Fund HoldingsELLERSON GROUP INC /ADV

Total Portfolio Value
$147.80M
Total Bought
$147.80M
Total Sold
$160.74M
Net Transaction
-$12.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)094,895+94,895017,69811.97%+17,698
PALANTIR TECHNOLOGIES INC(PLTR)079,958+79,958014,2139.62%+14,213
APPLE INC(AAPL)040,172+40,172010,9217.39%+10,921
ALPHABET INC(GOOG)026,509+26,50908,3195.63%+8,319
REGENERON PHARMACEUTICALS(REGN)08,035+8,03506,2024.20%+6,202
RTX CORPORATION(RTX)033,386+33,38606,1234.14%+6,123
ORACLE CORP(ORCL)030,838+30,83806,0114.07%+6,011
ASML HOLDING N V
N Y REGISTRY SHS
04,621+4,62104,9443.34%+4,944
INVESCO QQQ TR07,073+7,07304,3452.94%+4,345
KINDER MORGAN INC DEL(KMI)0154,191+154,19104,2392.87%+4,239
PALO ALTO NETWORKS INC(PANW)022,270+22,27004,1022.78%+4,102
AMAZON COM INC(AMZN)017,403+17,40304,0172.72%+4,017
JPMORGAN CHASE & CO.(JPM)012,195+12,19503,9292.66%+3,929
AMGEN INC(AMGN)011,943+11,94303,9092.64%+3,909
THERMO FISHER SCIENTIFIC INC(TMO)06,516+6,51603,7762.55%+3,776
EXXON MOBIL CORP030,905+30,90503,7192.52%+3,719
PHILLIPS 66(PSX)028,701+28,70103,7042.51%+3,704
LAMAR ADVERTISING CO NEW(LAMR)029,015+29,01503,6732.48%+3,673
DEXCOM INC(DXCM)053,403+53,40303,5442.40%+3,544
DANAHER CORPORATION(DHR)014,212+14,21203,2532.20%+3,253
PFIZER INC(PFE)0120,863+120,86303,0092.04%+3,009
BLACKSTONE INC(BX)019,079+19,07902,9411.99%+2,941
CENTRUS ENERGY CORP(LEU)011,290+11,29002,7411.85%+2,741
L3HARRIS TECHNOLOGIES INC(LHX)08,857+8,85702,6001.76%+2,600
FEDEX CORP(FDX)07,847+7,84702,2671.53%+2,267
T ROWE PRICE ETF INC
PRICE BLUE CHIP
027,652+27,65201,3790.93%+1,379
ISHARES TR04,909+4,90901,0540.71%+1,054
ALPHABET INC(GOOG)03,250+3,25001,0170.69%+1,017
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
027,421+27,42101,0100.68%+1,010
INTUITIVE SURGICAL INC01,610+1,61009120.62%+912
ISHARES TR05,814+5,81407960.54%+796
NORTHROP GRUMMAN CORP(NOC)01,103+1,10306290.43%+629
ISHARES TR
CORE MSCI EAFE
06,390+6,39005720.39%+572
AGNICO EAGLE MINES LTD(AEM)02,831+2,83104800.32%+480
GOLDMAN SACHS GROUP INC(GS)0535+53504700.32%+470
SPDR S&P MIDCAP 400 ETF TR(MDY)0715+71504310.29%+431
CHEVRON CORP NEW(CVX)02,727+2,72704160.28%+416
CBRE GROUP INC(CBRE)02,475+2,47503980.27%+398
SPDR DOW JONES INDL AVERAGE(DIA)0740+74003560.24%+356
MICROSOFT CORP(MSFT)0681+68103290.22%+329
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,170+7,17003210.22%+321
ISHARES TR0450+45003080.21%+308
BOEING CO(BA)01,402+1,40203040.21%+304
CAPRICOR THERAPEUTICS INC(CAPR)09,690+9,69002800.19%+280
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,739+1,73902700.18%+270
