Long-term investor
Ellenbecker Investment Group @ellenbeckerinvestmentgro
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731497).
Record
- Tracked since 2025-06-30 (486 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +8.2% · 1 year +15.4% · all +15.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 24.5% · long · since 2025-06-30
- 464287226 · 9.9% · long · since 2025-06-30
- 921943858 · 9.2% · long · since 2025-06-30
- 464287614 · 9.0% · long · since 2025-06-30
- 922908751 · 7.0% · long · since 2025-06-30
- 72201R585 · 5.8% · long · since 2025-06-30
- 464287598 · 4.4% · long · since 2025-06-30
- 922042858 · 4.0% · long · since 2025-06-30
- 78464A847 · 3.3% · long · since 2025-06-30
- 464289859 · 2.5% · long · since 2025-06-30
- AAPL · 1.3% · long · since 2025-06-30
- 464289867 · 1.3% · long · since 2025-06-30