MondegarAI
Ellis Investment Partners, LLC

Q4 2025 · 13F-HR

Ellis Investment Partners, LLCholdings as filed

Filed 2026-02-02 · accession 0001172661-26-000417

$573.5M
Reported value
251
Positions
2025-12-31
Period end
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The Brief · Ellis Investment Partners, LLC · Q4 2025

AI · grounded in 13F

Ellis Investment Partners, LLC closed its position in APA, reducing its holdings by $2,050,727. The fund established a new position in IBMT valued at $1,787,239. Other notable activity includes increasing shares of GPIQ by 325.08% and GPIX by 60.11%, while trimming holdings in AL by 47.36% and PML by 49.14%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$31.6M5.50%64,683CommonSOLE
46090E103QQQINVESCO QQQ TR$28.0M4.88%45,576CommonSOLE
464287168DVYISHARES TR$26.9M4.69%190,572CommonSOLE
037833100AAPLAPPLE INC$26.1M4.55%95,981CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$24.4M4.25%1,226,761CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$21.4M3.73%31,391CommonSOLE
922908744VTVVANGUARD INDEX FDS$16.5M2.88%86,453CommonSOLE
464287879IJSISHARES TR$16.1M2.81%141,884CommonSOLE
02079K107GOOGALPHABET INC$13.2M2.30%42,035CommonSOLE
464287705IJJISHARES TR$11.4M1.99%86,651CommonSOLE
464287507IJHISHARES TR$10.5M1.82%158,515CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$10.2M1.78%175,227CommonSOLE
464287804IJRISHARES TR$9.7M1.70%81,127CommonSOLE
02079K305GOOGLALPHABET INC$9.2M1.61%29,433CommonSOLE
464287309IVWISHARES TR$9.1M1.59%73,950CommonSOLE
38149W622GPIXGOLDMAN SACHS ETF TR$9.1M1.58%171,550CommonSOLE
09260D107BXBLACKSTONE INC$8.4M1.47%54,760CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.2M1.43%16,329CommonSOLE
464287465EFAISHARES TR$7.6M1.33%79,368CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$7.4M1.29%139,477CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.0M1.05%104,941CommonSOLE
464287614IWFISHARES TR$5.6M0.97%11,736CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.4M0.93%97,844CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$5.4M0.93%850,410CommonSOLE
46432F834IXUSISHARES TR$5.0M0.88%59,520CommonSOLE
594918104MSFTMICROSOFT CORP$4.9M0.85%10,069CommonSOLE
464287200IVVISHARES TR$4.8M0.83%6,936CommonSOLE
78464A888XHBSPDR SERIES TRUST$4.7M0.82%45,801CommonSOLE
46432F842IEFAISHARES TR$4.2M0.73%46,756CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.1M0.71%95,565CommonSOLE
023135106AMZNAMAZON COM INC$3.7M0.65%16,087CommonSOLE
302635206FSKFS KKR CAP CORP$3.7M0.64%247,512CommonSOLE
629209305NMIHNMI HLDGS INC$3.6M0.63%88,194CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$3.6M0.62%46,076CommonSOLE
149123101CATCATERPILLAR INC$3.5M0.60%6,042CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$3.4M0.60%178,745CommonSOLE
464287622IWBISHARES TR$3.4M0.59%9,063CommonSOLE
907818108UNPUNION PAC CORP$3.3M0.58%14,428CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3.3M0.57%45,972CommonSOLE
032108664HACKAMPLIFY ETF TR$3.1M0.55%39,095CommonSOLE
745867101PHMPULTE GROUP INC$3.1M0.53%26,058CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.0M0.53%67,599CommonSOLE
747525103QCOMQUALCOMM INC$3.0M0.52%17,290CommonSOLE
58933Y105MRKMERCK & CO INC$2.9M0.51%27,772CommonSOLE
464287846IYYISHARES TR$2.7M0.48%16,527CommonSOLE
69374H857CALFPACER FDS TR$2.7M0.48%61,556CommonSOLE
464287408IVEISHARES TR$2.7M0.47%12,709CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.6M0.45%13,870CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2.5M0.43%15,876CommonSOLE
46432F339QUALISHARES TR$2.5M0.43%12,340CommonSOLE
69374H881COWZPACER FDS TR$2.4M0.42%40,295CommonSOLE
75513E101RTXRTX CORPORATION$2.4M0.41%12,928CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.3M0.40%18,847CommonSOLE
46429B663HDVISHARES TR$2.2M0.39%18,371CommonSOLE
461202103INTUINTUIT$2.2M0.39%3,335CommonSOLE
74348A467NOBLPROSHARES TR$2.2M0.38%20,939CommonSOLE
