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Holders — by stockHoldings — by fund

Ellis Investment Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1765590

$660.0M

disclosed book value

285

positions

5.1%

largest position share

Positions, as of 2026-06-30

top 100 of 285 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TR45,814$33.7M5.1%
2VUGVANGUARD INDEX FDS390,392$33.6M5.1%
3AAPLAPPLE INC104,239$30.2M4.6%
4DVYISHARES TR184,501$28.8M4.4%
5COHEN & STEERS REIT & PFD &1.3M$26.5M4%
6SPYSTATE STR SPDR S&P 500 ETF T33,410$24.9M3.8%
7VTVVANGUARD INDEX FDS88,979$19.4M2.9%
8IJSISHARES TR136,152$18.6M2.8%
9GOOGALPHABET INC42,466$15.0M2.3%
10GPIXGOLDMAN SACHS ETF TR263,470$14.6M2.2%
11GPIQGOLDMAN SACHS ETF TR245,893$14.6M2.2%
12IJRISHARES TR84,684$12.6M1.9%
13IJHISHARES TR162,859$12.6M1.9%
14IJJISHARES TR84,376$12.5M1.9%
15GOOGLALPHABET INC29,586$10.6M1.6%
16IVWISHARES TR71,299$9.8M1.5%
17EFAISHARES TR85,560$8.9M1.3%
18BRK/BBERKSHIRE HATHAWAY INC DEL16,726$8.4M1.3%
19BXBLACKSTONE INC66,215$7.8M1.2%
20XLFSELECT SECTOR SPDR TR126,134$6.8M1%
21CATCATERPILLAR INC6,148$6.5M1%
22XHBSPDR SERIES TRUST54,377$6.3M1%
23IXUSISHARES TR63,518$6.1M0.9%
24NEBIUS GROUP N.V.18,768$5.2M0.8%
25IVVISHARES TR6,894$5.2M0.8%
26IWFISHARES TR39,922$5.0M0.8%
27IEFAISHARES TR50,521$4.9M0.7%
28FS CREDIT OPPORTUNITIES CORP921,127$4.6M0.7%
29JEPQJ P MORGAN EXCHANGE TRADED F72,096$4.4M0.7%
30MUMICRON TECHNOLOGY INC3,829$4.4M0.7%
31AMZNAMAZON COM INC17,579$4.2M0.6%
32MSFTMICROSOFT CORP11,158$4.2M0.6%
33XLUSELECT SECTOR SPDR TR89,924$4.1M0.6%
34XLPSELECT SECTOR SPDR TR48,494$4.0M0.6%
35IWBISHARES TR9,358$3.8M0.6%
36HACKAMPLIFY ETF TR36,512$3.8M0.6%
37UNPUNION PAC CORP13,927$3.8M0.6%
38NVDANVIDIA CORPORATION18,432$3.7M0.6%
39NMIHNMI HLDGS INC89,071$3.7M0.6%
40JEPIJ P MORGAN EXCHANGE TRADED F60,477$3.4M0.5%
41SPLVINVESCO EXCH TRADED FD TR II42,943$3.2M0.5%
42IYYISHARES TR17,601$3.2M0.5%
43PHMPULTE GROUP INC23,312$3.2M0.5%
44BXMTBLACKSTONE MORTGAGE TRUST IN188,470$3.2M0.5%
45MRKMERCK & CO INC24,852$3.2M0.5%
46SPYINEOS ETF TRUST56,411$3.0M0.5%
47CALFPACER FDS TR57,592$2.9M0.4%
48IVEISHARES TR12,471$2.8M0.4%
49PPAINVESCO EXCHANGE TRADED FD T15,910$2.8M0.4%
50QUALISHARES TR12,740$2.8M0.4%
51FSKFS KKR CAP CORP257,563$2.7M0.4%
52RTXRTX CORPORATION13,744$2.6M0.4%
53JCPBJ P MORGAN EXCHANGE TRADED F54,166$2.5M0.4%
54HDVISHARES TR92,478$2.5M0.4%
55COWZPACER FDS TR40,644$2.5M0.4%
56DALDELTA AIR LINES INC26,914$2.5M0.4%
57QQQINEOS ETF TRUST44,356$2.5M0.4%
58VOOVANGUARD INDEX FDS3,583$2.5M0.4%
59EXMOCEXXON MOBIL CORP17,306$2.4M0.4%
60ALKALASKA AIR GROUP INC43,547$2.3M0.3%
61NOBLPROSHARES TR39,777$2.2M0.3%
62COSTCOSTCO WHOLESALE CORPORATION2,365$2.2M0.3%
63DGROISHARES TR28,453$2.2M0.3%
64INCYINCYTE CORP18,266$2.1M0.3%
65SOXXISHARES TR3,154$2.0M0.3%
66IDVISHARES TR47,635$2.0M0.3%
67FANGDIAMONDBACK ENERGY INC11,149$2.0M0.3%
68JNJJOHNSON & JOHNSON7,497$1.9M0.3%
69ABBVABBVIE INC7,558$1.9M0.3%
70EEMISHARES TR27,772$1.9M0.3%
71XRTSPDR SERIES TRUST21,396$1.9M0.3%
72GDGENERAL DYNAMICS CORP5,295$1.9M0.3%
73QTUMETF SER SOLUTIONS11,187$1.9M0.3%
74ISHARES TR72,148$1.8M0.3%
75ISHARES TR72,517$1.8M0.3%
76ISHARES TR71,293$1.8M0.3%
77ISHARES TR70,835$1.8M0.3%
78TIPISHARES TR16,222$1.8M0.3%
79ROYAL CARIBBEAN GROUP5,416$1.7M0.3%
80PIMCO MUN INCOME FD II221,938$1.7M0.3%
81METAMETA PLATFORMS INC2,985$1.7M0.3%
82JAZZ PHARMACEUTICALS PLC6,912$1.7M0.3%
83IJKISHARES TR13,949$1.6M0.2%
84VXUSVANGUARD STAR FDS19,007$1.6M0.2%
85DVNDEVON ENERGY CORP NEW38,874$1.6M0.2%
86USMVISHARES TR16,547$1.6M0.2%
87GLDSPDR GOLD TR4,306$1.6M0.2%
88XLKSELECT SECTOR SPDR TR8,191$1.6M0.2%
89VCSHVANGUARD SCOTTSDALE FDS19,639$1.6M0.2%
90IXNISHARES TR10,549$1.5M0.2%
91BKNGBOOKING HOLDINGS INC8,527$1.5M0.2%
92XLESELECT SECTOR SPDR TR28,574$1.5M0.2%
93TJXTJX COS INC NEW10,002$1.5M0.2%
94KIESPDR SERIES TRUST24,591$1.5M0.2%
95GENGEN DIGITAL INC59,212$1.5M0.2%
96NUVEEN MUN HIGH INCOME OPPOR139,381$1.5M0.2%
97AMGNAMGEN INC4,067$1.5M0.2%
98ILCVISHARES TR14,043$1.4M0.2%
99CIBRFIRST TR EXCHANGE-TRADED FD15,699$1.4M0.2%
100UPROPROSHARES TR9,401$1.3M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.