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Institutional

Ellis Investment Partners, LLC

CIK 0001765590
$576.3M
Reported AUM
268
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Ellis Investment Partners, LLC · Q1 2026

AI · grounded in 13F

Ellis Investment Partners, LLC increased its position in SPYI by 203.6% and QQQI by 194.3%. The fund established a new position in FS Specialty Lending FD FSSL valued at $1.19M. To offset these moves, the fund trimmed holdings in XLE by 61.3% and JEPQ by 54.6%.

Portfolio · Q1 2026

VUG$29.0MDVYAAPLQQQXRNPXSPYVTVIJSGPIXGOOGGPIQIJJOther$338.4MEL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$29.0M5.03%+1,736+2.7%
2DVYISHARES TR$155.400.32%22.51%59.57%$28.7M4.98%876−0.5%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$27.1M4.70%+10,706+11.2%
4QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$25.8M4.48%815−1.8%
5XRNPXCOHEN & STEERS REIT & PFD &$22.060.41%4.15%-14.80%$24.9M4.32%+33,153+2.7%
6SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$21.2M3.69%+1,269+4.0%
7VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$17.2M2.98%+1,149+1.3%
8IJSISHARES TR$130.17-1.74%35.44%39.52%$16.3M2.83%4,412−3.1%
9GPIXGOLDMAN SACHS ETF TR$54.57-2.17%23.49%59.19%$12.7M2.20%+81,901+47.7%
10GOOGALPHABET INC$365.76-0.95%109.82%172.71%$12.1M2.10%+185+0.4%
11GPIQGOLDMAN SACHS ETF TR$56.79-3.97%32.27%74.00%$11.6M2.01%+94,810+68.0%
12IJJISHARES TR$141.94-1.11%19.33%47.54%$11.3M1.96%1,528−1.8%
13IJHISHARES TR$73.95-2.00%22.71%46.95%$11.0M1.91%+4,716+3.0%
14IJRISHARES TR$137.68-1.84%29.63%34.80%$10.4M1.80%+2,536+3.1%
15GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$8.5M1.48%+213+0.7%
16IVWISHARES TR$134.60-3.81%28.06%84.10%$8.2M1.42%1,469−2.0%
17BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M1.39%+397+2.4%
18EFAISHARES TR$102.26-2.56%18.03%48.24%$7.9M1.38%+2,478+3.1%
19BXBLACKSTONE INC$115.35-2.70%-14.89%18.68%$7.2M1.26%+8,231+15.0%
20XLFSELECT SECTOR SPDR TR$52.300.21%3.56%55.63%$5.9M1.03%+22,315+22.8%
21IXUSISHARES TR$93.31-3.86%25.80%48.29%$5.3M0.91%+1,256+2.1%
22IWFISHARES TR$122.69-3.26%20.87%79.95%$4.8M0.84%400−3.4%
23FSCOFS CREDIT OPPORTUNITIES CORP$4.80-2.24%-24.73%56.06%$4.5M0.79%+41,092+4.8%
24IVVISHARES TR$740.91-2.62%24.60%80.03%$4.5M0.78%24−0.3%
25JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%25.79%102.27%$4.4M0.77%95,643−54.6%