BITWISE BITCOIN ETF TR(BITB)05,457+5,45702600.18%+260
BERKSHIRE HATHAWAY INC DEL0500+50002510.17%+251
AT&T INC(T)09,390+9,39002330.16%+233
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,580+1,58002270.15%+227
ISHARES TR02,619+2,61902220.15%+222
PEPSICO INC(PEP)01,540+1,54002210.15%+221
VANGUARD INTL EQUITY INDEX F01,468+1,46802100.14%+210
VANGUARD INDEX FDS0720+72002010.14%+201
BLUE RIDGE BANKSHARES INC VA011,500+11,5000490.03%+49
BLUE RIDGE BANKSHARES INC VA11,5000-11,500490-49
CAPRICOR THERAPEUTICS INC(CAPR)17,1000-17,1001230-123
META PLATFORMS INC(META)2840-2842090-209
VANGUARD INTL EQUITY INDEX F1,4680-1,4682090-209
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
8680-8682150-215
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7900-7902230-223
ALTRIA GROUP INC(MO)3,3950-3,3952240-224
PEPSICO INC(PEP)1,6400-1,6402300-230
NEWMARKET CORP(NEU)3000-3002480-248
BERKSHIRE HATHAWAY INC DEL5000-5002510-251
AT&T INC(T)9,3900-9,3902650-265
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,7390-1,7392680-268
ISHARES TR4500-4503010-301
BOEING CO(BA)1,4020-1,4023030-303
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,5850-3,5853200-320
SPDR DOW JONES INDL AVERAGE(DIA)7400-7403430-343
INVESCO EXCH TRADED FD TR II2,8350-2,8353430-343
MICROSOFT CORP(MSFT)6810-6813530-353
CBRE GROUP INC(CBRE)2,4750-2,4753900-390
GOLDMAN SACHS GROUP INC(GS)5350-5354260-426
SPDR S&P MIDCAP 400 ETF TR(MDY)7150-7154260-426
CHEVRON CORP NEW(CVX)2,7470-2,7474270-427
AGNICO EAGLE MINES LTD(AEM)2,8310-2,8314770-477
BITWISE BITCOIN ETF TR(BITB)7,7600-7,7604830-483
VANGUARD INDEX FDS1,7700-1,7705200-520
ISHARES TR
CORE MSCI EAFE
6,3900-6,3905580-558
NORTHROP GRUMMAN CORP(NOC)9980-9986080-608
INTUITIVE SURGICAL INC1,6100-1,6107200-720
ALPHABET INC(GOOG)3,2700-3,2707950-795
ISHARES TR4,7590-4,7599960-996
T ROWE PRICE ETF INC
PRICE BLUE CHIP
26,9520-26,9521,3170-1,317
FEDEX CORP(FDX)7,8990-7,8991,8630-1,863
PINNACLE FINL PARTNERS INC24,6580-24,6582,3130-2,313
L3HARRIS TECHNOLOGIES INC(LHX)8,8570-8,8572,7050-2,705
DANAHER CORPORATION(DHR)14,2920-14,2922,8340-2,834
ISHARES TR21,4060-21,4063,0480-3,048
PFIZER INC(PFE)122,2930-122,2933,1160-3,116
THERMO FISHER SCIENTIFIC INC(TMO)6,5650-6,5653,1840-3,184
OCCIDENTAL PETE CORP(OXY)67,9580-67,9583,2110-3,211
BLACKSTONE INC(BX)19,0720-19,0723,2580-3,258
CONSTELLATION BRANDS INC(STZ)24,7370-24,7373,3310-3,331
AMGEN INC(AMGN)12,1590-12,1593,4310-3,431
EXXON MOBIL CORP30,9800-30,9803,4930-3,493
CENTRUS ENERGY CORP(LEU)11,2900-11,2903,5010-3,501
LAMAR ADVERTISING CO NEW(LAMR)29,0150-29,0153,5520-3,552
AMAZON COM INC(AMZN)17,3830-17,3833,8170-3,817
Page 1 of 1