Long-term investor
Ellsworth Advisors, LLC @ellsworthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843553).
Record
- Tracked since 2025-12-31 (257 days), 146 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year n/a · all +10.5%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HGER · 3.4% · long · since 2025-12-31
- GLD · 2.9% · long · since 2025-12-31
- NVDA · 2.7% · long · since 2025-12-31
- AAPL · 2.5% · long · since 2025-12-31
- FTSM · 2.3% · long · since 2025-12-31
- DELL · 2.0% · long · since 2025-12-31
- JNJ · 2.0% · long · since 2025-12-31
- AVGO · 2.0% · long · since 2025-12-31
- AMD · 2.0% · long · since 2025-12-31
- GOOG · 1.9% · long · since 2025-12-31
- GS · 1.8% · long · since 2025-12-31
- CSCO · 1.7% · long · since 2025-12-31