BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ITW ILLINOIS TOOL WKS INC Industrials 1,169.0 $317K 0.05% NEW $271.41 +4.0%
162 FSS FEDERAL SIGNAL CORP Industrials 2,687.0 $316K 0.05% NEW $117.78 +4.0%
163 CMI CUMMINS INC Industrials 465.0 $310K 0.05% NEW $666.13 -11.8%
164 VXF VANGUARD INDEX FDS 1,283.0 $308K 0.05% $240.31 +2.2%
165 SDY SPDR SERIES TRUST 2,012.0 $307K 0.05% $152.51 +3.9%
166 YEAR AB ACTIVE ETFS INC 6,064.0 $305K 0.05% -966.0 -13.7% $50.26 +0.1%
167 SYK STRYKER CORPORATION Healthcare 959.0 $304K 0.05% +21.0 +2.2% $316.59 +4.1%
168 VO VANGUARD INDEX FDS 3,459.0 $278K 0.05% +3K +301.3% $80.45 +3.1%
169 DFAC DIMENSIONAL ETF TRUST 6,172.0 $275K 0.04% -388.0 -5.9% $44.60 +2.3%
170 CHE CHEMED CORP NEW Healthcare 535.0 $264K 0.04% NEW $492.65 +9.7%
171 IBM INTERNATIONAL BUSINESS MACHS Technology 1,221.0 $258K 0.04% +8.0 +0.7% $211.14 +11.6%
172 XLK SELECT SECTOR SPDR TR 1,415.0 $257K 0.04% NEW $181.55 +1.0%
173 NVS NOVARTIS AG Healthcare 1,695.0 $256K 0.04% $150.80 +5.3%
174 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,848.0 $254K 0.04% $28.72 +18.7%
175 RSG REPUBLIC SVCS INC Industrials 1,157.0 $251K 0.04% NEW $217.34 +1.5%
176 MA MASTERCARD INCORPORATED Financial Services 467.0 $250K 0.04% -6.0 -1.3% $535.51 +8.4%
177 GWW WW GRAINGER INC Industrials 182.0 $250K 0.04% NEW $1371.44 -4.3%
178 MPC MARATHON PETE CORP Energy 811.0 $242K 0.04% -191.0 -19.1% $299.00 +20.6%
179 IBB ISHARES TR 1,276.0 $242K 0.04% $189.90 +12.5%
180 WMB WILLIAMS COS INC Energy 2,758.0 $205K 0.03% $74.37 -5.2%
Page 9 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%