Fund HoldingsEllsworth Advisors, LLC

Total Portfolio Value
$505.98M
Total Bought
$87.38M
Total Sold
$62.69M
Net Transaction
+$24.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SANMINA CORPORATION(SANM)037,371+37,37106,5181.29%+6,518
STRATEGIC ED INC(STRA)071,664+71,66406,0571.20%+6,057
PETROLEO BRASILEIRO SA PETRO(PBR)0458,421+458,42105,7811.14%+5,781
ARCHROCK INC(AROC)0202,909+202,90905,3121.05%+5,312
NRG ENERGY INC(NRG)026,015+26,01504,1230.81%+4,123
BOOZ ALLEN HAMILTON HLDG COR027,503+27,50302,6710.53%+2,671
ALPHABET INC(GOOG)33,39632,756-6408,40610,9132.16%+2,507
HARBOR ETF TRUST
COMM ALL WEA ETF
429,093525,330+96,23711,18213,5042.67%+2,321
TECHNIPFMC PLC(FTI)112,655116,542+3,8874,0076,0961.20%+2,089
BRISTOL-MYERS SQUIBB CO(BMY)0115,915+115,91506,5631.30%+6,563
ANGLOGOLD ASHANTI PLC(AU)80,48178,837-1,6446,0547,7691.54%+1,716
JOHNSON & JOHNSON(JNJ)47,57349,191+1,6189,09510,8012.13%+1,706
EXPEDIA GROUP INC(EXPE)19,83320,476+6434,3326,0261.19%+1,694
SPDR GOLD TR(GLD)45,47445,283-19117,61619,1703.79%+1,553
LAM RESEARCH CORP(LRCX)24,08722,959-1,1283,4874,9930.99%+1,506
AMGEN INC(AMGN)25,94127,818+1,8777,7139,1811.81%+1,468
GOLDMAN SACHS GROUP INC(GS)6,5506,634+845,0306,4741.28%+1,443
PNC FINL SVCS GROUP INC(PNC)032,358+32,35806,9581.38%+6,958
US BANCORP DEL(USB)0131,458+131,45807,0921.40%+7,092
DARDEN RESTAURANTS INC(DRI)033,423+33,42307,1641.42%+7,164
FREEPORT-MCMORAN INC(FCX)44,68051,258+6,5781,8643,0730.61%+1,210
WESTERN MIDSTREAM PARTNERS L(WES)142,952155,943+12,9915,3926,4981.28%+1,106
ELI LILLY & CO(LLY)4,3014,482+1813,5554,6300.92%+1,075
WARRIOR MET COAL INC(HCC)010,171+10,17101,0420.21%+1,042
NWPX INFRASTRUCTURE INC(NWPX)014,884+14,88401,0310.20%+1,031
CONTANGO ORE INC033,148+33,14809770.19%+977
ALLIENT INC015,645+15,64509670.19%+967
HARROW INC(HROW)018,909+18,90909170.18%+917
PARKER-HANNIFIN CORP(PH)01,979+1,97901,8690.37%+1,869
UNITED STS LIME & MINERALS I(USLM)06,459+6,45908480.17%+848
NICOLET BANKSHARES INC06,358+6,35808460.17%+846
AMAZON COM INC(AMZN)029,661+29,66107,0651.40%+7,065
GIGACLOUD TECHNOLOGY INC(GCT)019,140+19,14007960.16%+796
ARCUTIS BIOTHERAPEUTICS INC(ARQT)029,887+29,88707880.16%+788
HERC HLDGS INC(HRI)18,09719,347+1,2502,2913,0720.61%+781
COLLEGIUM PHARMACEUTICAL INC(COLL)016,492+16,49207730.15%+773
HCI GROUP INC04,416+4,41607730.15%+773
PACKAGING CORP AMER(PKG)31,33933,057+1,7186,5707,3371.45%+767
RADNET INC(RDNT)010,158+10,15807410.15%+741
RTX CORPORATION(RTX)18,55118,282-2692,9133,6530.72%+741
CISCO SYS INC(CSCO)098,890+98,89007,4411.47%+7,441
AMPHENOL CORP NEW26,03925,749-2903,2713,9710.78%+700
THERAVANCE BIOPHARMA INC(TBPH)033,332+33,33206700.13%+670
KIMBALL ELECTRONICS INC020,886+20,88606550.13%+655
ANI PHARMACEUTICALS INC(ANIP)07,619+7,61906500.13%+650
NUCOR CORP(NUE)016,048+16,04802,8050.55%+2,805
MASTERCRAFT BOAT HLDGS INC027,633+27,63306210.12%+621
MERCK & CO INC(MRK)15,99417,674+1,6801,3451,9610.39%+616
NEWMONT CORP(NEM)24,37325,359+9862,2812,8960.57%+615
MOODYS CORP(MCO)04,425+4,42502,3880.47%+2,388