00912X302ALAIR LEASE CORP$2.1M0.37%32,804CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.37%2,441CommonSOLE
46434V621DGROISHARES TR$2.1M0.36%30,054CommonSOLE
011659109ALKALASKA AIR GROUP INC$2.1M0.36%40,909CommonSOLE
45337C102INCYINCYTE CORP$2.0M0.35%20,338CommonSOLE
30303M102METAMETA PLATFORMS INC$1.9M0.34%2,924CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.9M0.33%3,005CommonSOLE
78464A714XRTSPDR SERIES TRUST$1.9M0.33%22,076CommonSOLE
78463V107GLDSPDR GOLD TR$1.8M0.32%4,641CommonSOLE
46429B697USMVISHARES TR$1.8M0.32%19,487CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.32%340CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.8M0.31%26,008CommonSOLE
46438G356IBMTISHARES TR$1.8M0.31%68,872CommonSOLE
46438G687IBMSISHARES TR$1.8M0.31%68,420CommonSOLE
46435U325IBMQISHARES TR$1.8M0.31%69,683CommonSOLE
46436E163IBMRISHARES TR$1.8M0.31%70,043CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.8M0.31%5,286CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.8M0.31%11,810CommonSOLE
464288448IDVISHARES TR$1.8M0.31%44,686CommonSOLE
464287176TIPISHARES TR$1.7M0.30%15,692CommonSOLE
00287Y109ABBVABBVIE INC$1.7M0.30%7,452CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.30%8,197CommonSOLE
78464A789KIESPDR SERIES TRUST$1.7M0.29%27,851CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.7M0.29%19,753CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$1.6M0.28%213,498CommonSOLE
872540109TJXTJX COS INC NEW$1.5M0.27%10,003CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.26%41,024CommonSOLE
G0403H108AONAON PLC$1.4M0.25%3,987CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$1.4M0.24%13,553CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.4M0.24%17,288CommonSOLE
464287606IJKISHARES TR$1.4M0.24%14,031CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.3M0.23%28,252CommonSOLE
464285204IAUISHARES GOLD TR$1.3M0.23%16,352CommonSOLE
464288109ILCVISHARES TR$1.3M0.23%14,012CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.2M0.21%8,544CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.2M0.21%16,170CommonSOLE
26922A420QTUMETF SER SOLUTIONS$1.2M0.21%11,083CommonSOLE
668771108GENGEN DIGITAL INC$1.2M0.21%43,499CommonSOLE
74347X864UPROPROSHARES TR$1.2M0.20%10,021CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.1M0.20%15,993CommonSOLE
031162100AMGNAMGEN INC$1.1M0.20%3,445CommonSOLE
464287291IXNISHARES TR$1.1M0.19%10,589CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.1M0.19%6,453CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$1.1M0.19%105,890CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.19%4,126CommonSOLE
464287226AGGISHARES TR$1.0M0.18%10,226CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.0M0.18%21,109CommonSOLE
922908553VNQVANGUARD INDEX FDS$999,8350.17%11,298CommonSOLE
595112103MUMICRON TECHNOLOGY INC$991,1910.17%3,472CommonSOLE
718172109PMPHILIP MORRIS INTL INC$986,7100.17%6,151CommonSOLE
532457108LLYELI LILLY & CO$973,9220.17%906CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$960,5270.17%3,711CommonSOLE
464287523SOXXISHARES TR$933,2620.16%3,098CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$930,8890.16%33,936CommonSOLE
11135F101AVGOBROADCOM INC$903,0590.16%2,609CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$902,3570.16%2,733CommonSOLE
713448108PEPPEPSICO INC$895,7100.16%6,241CommonSOLE
437076102HDHOME DEPOT INC$891,5060.16%2,590CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$878,0480.15%6,098CommonSOLE
78433H303SPYINEOS ETF TRUST$876,8020.15%16,691CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$850,2690.15%26,105CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$849,1810.15%5,485CommonSOLE
464288869IWCISHARES TR$845,4450.15%5,361CommonSOLE
464288521USRTISHARES TR$838,5450.15%14,721CommonSOLE
749685103RPMRPM INTL INC$836,1030.15%8,039CommonSOLE
97717X578XSOEWISDOMTREE TR$832,2550.15%21,328CommonSOLE
