Ellis Investment Partners, LLC - Q42025 Holdings

Ellis Investment Partners, LLC holds 251 stocks with a total portfolio value of $ 573.5M as of Q42025. In Q42025, Ellis Investment Partners, LLC added 31 new positions, increased stakes in 115 stocks, reduced 97 holdings, and fully exited 16 positions. The largest holding is Vanguard Index Fds (VUG), representing 5.50% of the total portfolio.