Ellsworth Advisors, LLC

Comprehensive Analysis of SEC 13F Filing: Ellsworth Advisors, LLC

1. Portfolio Overview

Ellsworth Advisors, LLC has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 102.1%, growing from $250.30M to $505.98M. This doubling of capital suggests substantial net inflows into the fund or a marked appreciation in existing assets during a period of strong market performance.

The portfolio c...