46429B689EFAVISHARES TR$824,8000.14%9,562CommonSOLE
69374H360COWGPACER FDS TR$824,2220.14%23,408CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$816,7240.14%53,241CommonSOLE
464288760ITAISHARES TR$774,2870.14%3,606CommonSOLE
191216100KOCOCA COLA CO$772,7180.13%11,053CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$759,6920.13%23,695CommonSOLE
301505723HTECEXCHANGE TRADED CONCEPTS TRU$725,6380.13%20,544CommonSOLE
46435U135IHAKISHARES TR$719,3940.13%14,949CommonSOLE
78433H675QQQINEOS ETF TRUST$718,3780.13%13,337CommonSOLE
25459W847TNADIREXION SHS ETF TR$711,9700.12%15,633CommonSOLE
464287887IJTISHARES TR$703,4440.12%4,983CommonSOLE
464287655IWMISHARES TR$701,6350.12%2,850CommonSOLE
464287689IWVISHARES TR$675,9710.12%1,747CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$666,8950.12%3,034CommonSOLE
097023105BABOEING CO$664,3870.12%3,060CommonSOLE
863667101SYKSTRYKER CORPORATION$652,1820.11%1,855CommonSOLE
025816109AXPAMERICAN EXPRESS CO$644,3830.11%1,741CommonSOLE
166764100CVXCHEVRON CORP NEW$641,1110.11%4,206CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$621,3050.11%2,522CommonSOLE
756109104OREALTY INCOME CORP$609,1240.11%10,805CommonSOLE
17275R102CSCOCISCO SYS INC$598,2790.10%7,766CommonSOLE
46141T117PPIINVESTMENT MANAGERS SER TR I$590,8250.10%31,720CommonSOLE
37954Y715BOTZGLOBAL X FDS$590,1020.10%16,287CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$590,0200.10%7,739CommonSOLE
303250104FICOFAIR ISAAC CORP$588,3360.10%348CommonSOLE
25459Y694FASDIREXION SHS ETF TR$582,1450.10%3,458CommonSOLE
78464A763SDYSPDR SERIES TRUST$572,1410.10%4,111CommonSOLE
46435U556ARTYISHARES TR$563,8190.10%11,702CommonSOLE
092528108SHYMBLACKROCK ETF TRUST II$557,6550.10%25,097CommonSOLE
254687106DISDISNEY WALT CO$557,2850.10%4,898CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$545,9490.10%7,421CommonSOLE
464287556IBBISHARES TR$539,5320.09%3,196CommonSOLE
889478103TOLTOLL BROTHERS INC$520,8040.09%3,851CommonSOLE
46436E205IBDUISHARES TR$517,1280.09%22,094CommonSOLE
46434G103IEMGISHARES INC$515,0620.09%7,662CommonSOLE
09290D101BLKBLACKROCK INC$513,3450.09%479CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$513,2220.09%10,213CommonSOLE
464288778IATISHARES TR$492,7910.09%8,935CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$491,9990.09%1,660CommonSOLE
464287598IWDISHARES TR$489,2800.09%2,326CommonSOLE
25459W862SPXLDIREXION SHS ETF TR$487,2580.08%2,208CommonSOLE
46429B747STIPISHARES TR$486,0720.08%4,747CommonSOLE
92204A702VGTVANGUARD WORLD FD$469,8720.08%623CommonSOLE
002824100ABTABBOTT LABS$469,1970.08%3,744CommonSOLE
438516106HONHONEYWELL INTL INC$455,5160.08%2,334CommonSOLE
46436E726IBDVISHARES TR$454,4890.08%20,593CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$452,4670.08%1,280CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$448,7190.08%8,922CommonSOLE
92826C839VVISA INC$448,6020.08%1,279CommonSOLE
038222105AMATAPPLIED MATLS INC$444,2280.08%1,728CommonSOLE
46435U515IBDTISHARES TR$440,1690.08%17,292CommonSOLE
464287739IYRISHARES TR$437,6980.08%4,661CommonSOLE
922908769VTIVANGUARD INDEX FDS$435,0930.08%1,297CommonSOLE
464287663IUSVISHARES TR$431,5300.08%4,208CommonSOLE
46436E486IBDWISHARES TR$428,5340.07%20,261CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$428,0920.07%9,439CommonSOLE
001055102AFLAFLAC INC$423,9210.07%3,844CommonSOLE
464288414MUBISHARES TR$419,1740.07%3,913CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$403,5350.07%12,669CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$396,4720.07%7,179CommonSOLE
464287515IGVISHARES TR$389,4680.07%3,685CommonSOLE
949746101WMT2WELLS FARGO CO NEW$388,5860.07%4,169CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$388,2230.07%1,411CommonSOLE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$378,7780.07%5,965CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$377,9060.07%5,102CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION INCO$375,2360.07%34,647CommonSOLE
