Long-term investor
Ellis Investment Partners, LLC @ellisinvestmentpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765590).
Record
- Tracked since 2025-12-31 (257 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 5.1% · long · since 2025-12-31
- VUG · 5.1% · long · since 2025-12-31
- AAPL · 4.6% · long · since 2025-12-31
- DVY · 4.4% · long · since 2025-12-31
- XRNPX · 4.0% · long · since 2025-12-31
- SPY · 3.8% · long · since 2025-12-31
- VTV · 2.9% · long · since 2025-12-31
- IJS · 2.8% · long · since 2025-12-31
- GOOG · 2.3% · long · since 2025-12-31
- GPIX · 2.2% · long · since 2025-12-31
- GPIQ · 2.2% · long · since 2025-12-31
- IJR · 1.9% · long · since 2025-12-31