Ellis Investment Partners, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$573.5M

Holdings

251

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (251 positions)

#StockSharesValue% PortfolioType
1
VUGVANGUARD INDEX FDS
64,683$31.6M5.50%
2
NDQINVESCO QQQ TR
45,576$28.0M4.88%
3
AQLTISHARES TR
190,572$26.9M4.69%
4
AAPLAPPLE INC
95,981$26.1M4.55%
5
XRNPXCOHEN & STEERS REIT & PFD &
1,226,761$24.4M4.25%
6
SPYSPDR S&P 500 ETF TR
31,391$21.4M3.73%
7
VTVVANGUARD INDEX FDS
86,453$16.5M2.88%
8
IJSISHARES TR
141,884$16.1M2.81%
9
GOOGALPHABET INC
42,035$13.2M2.30%
10
IJJISHARES TR
86,651$11.4M1.99%
11
IJHISHARES TR
158,515$10.5M1.82%
12
JEPQJ P MORGAN EXCHANGE TRADED F
175,227$10.2M1.78%
13
IJRISHARES TR
81,127$9.7M1.70%
14
GOOGLALPHABET INC
29,433$9.2M1.61%
15
IVWISHARES TR
73,950$9.1M1.59%
16
GPIXGOLDMAN SACHS ETF TR
171,550$9.1M1.58%
17
BXBLACKSTONE INC
54,760$8.4M1.47%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
16,329$8.2M1.43%
19
EFAISHARES TR
79,368$7.6M1.33%
20
GPIQGOLDMAN SACHS ETF TR
139,477$7.4M1.29%
21
JEPIJ P MORGAN EXCHANGE TRADED F
104,941$6.0M1.05%
22
IWFISHARES TR
11,736$5.6M0.97%
23
XLFSELECT SECTOR SPDR TR
97,844$5.4M0.93%
24
FSCOFS CREDIT OPPORTUNITIES CORP
850,410$5.4M0.93%
25
IXUSISHARES TR
59,520$5.0M0.88%
26
MSFTMICROSOFT CORP
10,069$4.9M0.85%
27
IVVISHARES TR
6,936$4.8M0.83%
28
XHBSPDR SERIES TRUST
45,801$4.7M0.82%
29
AQLTISHARES TR
46,756$4.2M0.73%
30
XLUSELECT SECTOR SPDR TR
95,565$4.1M0.71%
31
AMZNAMAZON COM INC
16,087$3.7M0.65%
32
FSKFS KKR CAP CORP
247,512$3.7M0.64%
33
NMIHNMI HLDGS INC
88,194$3.6M0.63%
34
XLFISELECT SECTOR SPDR TR
46,076$3.6M0.62%
35
CATCATERPILLAR INC
6,042$3.5M0.60%
36
BXMTBLACKSTONE MTG TR INC
178,745$3.4M0.60%
37
IWBISHARES TR
9,063$3.4M0.59%
38
UNPUNION PAC CORP
14,428$3.3M0.58%
39
SPLVINVESCO EXCH TRADED FD TR II
45,972$3.3M0.57%
40
HACKAMPLIFY ETF TR
39,095$3.1M0.55%
41
PHMPULTE GROUP INC
26,058$3.1M0.53%
42
XLESELECT SECTOR SPDR TR
67,599$3.0M0.53%
43
QCOMQUALCOMM INC
17,290$3.0M0.52%
44
MRKMERCK & CO INC
27,772$2.9M0.51%
45
IYY*ISHARES TR
16,527$2.7M0.48%
46
CALFPACER FDS TR
61,556$2.7M0.48%
47
IVEISHARES TR
12,709$2.7M0.47%
48
NVDANVIDIA CORPORATION
13,870$2.6M0.45%
49
PPAINVESCO EXCHANGE TRADED FD T
15,876$2.5M0.43%
50
QUALISHARES TR
12,340$2.5M0.43%
51
COWZPACER FDS TR
40,295$2.4M0.42%
52
RTXRTX CORPORATION
12,928$2.4M0.41%
53
XOMEXXON MOBIL CORP
18,847$2.3M0.40%
54
HDVISHARES TR
18,371$2.2M0.39%
55
INTUINTUIT
3,335$2.2M0.39%
56
NOBLPROSHARES TR
20,939$2.2M0.38%
57
ALAIR LEASE CORP
32,804$2.1M0.37%
58
COSTCOSTCO WHSL CORP NEW
2,441$2.1M0.37%
59
DGROISHARES TR
30,054$2.1M0.36%
60
ALKALASKA AIR GROUP INC
40,909$2.1M0.36%
61
INCYINCYTE CORP
20,338$2.0M0.35%
62
METAMETA PLATFORMS INC
2,924$1.9M0.34%
63
VOOVANGUARD INDEX FDS
3,005$1.9M0.33%
64
XRTSPDR SERIES TRUST
22,076$1.9M0.33%
65
GQ9SPDR GOLD TR
4,641$1.8M0.32%
66
USMVISHARES TR
19,487$1.8M0.32%
67
BKNGBOOKING HOLDINGS INC
340$1.8M0.32%
68
DALDELTA AIR LINES INC DEL
26,008$1.8M0.31%
69
IBMTISHARES TR
68,872$1.8M0.31%
70
IBMSISHARES TR
68,420$1.8M0.31%
71
IBMQISHARES TR
69,683$1.8M0.31%
72
IBMRISHARES TR
70,043$1.8M0.31%
73
GDGENERAL DYNAMICS CORP
5,286$1.8M0.31%
74
FANGDIAMONDBACK ENERGY INC
11,810$1.8M0.31%
75
IDV*ISHARES TR
44,686$1.8M0.31%
76
TIPISHARES TR
15,692$1.7M0.30%
77
ABBVABBVIE INC
7,452$1.7M0.30%
78
JNJJOHNSON & JOHNSON
8,197$1.7M0.30%
79
KIESPDR SERIES TRUST
27,851$1.7M0.29%
80
NBISNEBIUS GROUP N.V.
19,753$1.7M0.29%
81
PMLPIMCO MUN INCOME FD II
213,498$1.6M0.28%
82
TJXTJX COS INC NEW
10,003$1.5M0.27%
83
DVNDEVON ENERGY CORP NEW
41,024$1.5M0.26%
84
AONAON PLC
3,987$1.4M0.25%
85
FDISFIDELITY COVINGTON TRUST
13,553$1.4M0.24%
86
VCSHVANGUARD SCOTTSDALE FDS
17,288$1.4M0.24%
87
IJKISHARES TR
14,031$1.4M0.24%
88
JCPBJ P MORGAN EXCHANGE TRADED F
28,252$1.3M0.23%
89
IAU*ISHARES GOLD TR
16,352$1.3M0.23%
90
ILCVISHARES TR
14,012$1.3M0.23%
91
PGPROCTER AND GAMBLE CO
8,544$1.2M0.21%
92
VXUSVANGUARD STAR FDS
16,170$1.2M0.21%
93
QTUMETF SER SOLUTIONS
11,083$1.2M0.21%
94
GENGEN DIGITAL INC
43,499$1.2M0.21%
95
UPROPROSHARES TR
10,021$1.2M0.20%
96
CIBRFIRST TR EXCHANGE TRADED FD
15,993$1.1M0.20%
97
AMGNAMGEN INC
3,445$1.1M0.20%
98
IXNISHARES TR
10,589$1.1M0.19%
99
JAZZJAZZ PHARMACEUTICALS PLC
6,453$1.1M0.19%
100
NMZNUVEEN MUN HIGH INCOME OPPOR
105,890$1.1M0.19%
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