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Ellis Investment Partners, LLC

Q2 2026 13F filing

Updated 36 days ago

285 disclosed positions worth $660M

Portfolio value
$660M
Total holdings
285
New positions
28
Closed positions
11
Increased
166
Decreased
82
Turnover
13.7%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

+2.4%
Value
$33.7M
Shares
45.8K
% Port
5.11%
V

VANGUARD INDEX FDS

+487.8%
Value
$33.6M
Shares
390.4K
% Port
5.10%
A

APPLE INC

-2.3%
Value
$30.2M
Shares
104.2K
% Port
4.57%
E

ISHARES TR

-2.7%
Value
$28.8M
Shares
184.5K
% Port
4.37%
U
5.UTF

COHEN & STEERS REIT & PFD &

+3.5%
Value
$26.5M
Shares
1.30M
% Port
4.01%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

+2.3%
Value
$24.9M
Shares
33.4K
% Port
3.78%
V

VANGUARD INDEX FDS

+1.6%
Value
$19.4M
Shares
89.0K
% Port
2.94%
E

ISHARES TR

-1.0%
Value
$18.6M
Shares
136.2K
% Port
2.82%
G

ALPHABET INC

+0.6%
Value
$15M
Shares
42.5K
% Port
2.27%
G

GOLDMAN SACHS ETF TR

+4.0%
Value
$14.6M
Shares
263.5K
% Port
2.22%
G

GOLDMAN SACHS ETF TR

+5.0%
Value
$14.6M
Shares
245.9K
% Port
2.21%
E
12.ETHA

ISHARES TR

+1.2%
Value
$12.6M
Shares
84.7K
% Port
1.90%
E
13.ETHA

ISHARES TR

-0.2%
Value
$12.6M
Shares
162.9K
% Port
1.90%
I

ISHARES TR

-0.9%
Value
$12.5M
Shares
84.4K
% Port
1.89%
G

ALPHABET INC

-0.2%
Value
$10.6M
Shares
29.6K
% Port
1.60%
E
16.ETHA

ISHARES TR

-1.6%
Value
$9.8M
Shares
71.3K
% Port
1.49%
E
17.ETHA

ISHARES TR

+4.5%
Value
$8.9M
Shares
85.6K
% Port
1.35%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$8.4M
Shares
16.7K
% Port
1.27%
B
19.BX

BLACKSTONE INC

+5.1%
Value
$7.8M
Shares
66.2K
% Port
1.18%
S

SELECT SECTOR SPDR TR

+5.0%
Value
$6.8M
Shares
126.1K
% Port
1.02%
C
21.CAT

CATERPILLAR INC

+2.0%
Value
$6.5M
Shares
6.1K
% Port
0.99%
S

SPDR SERIES TRUST

+24.9%
Value
$6.3M
Shares
54.4K
% Port
0.95%
E
23.ETHA

ISHARES TR

+4.5%
Value
$6.1M
Shares
63.5K
% Port
0.92%
N
24.NBIS

NEBIUS GROUP N.V.

-5.8%
Value
$5.2M
Shares
18.8K
% Port
0.79%
E
25.ETHA

ISHARES TR

-0.3%
Value
$5.2M
Shares
6.9K
% Port
0.78%
E
26.ETHA

ISHARES TR

+252.2%
Value
$5M
Shares
39.9K
% Port
0.75%
E
27.ETHA

ISHARES TR

+6.0%
Value
$4.9M
Shares
50.5K
% Port
0.74%
F
28.FSCO

FS CREDIT OPPORTUNITIES CORP

+3.3%
Value
$4.6M
Shares
921.1K
% Port
0.70%
J

J P MORGAN EXCHANGE TRADED F

-9.4%
Value
$4.4M
Shares
72.1K
% Port
0.67%
M
30.MU

MICRON TECHNOLOGY INC

+32.7%
Value
$4.4M
Shares
3.8K
% Port
0.67%
A
31.AMZN

AMAZON COM INC

+2.6%
Value
$4.2M
Shares
17.6K
% Port
0.63%
M
32.MSFT

MICROSOFT CORP

+1.9%
Value
$4.2M
Shares
11.2K
% Port
0.63%
S

SELECT SECTOR SPDR TR

-4.1%
Value
$4.1M
Shares
89.9K
% Port
0.62%
A
34.AAPL

SELECT SECTOR SPDR TR

-3.8%
Value
$4M
Shares
48.5K
% Port
0.61%
E
35.ETHA

ISHARES TR

+3.8%
Value
$3.8M
Shares
9.4K
% Port
0.58%
A
36.AMPY

AMPLIFY ETF TR

-4.8%
Value
$3.8M
Shares
36.5K
% Port
0.58%
U
37.UNP

UNION PAC CORP

-0.8%
Value
$3.8M
Shares
13.9K
% Port
0.57%
N
38.NVDA

NVIDIA CORPORATION

+8.8%
Value
$3.7M
Shares
18.4K
% Port
0.56%
N
39.NMIH

NMI HLDGS INC

+0.2%
Value
$3.7M
Shares
89.1K
% Port
0.55%
J

J P MORGAN EXCHANGE TRADED F

-6.6%
Value
$3.4M
Shares
60.5K
% Port
0.52%
I
41.IVZ

INVESCO EXCH TRADED FD TR II

-2.8%
Value
$3.2M
Shares
42.9K
% Port
0.49%
E
42.ETHA

ISHARES TR

+5.4%
Value
$3.2M
Shares
17.6K
% Port
0.49%
P
43.PHM

PULTE GROUP INC

-0.0%
Value
$3.2M
Shares
23.3K
% Port
0.48%
B
44.BXMT

BLACKSTONE MORTGAGE TRUST IN

+1.0%
Value
$3.2M
Shares
188.5K
% Port
0.48%
M
45.MRK

MERCK & CO INC

-1.0%
Value
$3.2M
Shares
24.9K
% Port
0.48%
?
46.N/A

NEOS ETF TRUST

+11.3%
Value
$3M
Shares
56.4K
% Port
0.45%
?
47.N/A

PACER FDS TR

-1.3%
Value
$2.9M
Shares
57.6K
% Port
0.44%
E
48.ETHA

ISHARES TR

+0.3%
Value
$2.8M
Shares
12.5K
% Port
0.43%
I
49.IVZ

INVESCO EXCHANGE TRADED FD T

+0.2%
Value
$2.8M
Shares
15.9K
% Port
0.43%
E
50.ETHA

ISHARES TR

+2.7%
Value
$2.8M
Shares
12.7K
% Port
0.42%