Fund HoldingsEllsworth Advisors, LLC

Total Portfolio Value
$281.86M
Total Bought
$62.15M
Total Sold
$55.81M
Net Transaction
+$6.33M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CENTENE CORP DEL(CNC)061,194+61,19404,4021.56%+4,402
ARCH CAP GROUP LTD
ORD
052,449+52,44904,3941.56%+4,394
INTEGRA LIFESCIENCES HLDGS C(IART)0102,500+102,50003,8831.38%+3,883
AUTOZONE INC(AZO)01,727+1,72704,3081.53%+4,308
AGCO CORP031,025+31,02503,5941.28%+3,594
TIMKEN CO(TKR)051,441+51,44103,5921.27%+3,592
COLUMBUS MCKINNON CORP N Y0104,163+104,16303,4231.21%+3,423
QUAKER HOUGHTON(KWR)023,326+23,32603,4091.21%+3,409
TOYOTA MOTOR CORP(TM)09,045+9,04501,5800.56%+1,580
WALMART INC(WMT)010,922+10,92201,7560.62%+1,756
WATSCO INC(WSO)02,547+2,54709020.32%+902
HUMANA INC(HUM)8,7199,104+3853,8984,7591.69%+860
AUTOLIV INC(ALV)09,421+9,42108490.30%+849
ARES MANAGEMENT CORPORATION(ARES)07,594+7,59407980.28%+798
GEN DIGITAL INC(GEN)042,614+42,61407410.26%+741
VAIL RESORTS INC(MTN)03,365+3,36507250.26%+725
INTUIT(INTU)9,1829,402+2204,2074,9031.74%+696
PACKAGING CORP AMER(PKG)32,18432,948+7644,2534,9271.75%+674
CNH INDL N V
SHS
056,629+56,62906470.23%+647
POWELL INDS INC(POWL)06,621+6,62104970.18%+497
DONNELLEY FINL SOLUTIONS INC(DFIN)08,443+8,44304480.16%+448
PROS HOLDINGS INC012,737+12,73704280.15%+428
NEWMONT CORP(NEM)010,301+10,30104060.14%+406
ENNIS INC019,107+19,10704030.14%+403
ESSENT GROUP LTD(ESNT)08,315+8,31503940.14%+394
GLOBAL INDEMNITY GROUP LLC011,798+11,79803930.14%+393
FLYWIRE CORPORATION(FLYW)013,669+13,66903880.14%+388
GLOBAL INDUSTRIAL COMPANY011,608+11,60803880.14%+388
EPLUS INC(PLUS)05,968+5,96803840.14%+384
KARAT PACKAGING INC017,370+17,37003800.13%+380
COVENANT LOGISTICS GROUP INC(CVLG)08,963+8,96303780.13%+378
COGENT COMMUNICATIONS HLDGS05,785+5,78503740.13%+374
DOUBLEVERIFY HLDGS INC(DV)013,250+13,25003710.13%+371
PROCORE TECHNOLOGIES INC(PCOR)05,731+5,73103700.13%+370
DELL TECHNOLOGIES INC(DELL)13,93416,756+2,8227541,1230.40%+369
MILLER INDS INC TENN09,878+9,87803680.13%+368
VAXCYTE INC(PCVX)07,853+7,85303650.13%+365
NATERA INC(NTRA)08,778+8,77803640.13%+364
OIL DRI CORP AMER(ODC)06,388+6,38803630.13%+363
LULULEMON ATHLETICA INC(LULU)10,34710,795+4483,9164,2771.52%+361
ENERGY TRANSFER L P(ET)48,62366,814+18,1916189370.33%+320
GILEAD SCIENCES INC(GILD)6,87210,342+3,4705308110.29%+282
SCHRODINGER INC(SDGR)011,527+11,52702600.09%+260
PRUDENTIAL FINL INC(PFH)44,59744,953+3563,9344,1941.49%+259
PAYCHEX INC(PAYX)37,37637,565+1894,1814,4401.58%+259
BUNGE LIMITED5,3507,324+1,9745057590.27%+254
JPMORGAN CHASE & CO(JPM)4,2375,905+1,6686168580.30%+242
ELI LILLY & CO(LLY)0395+39502340.08%+234
SANOFI(SNY)11,17315,823+4,6506028280.29%+225
BROADCOM INC(AVGO)1,0691,319+2509271,1450.41%+217
