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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 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBB ISHARES TR 1,275.0 $217K 0.04% NEW $170.58 -3.6%
162 EQT EQT CORP Energy 4,211.0 $210K 0.04% NEW $49.93 +15.0%
163 XLK SELECT SECTOR SPDR TR 1,413.0 $205K 0.04% NEW $145.41 +19.3%
164 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 17,822.0 $36K 0.01% NEW $2.02 -3.7%
165 BRCC BRC INC Consumer Defensive 15,267.0 $15K 0.00% NEW $0.99 +62.9%
Page 9 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%