Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Ellis Investment Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Ellis Investment Partners, LLC (CIK 1765590) reported $576.3M across 267 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($29.0M, 5.03%), DVY ($28.7M, 4.98%), AAPL ($27.1M, 4.70%), QQQ ($25.8M, 4.48%), RNP ($24.9M, 4.32%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUGVANGUARD INDEX FDS$29.0M5.03%66,419Added
2DVYISHARES TR$28.7M4.98%189,696Trimmed
3AAPLAPPLE INC$27.1M4.70%106,687Added
4QQQINVESCO QQQ TR$25.8M4.48%44,761Trimmed
5RNPCOHEN & STEERS REIT & PFD &$24.9M4.32%1.3MAdded
6SPYSTATE STR SPDR S&P 500 ETF T$21.2M3.69%32,660Added
7VTVVANGUARD INDEX FDS$17.2M2.98%87,602Added
8IJSISHARES TR$16.3M2.83%137,472Trimmed
9GPIXGOLDMAN SACHS ETF TR$12.7M2.20%253,451Added
10GOOGALPHABET INC$12.1M2.10%42,220Added
11GPIQGOLDMAN SACHS ETF TR$11.6M2.01%234,287Added
12IJJISHARES TR$11.3M1.96%85,123Trimmed
13IJHISHARES TR$11.0M1.91%163,231Added
14IJRISHARES TR$10.4M1.80%83,663Added
15GOOGLALPHABET INC$8.5M1.48%29,646Added
16IVWISHARES TR$8.2M1.42%72,481Trimmed
17BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M1.39%16,726Added
18EFAISHARES TR$7.9M1.38%81,846Added
19BXBLACKSTONE INC$7.2M1.26%62,991Added
20XLFSELECT SECTOR SPDR TR$5.9M1.03%120,159Added
21IXUSISHARES TR$5.3M0.91%60,776Added
22IWFISHARES TR$4.8M0.84%11,336Trimmed
23FSCOFS CREDIT OPPORTUNITIES CORP$4.5M0.79%891,502Added
24IVVISHARES TR$4.5M0.78%6,912Trimmed
25JEPQJ P MORGAN EXCHANGE TRADED F$4.4M0.77%79,584Trimmed

Source: SEC Form 13F filings · as of 2026-03-31