TEUCRIUM COMMODITY TR(BTCK)06,495+6,49502050.07%+205
DEVON ENERGY CORP NEW(DVN)04,153+4,15302050.07%+205
PUBLIC STORAGE(PSA)1,7852,767+9825217150.25%+194
BANK AMERICA CORP23,41931,990+8,5716728620.31%+191
ALPHA METALLURGICAL RESOUR I02,585+2,58505820.21%+582
CISCO SYS INC(CSCO)86,21686,523+3074,4614,6131.64%+153
LAMAR ADVERTISING CO NEW(LAMR)5,9728,956+2,9845937420.26%+149
RESTAURANT BRANDS INTL INC(QSR)7,96911,559+3,5906187630.27%+145
WINMARK CORP(WINA)1,6231,624+15396810.24%+141
GENPACT LIMITED
SHS
84,24493,669+9,4253,1653,3041.17%+139
STERLING INFRASTRUCTURE INC(STRL)11,27010,687-5836297660.27%+137
AMERICAN TOWER CORP NEW(AMT)2,9574,378+1,4215736980.25%+125
CATERPILLAR INC(CAT)21,57721,480-975,3095,4321.93%+123
FABRINET(FN)03,349+3,34905490.19%+549
US BANCORP DEL(USB)96,953101,327+4,3743,2033,3181.18%+115
SHELL PLC(SHEL)13,22613,357+1317999100.32%+111
ARCHER DANIELS MIDLAND CO47,70250,217+2,5153,6043,7081.32%+104
NUVALENT INC(NUVL)011,691+11,69105970.21%+597
GRAHAM CORP(GHM)029,299+29,29904830.17%+483
CONSOLIDATED WATER CO INC
ORD
27,34326,716-6276637570.27%+95
EXXON MOBIL CORP25,62525,150-4752,7482,8421.01%+94
IRON MTN INC DEL(IRM)22,34422,785+4411,2701,3610.48%+92
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
14,73917,384+2,6456947840.28%+90
BLACKSTONE INC(BX)41,14841,343+1953,8263,8951.38%+70
LYONDELLBASELL INDUSTRIES N
SHS - A -
45,56245,857+2954,1844,2531.51%+69
BANK NEW YORK MELLON CORP86,89292,919+6,0273,8683,9201.39%+52
ISHARES TR0810+81003470.12%+347
UNITEDHEALTH GROUP INC(UNH)0864+86404590.16%+459
INTEL CORP(INTC)15,92116,126+2055325750.20%+43
TRANSCAT INC04,211+4,21103960.14%+396
ENTERPRISE PRODS PARTNERS L(EPD)20,40020,780+3805385730.20%+35
NORTHEAST BK LEWISTON ME
COM
011,265+11,26505050.18%+505
OCCIDENTAL PETE CORP(OXY)03,928+3,92802610.09%+261
CHEVRON CORP NEW(CVX)02,008+2,00803400.12%+340
CORVEL CORP(CRVL)01,999+1,99904050.14%+405
COLISEUM ACQUISITION CORP0166,666+166,6660180.01%+18
ISHARES TR01,190+1,19002870.10%+287
CHESAPEAKE ENERGY CORP(EXE)02,863+2,86302540.09%+254
ENSIGN GROUP INC(ENSG)03,955+3,95503810.14%+381
META PLATFORMS INC(META)01,100+1,10003440.12%+344
DIGITAL RLTY TR INC(DLR)01,985+1,98502300.08%+230
FEDERAL AGRIC MTG CORP(AGM)03,005+3,00504310.15%+431
RADIAN GROUP INC(RDN)015,344+15,34403860.14%+386
NORTHERN DYNASTY MINERALS LT(NAK)014,732+14,732050.00%+5
TOWNEBANK PORTSMOUTH VA
COM
09,924+9,92402250.08%+225
PALO ALTO NETWORKS INC(PANW)0848+84802150.08%+215
AT&T INC(T)010,489+10,48901600.06%+160
RIO TINTO PLC(RIO)06,059+6,05903750.13%+375
PROCTER AND GAMBLE CO(PG)3,5933,624+315455370.19%-8
VANGUARD INDEX FDS01,552+1,55204250.15%+425
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