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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 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ABBV ABBVIE INC Healthcare 941.0 $205K 0.04% NEW $217.50 -3.3%
162 WMB WILLIAMS COS INC Energy 2,752.0 $200K 0.04% NEW $72.79 +6.7%
163 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,439.0 $29K 0.01% +3K +14.7% $1.40 +55.7%
164 BRCC BRC INC Consumer Defensive 15,267.0 $12K 0.00% $0.78 +106.1%
Page 9 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%