26IEFAISHARES TR$95.56-2.60%18.86%46.61%$4.3M0.75%+925+2.0%
27XLUSELECT SECTOR SPDR TR$44.350.93%12.36%55.30%$4.3M0.75%1,807−1.9%
28XHBSPDR SERIES TRUST$103.51-1.16%9.65%42.85%$4.3M0.75%2,259−4.9%
29CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$4.3M0.74%17−0.3%
30XLPSELECT SECTOR SPDR TR$83.441.71%4.97%32.24%$4.1M0.72%+4,351+9.4%
31MSFTMICROSOFT CORP$416.67-2.66%$4.1M0.70%+879+8.7%
32JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$3.7M0.64%40,199−38.3%
33BXMTBLACKSTONE MORTGAGE TRUST IN$18.35-0.54%$3.6M0.62%+7,789+4.4%
34AMZNAMAZON COM INC$246.03-3.06%$3.6M0.62%+1,050+6.5%
35UNPUNION PAC CORP$272.323.19%$3.4M0.59%390−2.7%
36NMIHNMI HLDGS INC$36.551.30%$3.3M0.58%+671+0.8%
37SPLVINVESCO EXCH TRADED FD TR II$73.471.45%$3.2M0.56%1,798−3.9%
38IWBISHARES TR$403.01-2.58%$3.2M0.56%50−0.6%
39MRKMERCK & CO INC$120.790.44%$3.0M0.52%2,670−9.6%
40NVDANVIDIA CORPORATION$205.10-6.20%$3.0M0.51%+3,070+22.1%
41XOMEXXON MOBIL CORP$149.92-1.39%$2.9M0.51%1,525−8.1%
42HACKAMPLIFY ETF TR$97.30-3.80%$2.9M0.50%763−2.0%
43PHMPULTE GROUP INC$118.400.15%$2.7M0.48%2,736−10.5%
44RTXRTX CORPORATION$180.990.88%$2.7M0.46%+952+7.4%
45IYYISHARES TR$179.46-2.66%$2.6M0.46%+173+1.0%
46PPAINVESCO EXCHANGE TRADED FD T$170.50-1.75%$2.6M0.46%+3+0.0%
47IVEISHARES TR$226.54-1.15%$2.6M0.46%272−2.1%
48CALFPACER FDS TR$49.67-1.90%$2.6M0.45%3,199−5.2%
49FSKFS KKR CAP CORP$10.70-2.46%$2.6M0.44%+3,047+1.2%
50HDVISHARES TR$27.490.22%$2.5M0.44%+112+0.6%
51SPYINEOS ETF TRUST$52.77-2.24%$2.5M0.43%+33,989+203.6%
52COWZPACER FDS TR$63.91-1.45%$2.4M0.42%1,188−2.9%
53COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$2.4M0.42%HELD
54QUALISHARES TR$213.14-1.93%$2.4M0.41%+63+0.5%
55FANGDIAMONDBACK ENERGY INC$192.62-5.09%$2.3M0.39%340−2.9%
56QCOMQUALCOMM INC$215.94-10.98%$2.2M0.39%+78+0.5%
57NOBLPROSHARES TR$54.530.66%$2.2M0.37%645−3.1%
58JCPBJ P MORGAN EXCHANGE TRADED F$46.54-0.43%$2.2M0.37%+17,429+61.7%
59VOOVANGUARD INDEX FDS$678.00-2.59%$2.1M0.37%+554+18.4%
60NBISNEBIUS GROUP N.V.$227.81-12.27%$2.1M0.36%+160+0.8%
61GLDSPDR GOLD TR$396.24-3.65%$2.0M0.35%+85+1.8%
62DGROISHARES TR$75.17-0.78%$2.0M0.35%1,155−3.8%
63IDVISHARES TR$43.42-1.63%$2.0M0.34%+1,978+4.4%
64DVNDEVON ENERGY CORP NEW$44.28-3.72%$2.0M0.34%2,199−5.4%
65QQQINEOS ETF TRUST$55.11-3.97%$2.0M0.34%+25,919+194.3%
66IBMQISHARES TR$25.510.00%$1.8M0.32%+2,445+3.5%
67IBMRISHARES TR$25.34-0.04%$1.8M0.32%+2,454+3.5%
