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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 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ENB ENBRIDGE INC Energy 10,232.0 $479K 0.10% NEW $46.81 +18.2%
142 MS MORGAN STANLEY Financial Services 2,491.0 $476K 0.09% NEW $191.23 +0.7%
143 VEA VANGUARD TAX-MANAGED FDS 6,728.0 $437K 0.09% NEW $64.96 +7.0%
144 YEAR AB ACTIVE ETFS INC 8,507.0 $430K 0.09% NEW $50.53 -0.4%
145 VIG VANGUARD SPECIALIZED FUNDS 1,808.0 $407K 0.08% NEW $225.17 +2.3%
146 OUSM ALPS ETF TR 8,515.0 $390K 0.08% NEW $45.84 +0.5%
147 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 10,677.0 $377K 0.07% NEW $35.31 -4.6%
148 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,848.0 $373K 0.07% NEW $42.15 -19.4%
149 IBM INTERNATIONAL BUSINESS MACHS Technology 1,234.0 $368K 0.07% NEW $298.00 -26.4%
150 SYK STRYKER CORPORATION Healthcare 936.0 $339K 0.07% NEW $362.37 -15.3%
151 DFAC DIMENSIONAL ETF TRUST 7,968.0 $325K 0.06% NEW $40.78 +5.4%
152 PANW PALO ALTO NETWORKS INC Technology 1,656.0 $311K 0.06% NEW $187.73 +29.4%
153 IJH ISHARES TR 4,421.0 $311K 0.06% NEW $70.24 +2.7%
154 BAC BANK AMERICA CORP Financial Services 5,840.0 $307K 0.06% NEW $52.59 -5.4%
155 SDY SPDR SERIES TRUST 2,000.0 $293K 0.06% NEW $146.66 +0.8%
156 VXF VANGUARD INDEX FDS 1,276.0 $282K 0.06% NEW $221.33 +1.2%
157 VTI VANGUARD INDEX FDS 793.0 $271K 0.05% NEW $342.17 +5.9%
158 MA MASTERCARD INCORPORATED Financial Services 493.0 $268K 0.05% NEW $542.71 -8.9%
159 VO VANGUARD INDEX FDS 859.0 $259K 0.05% NEW $301.21 -74.6%
160 NVS NOVARTIS AG Healthcare 1,695.0 $243K 0.05% NEW $143.15 +3.4%
Page 8 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%