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Portfolio (Quarterly) Guide ↗

Ellsworth Advisors, LLC

· CIK 0001843553
13F Portfolio $609M AUM 182 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 83 Added 37 Reduced 22 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LQDT LIQUIDITY SVCS INC Consumer Cyclical 26,711.0 $1.1M 0.17% +331.0 +1.2% $39.65 +9.1%
62 TRST TRUSTCO BK CORP N Y Financial Services 19,070.0 $1.0M 0.17% +222.0 +1.2% $54.82 +3.7%
63 CTBI COMMUNITY TR BANCORP INC Financial Services 13,320.0 $999K 0.16% +387.0 +3.0% $75.03 +2.0%
64 BUSE FIRST BUSEY CORP Financial Services 33,684.0 $989K 0.16% +565.0 +1.7% $29.37 +3.2%
65 FNB F N B CORP Financial Services 51,324.0 $979K 0.16% +845.0 +1.7% $19.08 -2.9%
66 ALCO ALICO INC Consumer Defensive 23,571.0 $964K 0.16% +267.0 +1.1% $40.90 -1.5%
67 SRCE 1ST SOURCE CORP Financial Services 11,668.0 $959K 0.16% +529.0 +4.8% $82.23 +4.4%
68 VVX V2X INC Industrials 12,300.0 $930K 0.15% +397.0 +3.3% $75.65 +3.8%
69 MATW MATTHEWS INTL CORP Industrials 33,935.0 $907K 0.15% +818.0 +2.5% $26.72 -20.4%
70 VUG VANGUARD INDEX FDS 9,938.0 $872K 0.14% +8K +537.0% $87.76 -0.3%
71 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 34,941.0 $860K 0.14% +1K +3.5% $24.62 +3.4%
72 SUPN SUPERNUS PHARMACEUTICALS Healthcare 17,520.0 $836K 0.14% +678.0 +4.0% $47.73 -3.9%
73 ANIP ANI PHARMACEUTICALS INC Healthcare 9,914.0 $801K 0.13% +396.0 +4.2% $80.82 -6.8%
74 JPM JPMORGAN CHASE & CO Financial Services 2,178.0 $756K 0.12% +1K +98.9% $346.90 +1.4%
75 VOO VANGUARD INDEX FDS 975.0 $677K 0.11% +136.0 +16.2% $694.13 +1.4%
76 GOOGL ALPHABET INC Communication Services 1,648.0 $611K 0.10% +227.0 +16.0% $370.92 -7.0%
77 IVV ISHARES TR 794.0 $602K 0.10% +97.0 +13.9% $758.01 +1.5%
78 OUSM ALPS ETF TR 8,270.0 $394K 0.07% +191.0 +2.4% $47.68 +4.7%
79 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 10,842.0 $391K 0.06% +165.0 +1.6% $36.10 +4.6%
80 SYK STRYKER CORPORATION Healthcare 959.0 $304K 0.05% +21.0 +2.2% $316.59 +4.1%
Page 4 of 5  ·  83 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 25.5%
Financial Services 14.4%
Healthcare 13.5%
Energy 11.1%
Industrials 8.2%
Consumer Cyclical 7.4%
Utilities 6.0%
Consumer Defensive 4.9%
Real Estate 3.1%
Communication Services 3.0%