DOSSIER · 13F-HR · Q1 2026
Ellenbecker Investment Group
Ellenbecker Investment's family office based in Omaha, NE — $743M in tracked AUM across 134 positions as of Q1 2026.
EI
Ellenbecker Investment·Omaha, NE·Family Office
CIK 0001731497 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Ellenbecker Investment Group
Portfolio Overview
Ellenbecker Investment Group has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 581.9% from approximately $104.82M to $714.71M during the quarter ending December 31, 2025. The portfolio now comprises 132 holdings, reflecting a highly diversified structure. The most striking aspect of this filing is the dramatic shift in po...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…