $243.11 +2.9%
119 SCHX SCHWAB US 9,551.0 $281K 0.03% -1K -13.3% $29.43 +3.1%
120 XLK STATE STREET SPDR SERIES 1,471.0 $280K 0.03% NEW $190.55 -3.6%
Page 6 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%