68IBMTISHARES TR$25.74-0.10%$1.8M0.32%+2,403+3.5%
69IBMSISHARES TR$25.86-0.12%$1.8M0.32%+2,396+3.5%
70JNJJOHNSON & JOHNSON$232.772.02%$1.8M0.32%717−8.7%
71GDGENERAL DYNAMICS CORP$346.441.45%$1.8M0.32%+5+0.1%
72TIPISHARES TR$109.25-0.48%$1.7M0.30%+96+0.6%
73XRTSPDR SERIES TRUST$82.63-1.08%$1.7M0.30%452−2.0%
74INCYINCYTE CORP$102.381.13%$1.7M0.30%2,074−10.2%
75DALDELTA AIR LINES INC$79.42-0.11%$1.7M0.30%381−1.5%
76PMLPIMCO MUN INCOME FD II$7.44-0.93%$1.7M0.29%+5,041+2.4%
77ABBVABBVIE INC$227.231.02%$1.6M0.28%+77+1.0%
78ALAIR LEASE CORP$65.000.03%$1.6M0.28%7,761−23.7%
79XLESELECT SECTOR SPDR TR$57.67-1.84%$1.6M0.28%41,429−61.3%
80TJXTJX COS INC NEW$160.711.31%$1.6M0.28%+12+0.1%
81METAMETA PLATFORMS INC$593.00-5.51%$1.6M0.28%133−4.5%
82USMVISHARES TR$95.64-1.06%$1.5M0.27%2,845−14.6%
83ALKALASKA AIR GROUP INC$42.820.30%$1.5M0.26%+111+0.3%
84VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$1.4M0.25%+976+5.6%
85IAUISHARES GOLD TR$81.22-3.63%$1.4M0.25%+10+0.1%
86BKNGBOOKING HOLDINGS INC$165.84-0.99%$1.4M0.25%HELD
87KIESPDR SERIES TRUST$56.902.97%$1.4M0.25%1,952−7.0%
88AMGNAMGEN INC$349.581.15%$1.4M0.25%+602+17.5%
89IJKISHARES TR$112.46-2.69%$1.4M0.25%+5+0.0%
90VXUSVANGUARD STAR FDS$83.03-3.73%$1.4M0.24%+2,082+12.9%
91INTUINTUIT$296.76-1.73%$1.4M0.24%127−3.8%
92SLVISHARES SILVER TR$61.57-8.08%$1.4M0.24%+17,000+526.3%
93JAZZJAZZ PHARMACEUTICALS PLC$238.57-0.62%$1.3M0.23%+459+7.1%
94ILCVISHARES TR$100.97-1.27%$1.3M0.22%215−1.5%
95AONAON PLC$328.531.95%$1.3M0.22%84−2.1%
96PGPROCTER & GAMBLE CO$146.544.09%$1.2M0.22%+39+0.5%
97QTUMETF SER SOLUTIONS$152.78-8.23%$1.2M0.21%+49+0.4%
98FSSLFS SPECIALTY LENDING FD$11.35-2.74%$1.2M0.21%+95,103NEW
99NMZNUVEEN MUN HIGH INCOME OPPOR$10.18-0.59%$1.2M0.20%+5,537+5.2%
100XLKSELECT SECTOR SPDR TR$180.30-6.66%$1.1M0.19%+2,111+34.6%
101IXNISHARES TR$1.1M0.18%HELD
102SCHDSCHWAB STRATEGIC TR$1.1M0.18%+479+1.4%
103PAVEGLOBAL X FDS$1.0M0.18%534−2.5%
104FDISFIDELITY COVINGTON TRUST$1.0M0.18%2,381−17.6%
105AGGISHARES TR$1.0M0.18%+180+1.8%
106PMPHILIP MORRIS INTL INC$1.0M0.18%+37+0.6%
107SOXXISHARES TR$1.0M0.18%+1+0.0%
108VNQVANGUARD INDEX FDS$1.0M0.18%+88+0.8%
109CIBRFIRST TR EXCHANGE-TRADED FD$1.0M0.17%+67+0.4%
110MUMICRON TECHNOLOGY INC$975K0.17%586−16.9%
111PEPPEPSICO INC$946K0.16%151−2.4%
112DFAEDIMENSIONAL ETF TRUST$939K0.16%+1,624+6.2%
113CVXCHEVRON CORPORATION$923K0.16%+257+6.1%
