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Portfolio (Quarterly) Guide ↗

Ellsworth Advisors, LLC

· CIK 0001843553
13F Portfolio $532.2B AUM 164 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 80 Added 29 Reduced 34 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CWCO CONSOLIDATED WATER CO INC Utilities 23,557 $885K 0.17% SOLD
22 USLM UNITED STS LIME & MINERALS I Basic Materials 6,459 $848K 0.17% SOLD
23 GCT GIGACLOUD TECHNOLOGY INC Technology 19,140 $796K 0.16% SOLD
24 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 29,887 $788K 0.16% SOLD
25 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 16,492 $773K 0.15% SOLD
26 HCI HCI GROUP INC Financial Services 4,416 $773K 0.15% SOLD
27 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 33,190 $743K 0.15% SOLD
28 RDNT RADNET INC Healthcare 10,158 $741K 0.15% SOLD
29 TBPH THERAVANCE BIOPHARMA INC Healthcare 33,332 $670K 0.13% SOLD
30 KE KIMBALL ELECTRONICS INC Industrials 20,886 $655K 0.13% SOLD
31 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 25,064 $506K 0.10% SOLD
32 VTI VANGUARD INDEX FDS 793 $271K 0.05% SOLD
33 EQT EQT CORP Energy 4,211 $210K 0.04% SOLD
34 XLK SELECT SECTOR SPDR TR 1,413 $205K 0.04% SOLD
Page 2 of 2  ·  34 positions
Sector Allocation
Technology 19.4%
Energy 16.2%
Financial Services 14.1%
Healthcare 13.2%
Consumer Cyclical 7.5%
Industrials 7.0%
Communication Services 6.9%
Consumer Defensive 6.4%
Basic Materials 3.9%
Utilities 3.6%