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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MIRM MIRUM PHARMACEUTICALS INC Healthcare 10,629.0 $982K 0.18% NEW $92.38 +20.6%
102 BFC BANK FIRST CORP Financial Services 7,174.0 $969K 0.18% $135.06 +4.5%
103 QQQ INVESCO QQQ TR Financial Services 1,675.0 $967K 0.18% +10.0 +0.6% $577.25 +22.8%
104 ALCO ALICO INC Consumer Defensive 23,304.0 $962K 0.18% +165.0 +0.7% $41.26 -2.6%
105 UFCS UNITED FIRE GROUP INC Financial Services 25,856.0 $958K 0.18% +273.0 +1.1% $37.06 +32.4%
106 NIC NICOLET BANKSHARES INC Financial Services 6,377.0 $948K 0.18% $148.62 -5.1%
107 ALNT ALLIENT INC Technology 15,565.0 $920K 0.17% -80.0 -0.5% $59.09 +3.8%
108 WMT WALMART INC Consumer Defensive 7,257.0 $902K 0.17% +125.0 +1.8% $124.28 +6.6%
109 PRA PROASSURANCE CORP Financial Services 36,362.0 $899K 0.17% -779.0 -2.1% $24.72 -0.5%
110 SUPN SUPERNUS PHARMACEUTICALS Healthcare 16,842.0 $871K 0.16% NEW $51.69 -0.9%
111 BKSY BLACKSKY TECHNOLOGY INC Technology 34,415.0 $866K 0.16% NEW $25.16 +54.0%
112 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 24,384.0 $859K 0.16% NEW $35.21 +18.7%
113 MOV MOVADO GROUP INC Consumer Cyclical 35,157.0 $859K 0.16% NEW $24.42 +12.5%
114 MATW MATTHEWS INTL CORP Industrials 33,117.0 $855K 0.16% NEW $25.82 +5.8%
115 FNB F N B CORP Financial Services 50,479.0 $844K 0.16% NEW $16.72 +3.8%
116 CYTK CYTOKINETICS INC Healthcare 12,730.0 $839K 0.16% NEW $65.91 +19.3%
117 KRYS KRYSTAL BIOTECH INC Healthcare 3,245.0 $838K 0.16% NEW $258.32 +22.4%
118 BUSE FIRST BUSEY CORP Financial Services 33,119.0 $837K 0.16% NEW $25.27 +2.1%
119 TRST TRUSTCO BK CORP N Y Financial Services 18,848.0 $825K 0.15% NEW $43.78 +12.0%
120 CELC CELCUITY INC Healthcare 7,217.0 $824K 0.15% NEW $114.14 +20.6%
Page 6 of 9  ·  164 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 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%