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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SDVY FIRST TR EXCHANGE TRADED FD 27,654.0 $1.2M 0.20% +424.0 +1.6% $43.04 +1.9%
102 CALUMET INC 28,988.0 $1.2M 0.19% NEW $40.01
103 KRYS KRYSTAL BIOTECH INC Healthcare 3,268.0 $1.1M 0.19% +23.0 +0.7% $350.24 -1.0%
104 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 24,488.0 $1.1M 0.19% $46.44 -1.9%
105 PNTG PENNANT GROUP INC Healthcare 27,834.0 $1.1M 0.18% NEW $40.07 -3.0%
106 LINC LINCOLN EDL SVCS CORP Consumer Defensive 24,792.0 $1.1M 0.18% -186.0 -0.7% $44.52 -42.2%
107 BFC BANK FIRST CORP Financial Services 7,308.0 $1.1M 0.18% +134.0 +1.9% $147.47 +3.6%
108 NHC NATIONAL HEALTHCARE CORP Healthcare 4,966.0 $1.1M 0.18% +56.0 +1.1% $216.17 +8.0%
109 NIC NICOLET BANKSHARES INC Financial Services 6,471.0 $1.1M 0.18% +94.0 +1.5% $165.53 +4.6%
110 CYTK CYTOKINETICS INC Healthcare 12,858.0 $1.1M 0.17% +128.0 +1.0% $82.62 -7.0%
111 LQDT LIQUIDITY SVCS INC Consumer Cyclical 26,711.0 $1.1M 0.17% +331.0 +1.2% $39.65 +9.1%
112 IRMD IRADIMED CORP Healthcare 11,177.0 $1.0M 0.17% $93.62 -6.2%
113 TRST TRUSTCO BK CORP N Y Financial Services 19,070.0 $1.0M 0.17% +222.0 +1.2% $54.82 +3.7%
114 ANDE ANDERSONS INC Consumer Defensive 13,304.0 $1.0M 0.16% NEW $75.20 -9.5%
115 CTBI COMMUNITY TR BANCORP INC Financial Services 13,320.0 $999K 0.16% +387.0 +3.0% $75.03 +2.0%
116 BUSE FIRST BUSEY CORP Financial Services 33,684.0 $989K 0.16% +565.0 +1.7% $29.37 +3.2%
117 RAPP RAPPORT THERAPEUTICS INC Healthcare 24,539.0 $980K 0.16% NEW $39.93 +20.8%
118 FNB F N B CORP Financial Services 51,324.0 $979K 0.16% +845.0 +1.7% $19.08 -2.9%
119 ALCO ALICO INC Consumer Defensive 23,571.0 $964K 0.16% +267.0 +1.1% $40.90 -1.5%
120 SRCE 1ST SOURCE CORP Financial Services 11,668.0 $959K 0.16% +529.0 +4.8% $82.23 +4.4%
Page 6 of 10  ·  182 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%