114USRTISHARES TR$898K0.16%+450+3.1%
115GENGEN DIGITAL INC$893K0.15%+3,909+9.0%
116AVGOBROADCOM INC$889K0.15%+261+10.0%
117LLYELI LILLY & CO$885K0.15%+55+6.1%
118EFAVISHARES TR$883K0.15%+102+1.1%
119XSOEWISDOMTREE TR$860K0.15%+117+0.5%
120HDHOME DEPOT INC$853K0.15%+2+0.1%
121ADPAUTOMATIC DATA PROCESSING IN$839K0.15%+2+0.0%
122EPDENTERPRISE PRODS PARTNERS L$811K0.14%2,262−9.5%
123XLVSELECT SECTOR SPDR TR$805K0.14%+6+0.1%
124AJGGALLAGHER ARTHUR J & CO$805K0.14%+5+0.1%
125RPMRPM INTL INC$799K0.14%+2+0.0%
126IWCISHARES TR$794K0.14%388−7.2%
127ITAISHARES TR$774K0.13%70−1.9%
128UPROPROSHARES TR$744K0.13%2,351−23.5%
129KOCOCA COLA CO$743K0.13%1,288−11.7%
130SHYMBLACKROCK ETF TRUST II$735K0.13%+8,288+33.0%
131OREALTY INCOME CORP$720K0.12%+957+8.9%
132IJTISHARES TR$718K0.12%19−0.4%
133CSCOCISCO SYS INC$702K0.12%+1,285+16.5%
134HTECEXCHANGE TRADED CONCEPTS TRU$698K0.12%+600+2.9%
135VIGVANGUARD SPECIALIZED FUNDS$693K0.12%+189+6.2%
136BABOEING CO$693K0.12%+422+13.8%
137UNHUNITEDHEALTH GROUP INC$688K0.12%191−7.0%
138IWMISHARES TR$672K0.12%141−4.9%
139COWGPACER FDS TR$672K0.12%3,499−14.9%
140VEUVANGUARD INTL EQUITY INDEX F$671K0.12%+1,513+20.4%
141IHAKISHARES TR$660K0.11%+180+1.2%
142ITWILLINOIS TOOL WKS INC$657K0.11%+3+0.1%
143PPIINVESTMENT MANAGERS SER TR I$650K0.11%489−1.5%
144IWVISHARES TR$648K0.11%+1+0.1%
145SYKSTRYKER CORPORATION$609K0.11%1−0.1%
146HONHONEYWELL INTL INC$600K0.10%+320+13.7%
147BNDVANGUARD BD INDEX FDS$597K0.10%+3,007+58.9%
148AMATAPPLIED MATLS INC$593K0.10%+7+0.4%
149SDYSPDR SERIES TRUST$587K0.10%90−2.2%
150IBDUISHARES TR$555K0.10%+1,768+8.0%
151IBDRISHARES TR$550K0.10%+22,698NEW
152IBTGISHARES TR$550K0.10%+24,007NEW
153IBBISHARES TR$550K0.10%+59+1.8%
154IEMGISHARES INC$546K0.09%+167+2.2%
155BOTZGLOBAL X FDS$537K0.09%133−0.8%
156TNADIREXION SHARES ETF TRUST$529K0.09%3,643−23.3%
157AXPAMERICAN EXPRESS CO$527K0.09%+2+0.1%
158TAT&T INC$524K0.09%+3,114+20.8%
159IBDVISHARES TR$511K0.09%+2,766+13.4%
160XHLFBONDBLOXX ETF TRUST$511K0.09%54−0.5%
161FLOTISHARES TR$511K0.09%+10,026NEW
162VMBSVANGUARD SCOTTSDALE FDS$506K0.09%+4,027+59.7%
163DISDISNEY WALT CO$503K0.09%+318+6.5%
164FBTCFIDELITY WISE ORIGIN BITCOIN$499K0.09%+718+9.3%
165IWDISHARES TR$496K0.09%5−0.2%
166ARTYISHARES TR$488K0.08%1,205−10.3%
167STIPISHARES TR$482K0.08%92−1.9%
168IBDTISHARES TR$479K0.08%+1,604+9.3%
169LMTLOCKHEED MARTIN CORP$471K0.08%+175+29.0%
