Fund HoldingsEllsworth Advisors, LLC

Total Portfolio Value
$608.55M
Total Bought
$138.76M
Total Sold
$118.80M
Net Transaction
+$19.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BROADCOM INC(AVGO)12,06530,448+18,3833,73412,0051.97%+8,271
ARISTA NETWORKS INC(ANET)046,921+46,92108,0671.33%+8,067
EATON CORP PLC(ETN)8,48324,582+16,0993,03410,1491.67%+7,115
NEUROCRINE BIOSCIENCES INC(NBIX)039,627+39,62706,8181.12%+6,818
CONSOLIDATED EDISON INC(ED)060,272+60,27206,6491.09%+6,649
VISTRA CORP(VST)039,779+39,77906,3741.05%+6,374
NVENT ELEC PLC(NVT)039,242+39,24206,2581.03%+6,258
BP PLC(BP)0145,554+145,55406,0160.99%+6,016
JONES LANG LASALLE INC(JLL)017,905+17,90505,8710.96%+5,871
DELL TECHNOLOGIES INC(DELL)40,67729,407-11,2706,67612,1361.99%+5,459
GOLDMAN SACHS GROUP INC(GS)6,7969,534+2,7385,74910,9841.80%+5,235
EVERPURE INC(P)070,391+70,39104,9800.82%+4,980
ADVANCED MICRO DEVICES INC(AMD)36,57622,431-14,1457,44111,8691.95%+4,428
HEWLETT PACKARD ENTERPRISE C(HPE)081,634+81,63403,8690.64%+3,869
CHENIERE ENERGY INC(LNG)012,637+12,63703,2330.53%+3,233
APPLE INC(AAPL)48,12346,635-1,48812,21315,2732.51%+3,060
MICROSOFT CORP(MSFT)19,69225,878+6,1867,28910,2381.68%+2,949
HUNTINGTON INGALLS INDS INC(HII)010,089+10,08902,8030.46%+2,803
DICKS SPORTING GOODS INC(DKS)013,411+13,41102,8010.46%+2,801
HARBOR ETF TRUST
COMM ALL WEA ETF
577,276645,893+68,61717,90120,5143.37%+2,612
META PLATFORMS INC(META)13,53315,147+1,6147,74310,3201.70%+2,577
NVIDIA CORPORATION(NVDA)80,84378,008-2,83514,09916,5772.72%+2,478
CISCO SYS INC(CSCO)102,51393,029-9,4847,95410,3981.71%+2,444
ALPHABET INC(GOOG)32,93330,710-2,2239,44711,3691.87%+1,922
PNC FINL SVCS GROUP INC(PNC)33,47934,601+1,1226,9678,7941.45%+1,827
SANMINA CORP(SANM)38,49032,539-5,9514,9906,7461.11%+1,756
US BANCORP(USB)136,222139,376+3,1547,0858,7821.44%+1,697
AMAZON COM INC(AMZN)30,91231,692+7806,4388,0801.33%+1,642
LAM RESEARCH CORP(LRCX)21,49618,156-3,3404,5936,0901.00%+1,497
PUBLIC STORAGE(PSA)21,94623,310+1,3645,9457,3351.21%+1,390
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
39,19766,497+27,3001,9843,3570.55%+1,373
CVS HEALTH CORP(CVS)35,74536,968+1,2232,5673,9150.64%+1,348
HONEYWELL INTL INC05,817+5,81701,2960.21%+1,296
HONEYWELL AEROSPACE INC05,749+5,74901,2220.20%+1,222
CALUMET INC(CLMT)028,988+28,98801,1600.19%+1,160
CATERPILLAR INC(CAT)4,6264,839+2133,2774,4250.73%+1,147
PENNANT GROUP INC027,834+27,83401,1150.18%+1,115
NUCOR CORP(NUE)16,22515,944-2812,7443,7770.62%+1,033
ANDERSONS INC013,304+13,30401,0000.16%+1,000
RAPPORT THERAPEUTICS INC(RAPP)024,539+24,53909800.16%+980
WESTERN MIDSTREAM PARTNERS L(WES)166,306172,429+6,1236,8477,8231.29%+976
CINCINNATI FINL CORP(CINF)05,533+5,53309540.16%+954
ARRIVENT BIOPHARMA INC(AVBP)027,001+27,00108900.15%+890
SURROZEN INC(SRZN)039,283+39,28308560.14%+856
USA COMPRESSION PARTNERS LP(USAC)031,705+31,70508430.14%+843
MICROCHIP TECHNOLOGY INC.(MCHP)39,52739,335-1922,5543,3930.56%+839
PACKAGING CORP AMER(PKG)34,34235,596+1,2547,2888,1111.33%+823
NAVIGATOR HLDGS LTD(NVGS)038,012+38,01208100.13%+810
ALPS ETF TR
