Ellis Investment Partners, LLC

CIK: 0001765590Latest portfolio: $573.5M · Q4 2025

Holdings

251

Total Value

$573.5M

New Positions

250

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VUGVANGUARD INDEX FDS
64,683$31.6M5.50%NEW
2
NDQINVESCO QQQ TR
45,576$28.0M4.88%NEW
3
AQLTISHARES TR
190,572$26.9M4.69%NEW
4
AAPLAPPLE INC
95,981$26.1M4.55%NEW
5
XRNPXCOHEN & STEERS REIT & PFD &
1,226,761$24.4M4.25%NEW
6
SPYSPDR S&P 500 ETF TR
31,391$21.4M3.73%NEW
7
VTVVANGUARD INDEX FDS
86,453$16.5M2.88%NEW
8
IJSISHARES TR
141,884$16.1M2.81%NEW
9
GOOGALPHABET INC
42,035$13.2M2.30%NEW
10
IJJISHARES TR
86,651$11.4M1.99%NEW
11
IJHISHARES TR
158,515$10.5M1.82%NEW
12
JEPQJ P MORGAN EXCHANGE TRADED F
175,227$10.2M1.78%NEW
13
IJRISHARES TR
81,127$9.7M1.70%NEW
14
GOOGLALPHABET INC
29,433$9.2M1.61%NEW
15
IVWISHARES TR
73,950$9.1M1.59%NEW
16
GPIXGOLDMAN SACHS ETF TR
171,550$9.1M1.58%NEW
17
BXBLACKSTONE INC
54,760$8.4M1.47%NEW
18
BRK/BBERKSHIRE HATHAWAY INC DEL
16,329$8.2M1.43%NEW
19
EFAISHARES TR
79,368$7.6M1.33%NEW
20
GPIQGOLDMAN SACHS ETF TR
139,477$7.4M1.29%NEW
21
JEPIJ P MORGAN EXCHANGE TRADED F
104,941$6.0M1.05%NEW
22
IWFISHARES TR
11,736$5.6M0.97%NEW
23
XLFSELECT SECTOR SPDR TR
97,844$5.4M0.93%NEW
24
FSCOFS CREDIT OPPORTUNITIES CORP
850,410$5.4M0.93%NEW
25
IXUSISHARES TR
59,520$5.0M0.88%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($2.7998268972436383e+63T)
Industrials0.0% ($3.461333723702107e+52T)
Technology0.0% ($2.6093486929572586e+47T)
Healthcare0.0% ($2.9232008170216964e+35T)
Consumer Cyclical0.0% ($3.7133055182415365e+24T)
Energy0.0% ($226817751502759648.0T)
Communication Services0.0% ($13190921219301656.0T)
Consumer Defensive0.0% ($21051224895.8T)
Real Estate0.0% ($3419.8T)
Utilities0.0% ($452.3T)
Basic Materials0.0% ($836K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 2, 2026$573.5M251
Q3 2025Oct 22, 2025$553.8B0
Q2 2025Jul 25, 2025$514.7B239
Q1 2025Apr 22, 2025$483.7B234

Fund Information

CIK0001765590
Most Recent FilingFeb 2, 2026
Number of Filings4

Ellis Investment Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $573.5M across 251 holdings. The largest position is VANGUARD INDEX FDS (VUG), representing 5.5% of the portfolio. Compared to the previous quarter, the fund opened 251 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.