170IBDWISHARES TR$464K0.08%+1,926+9.5%
171JMSTJ P MORGAN EXCHANGE TRADED F$462K0.08%+4,048+80.6%
172ETNEATON CORP PLC$454K0.08%+434+52.0%
173BLKBLACKROCK INC$449K0.08%13−2.7%
174VTEBVANGUARD MUN BD FDS$448K0.08%+48+0.5%
175FUTYFIDELITY COVINGTON TRUST$444K0.08%+342+4.8%
176IYRISHARES TR$442K0.08%+12+0.3%
177VZVERIZON COMMUNICATIONS INC$436K0.08%+8,687NEW
178VGTVANGUARD WORLD FD$435K0.08%HELD
179IUSVISHARES TR$431K0.07%+11+0.3%
180IATISHARES TR$430K0.07%950−10.6%
181AFLAFLAC INC$422K0.07%+6+0.2%
182FASDIREXION SHARES ETF TRUST$422K0.07%+102+2.9%
183VTIVANGUARD INDEX FDS$418K0.07%+7+0.5%
184MUBISHARES TR$418K0.07%+21+0.5%
185VVISA INC$411K0.07%+80+6.3%
186NUKZEXCHANGE TRADED CONCEPTS TRU$407K0.07%+219+3.7%
187SLBSLB LIMITED$402K0.07%+269+3.6%
188IBHFISHARES TR$400K0.07%+17,425NEW
189TOLTOLL BROTHERS INC$399K0.07%929−24.1%
190ABTABBOTT LABORATORIES$398K0.07%+133+3.6%
191WMTWALMART INC$384K0.07%63−2.0%
192RSPHINVESCO EXCHANGE TRADED FD T$383K0.07%+6+0.0%
193FICOFAIR ISAAC CORP$372K0.06%HELD
194SOSOUTHERN CO$362K0.06%+38+1.0%
195XLBSELECT SECTOR SPDR TR$361K0.06%2,206−23.4%
196CEGCONSTELLATION ENERGY CORP$359K0.06%+3+0.2%
197WMBWILLIAMS COS INC$354K0.06%+34+0.7%
198WSTWEST PHARMACEUTICAL SVSC INC$354K0.06%HELD
199MDYSTATE STR SPDR S&P MIDCAP 40$348K0.06%1−0.2%
200NSCNORFOLK SOUTHN CORP$346K0.06%57−4.5%
201IBMINTERNATIONAL BUSINESS MACHS$345K0.06%239−14.4%
202CSRECOHEN & STEERS ETF TRUST$337K0.06%+12,824NEW
203WMT2WELLS FARGO & CO$332K0.06%+2+0.0%
204XBISPDR SERIES TRUST$327K0.06%+316+14.1%
205DUKDUKE ENERGY CORP NEW$323K0.06%284−10.3%
206JPMJPMORGAN CHASE & CO$318K0.06%+455+72.7%
207NLYANNALY CAPITAL MANAGEMENT IN$317K0.06%+14,992NEW
208BACBANK AMERICA CORP$314K0.05%42−0.6%
209BTZBLACKROCK CR ALLOCATION$313K0.05%3,699−10.7%
210CMICUMMINS INC$313K0.05%+1+0.2%
211CPSJCALAMOS ETF TR$311K0.05%HELD
212QQQJINVESCO EXCH TRADED FD TR II$309K0.05%76−0.9%
213SPXLDIREXION SHARES ETF TRUST$307K0.05%548−24.8%
214IGVISHARES TR$295K0.05%HELD
215IWNISHARES TR$290K0.05%27−1.7%
216DIASTATE STR SPDR DOW JONES IND$289K0.05%60−8.8%
217DFIVDIMENSIONAL ETF TRUST$288K0.05%+676+14.1%
218BMYBRISTOL-MYERS SQUIBB CO$284K0.05%+896+23.7%
219UGIUGI CORP NEW$282K0.05%+1,067+16.0%
220ICFISHARES TR$279K0.05%+5+0.1%
221HAUZDBX ETF TR$273K0.05%HELD
222LRCXLAM RESEARCH CORP$272K0.05%+1,275NEW
223ROLROLLINS INC$271K0.05%+1+0.0%
224KXIISHARES TR$267K0.05%HELD
