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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 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PANW PALO ALTO NETWORKS INC Technology 1,656.0 $586K 0.10% $354.02 +1.1%
142 ENB ENBRIDGE INC Energy 10,232.0 $575K 0.09% $56.15 -10.1%
143 MS MORGAN STANLEY Financial Services 2,227.0 $509K 0.08% -293.0 -11.6% $228.57 -6.3%
144 VEA VANGUARD TAX-MANAGED FDS 6,701.0 $475K 0.08% -39.0 -0.6% $70.83 +3.7%
145 VIG VANGUARD SPECIALIZED FUNDS 1,823.0 $433K 0.07% $237.36 +2.8%
146 MRK MERCK & CO INC Healthcare 3,455.0 $427K 0.07% -26.0 -0.8% $123.59 +23.4%
147 VTI VANGUARD INDEX FDS 1,138.0 $424K 0.07% NEW $372.32 +1.6%
148 OUSM ALPS ETF TR 8,270.0 $394K 0.07% +191.0 +2.4% $47.68 +4.7%
149 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 10,842.0 $391K 0.06% +165.0 +1.6% $36.10 +4.6%
150 BAC BANK OF AMER CORP Financial Services 5,828.0 $359K 0.06% -230.0 -3.8% $61.59 +0.2%
151 CW CURTISS WRIGHT CORP Industrials 475.0 $357K 0.06% NEW $751.36 -15.5%
152 ADBE ADOBE INC Technology 1,582.0 $355K 0.06% NEW $224.56 +22.6%
153 TRV TRAVELERS COMPANIES INC Financial Services 1,066.0 $351K 0.06% NEW $329.07 +10.5%
154 MCK MCKESSON CORP Healthcare 438.0 $349K 0.06% NEW $797.26 +7.7%
155 MATX MATSON INC Industrials 1,623.0 $339K 0.06% NEW $208.91 +6.6%
156 IJH ISHARES TR 4,441.0 $336K 0.06% $75.64 +1.5%
157 CB CHUBB LIMITED Financial Services 967.0 $326K 0.05% NEW $337.56 +1.0%
158 TMUS T-MOBILE US INC Communication Services 1,727.0 $324K 0.05% -11K -86.0% $187.67 -2.5%
159 AMAT APPLIED MATLS INC Technology 554.0 $321K 0.05% NEW $579.69 -15.1%
160 CASY CASEYS GEN STORES INC Consumer Cyclical 394.0 $319K 0.05% NEW $808.51 +3.4%
Page 8 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%