00206R102TAT&T INC$371,4750.06%14,954CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$364,7700.06%1,263CommonSOLE
060505104BACBANK AMERICA CORP$356,1490.06%6,475CommonSOLE
931142103WMTWALMART INC$351,0170.06%3,150CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$340,6800.06%564CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$328,8300.06%684CommonSOLE
842587107SOSOUTHERN CO$323,8750.06%3,714CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$322,8890.06%2,754CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$317,5680.06%6,745CommonSOLE
46138G631QQQJINVESCO EXCH TRADED FD TR II$317,3340.06%8,611CommonSOLE
12811T803CPSJCALAMOS ETF TR$310,7910.05%11,560CommonSOLE
775711104ROLROLLINS INC$303,9410.05%5,064CommonSOLE
92204A504VHTVANGUARD WORLD FD$299,4630.05%1,040CommonSOLE
231021106CMICUMMINS INC$296,0020.05%579CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$292,4290.05%604CommonSOLE
969457100WMBWILLIAMS COS INC$290,4450.05%4,831CommonSOLE
806857108SLBSLB LIMITED$289,6050.05%7,545CommonSOLE
337738108FISVFISERV INC$288,2260.05%4,291CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$282,5450.05%4,984CommonSOLE
464287630IWNISHARES TR$282,1350.05%1,556CommonSOLE
233051846HAUZDBX ETF TR$280,7940.05%12,097CommonSOLE
78464A870XBISPDR SERIES TRUST$273,5350.05%2,243CommonSOLE
126650100CVSCVS HEALTH CORP$271,3810.05%3,419CommonSOLE
464287564ICFISHARES TR$268,9840.05%4,507CommonSOLE
G29183103ETNEATON CORP PLC$265,9690.05%835CommonSOLE
369604301GEGE AEROSPACE$259,4080.05%842CommonSOLE
464288737KXIISHARES TR$257,5540.04%3,983CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$255,8290.04%5,022CommonSOLE
G3265R107APTVAPTIV PLC$255,5860.04%3,359CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$254,1110.04%2,561CommonSOLE
29273V100ETENERGY TRANSFER L P$251,6410.04%15,260CommonSOLE
902681105UGIUGI CORP NEW$249,9100.04%6,676CommonSOLE
02209S103MOALTRIA GROUP INC$242,9430.04%4,213CommonSOLE
464288273SCZISHARES TR$239,1790.04%3,084CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$238,9430.04%4,788CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$231,6510.04%3,708CommonSOLE
580135101MCDMCDONALDS CORP$227,7890.04%745CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$226,7970.04%1,183CommonSOLE
464287192IYTISHARES TR$226,6600.04%3,042CommonSOLE
172967424CCITIGROUP INC$225,2740.04%1,930CommonSOLE
46436E122IBHJISHARES TR$222,6100.04%8,365CommonSOLE
46436E379IBHIISHARES TR$222,1260.04%9,400CommonSOLE
46438G661IBHKISHARES TR$221,9760.04%8,587CommonSOLE
46436E387IBHHISHARES TR$221,9670.04%9,375CommonSOLE
75524B104RBCRBC BEARINGS INC$220,1790.04%491CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$219,9480.04%1,053CommonSOLE
464287648IWOISHARES TR$219,7330.04%680CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$215,5970.04%3,245CommonSOLE
132061300FYLDCAMBRIA ETF TR$211,7170.04%6,516CommonSOLE
88160R101TSLATESLA INC$210,4690.04%468CommonSOLE
78464A656SPIPSPDR SERIES TRUST$210,1050.04%8,096CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$209,9540.04%1,034CommonSOLE
92204A876VPUVANGUARD WORLD FD$208,7820.04%1,128CommonSOLE
46428Q109SLVISHARES SILVER TR$208,0770.04%3,230CommonSOLE
74348A145PAWZPROSHARES TR$206,8770.04%3,784CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$206,8020.04%669CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$206,7430.04%2,783CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$206,5970.04%17,434CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$204,3210.04%3,787CommonSOLE
89832Q109TFCTRUIST FINL CORP$203,2860.04%4,130CommonSOLE
33739N108FMBFIRST TR EXCH TRADED FD III$201,8970.04%3,948CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$201,7160.04%626CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURATION$100,7030.02%10,161CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.