EXXON MOBIL CORP27,23828,164+9263,0403,6370.72%+597
ROYAL GOLD INC(RGLD)6,7027,417+7151,3551,9220.38%+567
MEDTRONIC PLC(MDT)58,65862,008+3,3505,5926,1391.21%+546
GENUINE PARTS CO(GPC)44,25047,406+3,1565,9106,4551.28%+545
RIO TINTO PLC(RIO)18,03320,118+2,0851,2421,7370.34%+495
MICROCHIP TECHNOLOGY INC.(MCHP)038,475+38,47502,8640.57%+2,864
TOYOTA MOTOR CORP(TM)10,89711,108+2112,1182,5810.51%+463
ENERGY TRANSFER L P(ET)124,760147,029+22,2692,1082,5670.51%+459
EOG RES INC(EOG)036,495+36,49503,9420.78%+3,942
ASTRONICS CORP18,71818,842+1249181,3640.27%+446
OLD REP INTL CORP(ORI)140,183148,420+8,2376,0006,4301.27%+430
AMERICAN ELEC PWR CO INC53,43056,382+2,9526,3336,7321.33%+399
PLAINS GP HLDGS L P(PAGP)067,595+67,59501,3630.27%+1,363
JPMORGAN CHASE & CO.(JPM)9,28210,441+1,1592,8373,2290.64%+392
KINDER MORGAN INC DEL(KMI)80,45294,363+13,9112,2212,5860.51%+365
IRADIMED CORP(IRMD)11,99811,812-1868781,2120.24%+334
PRIMERICA INC(PRI)7,7078,918+1,2112,0642,3880.47%+324
SPDR SERIES TRUST
ST STR SP DIV
02,000+2,00002930.06%+293
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
24,48826,188+1,7001,6301,9030.38%+273
COSTCO WHSL CORP NEW(COST)2,8733,149+2762,7443,0130.60%+269
BRIGHTSPRING HEALTH SVCS INC(BTSG)31,97931,554-4259831,2500.25%+267
MCDONALDS CORP(MCD)4,0444,782+7381,2351,4760.29%+241
BROADCOM INC(AVGO)10,39311,341+9483,6513,8900.77%+239
CVS HEALTH CORP(CVS)29,45632,141+2,6852,3762,6150.52%+239
CECO ENVIRONMENTAL CORP(CECO)14,58515,047+4627669960.20%+229
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
214,337218,255+3,91812,86713,0952.59%+229
CHEVRON CORP NEW(CVX)41,45839,327-2,1316,3066,5351.29%+228
HONEYWELL INTL INC(HON)011,277+11,27702,4250.48%+2,425
TAT TECHNOLOGIES LTD27,04226,489-5531,1411,3660.27%+225
ISHARES TR01,275+1,27502170.04%+217
ALPS ETF TR
ACTIVE REIT ETF
138,735145,061+6,3263,7023,9150.77%+212
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,413+1,41302050.04%+205
CRA INTL INC(CRAI)04,423+4,42309610.19%+961
DOUGLAS DYNAMICS INC(PLOW)23,92824,918+9907389200.18%+182
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
26,12828,306+2,1789801,1500.23%+170
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
128,002129,807+1,8053,4373,6030.71%+167
GORMAN RUPP CO(GRC)18,20918,716+5078419890.20%+148
TRINITY INDS INC(TRN)41,59747,929+6,3321,1721,3170.26%+145
EVERSOURCE ENERGY(ES)17,07519,751+2,6761,2331,3760.27%+143
AMCOR PLC(AMCR)022,793+22,79301,0070.20%+1,007
ALICO INC023,139+23,13909080.18%+908
UNITED FIRE GROUP INC(UFCS)24,95725,583+6267779150.18%+137
ISHARES TR4,0004,750+7505667020.14%+136
APPLE INC(AAPL)47,86746,740-1,12711,93512,0692.39%+133
EZCORP INC(EZPW)43,82144,792+9718339650.19%+132
COMMUNITY TR BANCORP INC(CTBI)012,707+12,70707600.15%+760
ALPHABET INC(GOOG)1,4521,439-133644790.09%+115
CATERPILLAR INC(CAT)0854+85405530.11%+553
NVIDIA CORPORATION(NVDA)84,17181,474-2,69715,13615,2403.01%+103
FIRST SOLAR INC(FSLR)7,7268,172+4461,8881,9910.39%+103
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