BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Ellsworth Advisors, LLC

· CIK 0001843553
13F Portfolio $506M AUM 165 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 29,887.0 $788K 0.16% NEW $26.36 -24.0%
122 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 16,492.0 $773K 0.15% NEW $46.90 -28.0%
123 HCI HCI GROUP INC Financial Services 4,416.0 $773K 0.15% NEW $174.95 -10.6%
124 SPY SPDR S&P 500 ETF TR Financial Services 1,102.0 $763K 0.15% NEW $692.38 +6.7%
125 CTBI COMMUNITY TR BANCORP INC Financial Services 12,707.0 $760K 0.15% NEW $59.85 +7.0%
126 VUG VANGUARD INDEX FDS 1,558.0 $757K 0.15% NEW $485.61 -82.1%
127 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 33,190.0 $743K 0.15% NEW $22.40 -20.8%
128 RDNT RADNET INC Healthcare 10,158.0 $741K 0.15% NEW $72.99 -28.2%
129 SRCE 1ST SOURCE CORP Financial Services 10,846.0 $709K 0.14% NEW $65.37 +9.0%
130 DVY ISHARES TR 4,750.0 $702K 0.14% NEW $147.84 +3.2%
131 TBPH THERAVANCE BIOPHARMA INC Healthcare 33,332.0 $670K 0.13% NEW $20.11 -19.3%
132 PG PROCTER AND GAMBLE CO Consumer Defensive 4,565.0 $660K 0.13% NEW $144.63 -2.1%
133 KE KIMBALL ELECTRONICS INC Industrials 20,886.0 $655K 0.13% NEW $31.38 -21.8%
134 ANIP ANI PHARMACEUTICALS INC Healthcare 7,619.0 $650K 0.13% NEW $85.29 -7.0%
135 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 27,633.0 $621K 0.12% NEW $22.49 +5.4%
136 CAT CATERPILLAR INC Industrials 854.0 $553K 0.11% NEW $647.04 +33.5%
137 VOO VANGUARD INDEX FDS 846.0 $538K 0.11% NEW $636.28 +6.7%
138 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 25,064.0 $506K 0.10% NEW $20.18 +16.6%
139 IVV ISHARES TR 716.0 $498K 0.10% NEW $695.33 +6.7%
140 GOOGL ALPHABET INC Communication Services 1,439.0 $479K 0.10% NEW $332.89 +19.2%
Page 7 of 9  ·  165 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 21.8%
Financial Services 15.6%
Energy 12.1%
Healthcare 11.7%
Consumer Cyclical 10.1%
Industrials 7.3%
Communication Services 6.9%
Consumer Defensive 4.8%
Utilities 4.4%
Basic Materials 3.6%