Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ELLERSON GROUP INC /ADV (CIK 935570) reported $152.6M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($16.5M, 10.81%), PLTR ($11.6M, 7.63%), AAPL ($10.2M, 6.66%), GOOG ($6.8M, 4.48%), REGN ($6.2M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.5M | 10.81% | 94,552 | Trimmed |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $11.6M | 7.63% | 79,572 | Trimmed |
| 3 | AAPL | APPLE INC | $10.2M | 6.66% | 40,013 | Trimmed |
| 4 | GOOG | ALPHABET INC | $6.8M | 4.48% | 23,850 | Trimmed |
| 5 | REGN | REGENERON PHARMACEUTICALS | $6.2M | 4.09% | 8,079 | Added |
| 6 | ASML | ASML HLDG NV | $5.5M | 3.61% | 4,173 | Trimmed |
| 7 | RTX | RTX CORPORATION | $5.2M | 3.42% | 27,032 | Trimmed |
| 8 | KMI | KINDER MORGAN INC DEL | $5.2M | 3.39% | 154,254 | Added |
| 9 | ORCL | ORACLE CORP | $5.1M | 3.36% | 34,828 | Added |
| 10 | PSX | PHILLIPS 66 | $4.9M | 3.21% | 26,856 | Trimmed |
| 11 | PINNACLE FINL PARTNERS INC | $4.8M | 3.13% | 55,499 | New | |
| 12 | XOM | EXXON MOBIL CORP | $4.8M | 3.13% | 28,171 | Trimmed |
| 13 | AMGN | AMGEN INC | $4.2M | 2.76% | 11,958 | Added |
| 14 | QQQ | INVESCO QQQ TR | $4.1M | 2.66% | 7,019 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $3.7M | 2.43% | 17,773 | Added |
| 16 | PANW | PALO ALTO NETWORKS INC | $3.6M | 2.39% | 22,738 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $3.6M | 2.37% | 12,309 | Added |
| 18 | LAMR | LAMAR ADVERTISING CO | $3.6M | 2.36% | 28,453 | Trimmed |
| 19 | DXCM | DEXCOM INC | $3.4M | 2.20% | 53,400 | Trimmed |
| 20 | PFE | PFIZER INC | $3.3M | 2.14% | 116,388 | Trimmed |
| 21 | TOST | TOAST INC | $3.3M | 2.14% | 123,280 | New |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $3.2M | 2.09% | 6,477 | Trimmed |
| 23 | LHX | L3HARRIS TECHNOLOGIES INC | $3.0M | 2.00% | 8,821 | Trimmed |
| 24 | FDX | FEDEX CORP | $2.8M | 1.85% | 7,914 | Added |
| 25 | DHR | DANAHER CORP DEL | $2.8M | 1.81% | 14,553 | Added |
Source: SEC Form 13F filings · as of 2026-03-31