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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MOV MOVADO GROUP INC Consumer Cyclical 34,789.0 $1.3M 0.22% -368.0 -1.1% $38.74 -10.1%
22 ALNT ALLIENT INC Technology 15,111.0 $1.3M 0.22% -454.0 -2.9% $88.79 +7.9%
23 EZPW EZCORP INC Financial Services 40,264.0 $1.3M 0.22% -1K -2.9% $32.79 -1.7%
24 PKE PARK AEROSPACE CORP Industrials 38,044.0 $1.3M 0.21% -412.0 -1.1% $33.56 +1.0%
25 ATRO ASTRONICS CORP Industrials 16,920.0 $1.2M 0.20% -371.0 -2.1% $71.46 +9.2%
26 LINC LINCOLN EDL SVCS CORP Consumer Defensive 24,792.0 $1.1M 0.18% -186.0 -0.7% $44.52 -42.2%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,028.0 $776K 0.13% -48.0 -4.5% $754.63 +1.5%
28 DVY ISHARES TR 4,781.0 $763K 0.12% -108.0 -2.2% $159.62 +2.8%
29 MS MORGAN STANLEY Financial Services 2,227.0 $509K 0.08% -293.0 -11.6% $228.57 -6.3%
30 VEA VANGUARD TAX-MANAGED FDS 6,701.0 $475K 0.08% -39.0 -0.6% $70.83 +3.7%
31 MRK MERCK & CO INC Healthcare 3,455.0 $427K 0.07% -26.0 -0.8% $123.59 +23.4%
32 BAC BANK OF AMER CORP Financial Services 5,828.0 $359K 0.06% -230.0 -3.8% $61.59 +0.2%
33 TMUS T-MOBILE US INC Communication Services 1,727.0 $324K 0.05% -11K -86.0% $187.67 -2.5%
34 YEAR AB ACTIVE ETFS INC 6,064.0 $305K 0.05% -966.0 -13.7% $50.26 +0.1%
35 DFAC DIMENSIONAL ETF TRUST 6,172.0 $275K 0.04% -388.0 -5.9% $44.60 +2.3%
36 MA MASTERCARD INCORPORATED Financial Services 467.0 $250K 0.04% -6.0 -1.3% $535.51 +8.4%
37 MPC MARATHON PETE CORP Energy 811.0 $242K 0.04% -191.0 -19.1% $299.00 +20.6%
Page 2 of 2  ·  37 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%