225RBCRBC BEARINGS INC$267K0.05%HELD
226FDVVFIDELITY COVINGTON TRUST$264K0.05%199−4.0%
227VLOVALERO ENERGY CORP$260K0.05%+1,050NEW
228IBHHISHARES TR$256K0.04%+1,512+16.1%
229FYLDCAMBRIA ETF TR$251K0.04%+197+3.0%
230APTVAPTIV PLC$249K0.04%+223+6.6%
231IBHJISHARES TR$248K0.04%+1,079+12.9%
232EEMISHARES TR$248K0.04%+4,359NEW
233IBHIISHARES TR$247K0.04%+1,215+12.9%
234VEAVANGUARD TAX-MANAGED FDS$247K0.04%+145+3.9%
235IBHKISHARES TR$247K0.04%+1,106+12.9%
236MPCMARATHON PETE CORP$242K0.04%+991NEW
237GEGE AEROSPACE$241K0.04%+8+1.0%
238CVSCVS HEALTH CORP$240K0.04%72−2.1%
239PFEPFIZER INC$240K0.04%+8,561NEW
240IYTISHARES TR$240K0.04%+170+5.6%
241FISVFISERV INC$239K0.04%3−0.1%
242XONEBONDBLOXX ETF TRUST$238K0.04%+4,799NEW
243MCDMCDONALDS CORP$233K0.04%+5+0.7%
244HELOJ P MORGAN EXCHANGE TRADED F$230K0.04%+357+11.0%
245ETENERGY TRANSFER L P$229K0.04%3,386−22.2%
246MOALTRIA GROUP INC$229K0.04%741−17.6%
247VPUVANGUARD WORLD FD$225K0.04%+7+0.6%
248ADIANALOG DEVICES INC$225K0.04%+706NEW
249PNCPNC FINL SVCS GROUP INC$223K0.04%+17+1.6%
250VHTVANGUARD WORLD FD$222K0.04%224−21.5%
251INTCINTEL CORP$222K0.04%+5,020NEW
252PSXPHILLIPS 66$215K0.04%+1,180NEW
253SPIPSPDR SERIES TRUST$212K0.04%+40+0.5%
254VSSVANGUARD INTL EQUITY INDEX F$211K0.04%+1,448NEW
255VONEVANGUARD SCOTTSDALE FDS$211K0.04%+46+6.9%
256CCITIGROUP INC$210K0.04%82−4.2%
257UPSUNITED PARCEL SVCS INC$208K0.04%450−17.6%
258XNQPXNUVEEN PA INVT QUALITY MUN F$207K0.04%+17,374NEW
259NFLXNETFLIX INC.$203K0.04%+2,107NEW
260XVVISHARES TR$202K0.04%+4,113NEW
261NDSNNORDSON CORP$202K0.04%+760NEW
262FMBFIRST TR EXCH TRADED FD III$202K0.04%+36+0.9%
263TTCTORO CO$201K0.03%+2,148NEW
264JPIEJ P MORGAN EXCHANGE TRADED F$200K0.03%+4,346NEW
265NADNUVEEN QUALITY MUNCP INCOME$196K0.03%+17,014NEW
266APLEAPPLE HOSPITALITY REIT INC$189K0.03%1,030−5.9%
267XEVVXEATON VANCE LIMITED DURATION$103K0.02%+735+7.2%
268ELDNELEDON PHARMACEUTICALS INC$31K0.01%+10,000NEW
269DBRGDIGITALBRIDGE GROUP INC53,241EXITED
270SCZISHARES TR3,084EXITED
271RSPINVESCO EXCHANGE TRADED FD T1,183EXITED
272IWOISHARES TR680EXITED
273TSLATESLA INC468EXITED
274NXSTNEXSTAR MEDIA GROUP INC1,034EXITED
275PAWZPROSHARES TR3,784EXITED
276FHLCFIDELITY COVINGTON TRUST2,783EXITED
277TFCTRUIST FINL CORP4,130EXITED

Source: SEC EDGAR · accession 0001172661-26-001722. 13F discloses long positions only — shorts, foreign equities, and options are excluded.