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Home > Institutional Investor > Ellsworth Advisors, Llc > Profile

Instuitional Investor - Ellsworth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ellsworth Advisors, Llc
Portfolio Value $620,057,174
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Si Financial Group Inc.
 SIFI 675,656 $23,823,630 3.84%
2.
Nvidia Corp
 NVDA 78,799 $17,996,063 2.9%
3.
Spdr Gold Trust
 GLD 46,795 $17,821,408 2.87%
4.
First Tr Exchange-Traded Fd
 245,440 $14,606,126 2.36%
5.
Microsoft Corp
 MSFT 26,580 $13,633,028 2.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.