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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 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 3,459.0 $278K 0.05% +3K +301.3% $80.45 +3.1%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 1,221.0 $258K 0.04% +8.0 +0.7% $211.14 +11.6%
83 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 29,474.0 $50K 0.01% +9K +44.2% $1.68 +3.6%
Page 5 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%