ACTIVE REIT ETF
149,236159,149+9,9134,0814,8800.80%+799
ALTRIA GROUP INC(MO)125,771128,957+3,1868,3009,0941.49%+794
SCIENCE APPLICATIONS INTL CO(SAIC)30,63831,873+1,2352,9083,6740.60%+766
AMPHENOL CORP26,50525,881-6243,3494,0640.67%+715
MISTRAS GROUP INC(MG)042,316+42,31606790.11%+679
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
224,884235,692+10,80813,44414,0992.32%+656
BRIGHTSPRING HEALTH SVCS INC(BTSG)28,99527,180-1,8151,2351,8550.30%+620
VISA INC(V)8,9419,344+4032,7023,3180.55%+616
SPYRE THERAPEUTICS INC(SYRE)21,96316,553-5,4101,1081,6900.28%+582
OLD REP INTL CORP(ORI)159,318171,627+12,3096,3576,9181.14%+561
BERKSHIRE HATHAWAY INC DEL16,50417,326+8227,9098,4611.39%+552
THERMO FISHER SCIENTIFIC INC(TMO)5,4276,008+5812,6673,2160.53%+549
AMCOR PLC
COM NEW
30,04039,427+9,3871,1941,7110.28%+517
MOVADO GROUP INC(MOV)35,15734,789-3688591,3480.22%+489
TRINITY INDS INC(TRN)52,60459,731+7,1271,6932,1540.35%+461
ENTERPRISE PRODS PARTNERS L(EPD)256,060270,501+14,4419,68910,1491.67%+460
JPMORGAN CHASE & CO(JPM)1,0952,178+1,0833227560.12%+434
VANGUARD INDEX FDS01,138+1,13804240.07%+424
ALLIENT INC15,56515,111-4549201,3420.22%+422
PARKER-HANNIFIN CORP(PH)2,0272,337+3101,8152,2270.37%+412
AMERICAN ELEC PWR CO INC58,75661,042+2,2867,7028,0881.33%+386
EVERSOURCE ENERGY(ES)21,87725,658+3,7811,5161,8930.31%+378
NWPX INFRASTRUCTURE INC(NWPX)14,30110,891-3,4101,1131,4710.24%+358
CURTISS WRIGHT CORP(CW)0475+47503570.06%+357
ADOBE INC(ADBE)01,582+1,58203550.06%+355
TRAVELERS COMPANIES INC(TRV)01,066+1,06603510.06%+351
MCKESSON CORP(MCK)0438+43803490.06%+349
MATSON INC(MATX)01,623+1,62303390.06%+339
MEDTRONIC PLC(MDT)65,62074,759+9,1395,6866,0160.99%+330
CHUBB LIMITED
COM
0967+96703260.05%+326
APPLIED MATLS INC0554+55403210.05%+321
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
26,23926,353+1141,7922,1120.35%+321
PALO ALTO NETWORKS INC(PANW)1,6561,65602655860.10%+321
CASEYS GEN STORES INC(CASY)0394+39403190.05%+319
ILLINOIS TOOL WKS INC(ITW)01,169+1,16903170.05%+317
FEDERAL SIGNAL CORP(FSS)02,687+2,68703160.05%+316
MIRUM PHARMACEUTICALS INC(MIRM)10,62910,728+999821,2980.21%+316
CUMMINS INC(CMI)0465+46503100.05%+310
KRYSTAL BIOTECH INC(KRYS)3,2453,268+238381,1450.19%+306
UNITED FIRE GROUP INC(UFCS)25,85625,734-1229581,2610.21%+302
NATIONAL HEALTHCARE CORP(NHC)4,9104,966+567841,0740.18%+289
PEAPACK-GLADSTONE FINL CORP(PGC)24,38424,488+1048591,1370.19%+279
INVESCO QQQ TR1,6751,731+569671,2430.20%+276
GORMAN RUPP CO(GRC)18,02817,565-4631,1201,3910.23%+271
EZCORP INC(EZPW)41,45140,264-1,1871,0521,3200.22%+268
CHEMED CORP NEW(CHE)0535+53502640.04%+264
PLAINS GP HLDGS L P(PAGP)74,56882,551+7,9831,8112,0720.34%+262
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,415+1,41502570.04%+257
DARDEN RESTAURANTS INC(DRI)35,15236,446+1,2946,8917,1461.17%+254
LIQUIDITY SVCS INC(LQDT)26,38026,711+3318061,0590.17%+253
REPUBLIC SVCS INC(RSG)01,157+1,15702510.04%+251
WW GRAINGER INC(GWW)0182+18202500.04%+250
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Ellsworth Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail