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ELLERSON GROUP INC /ADV 13F portfolio summary

ELLERSON GROUP INC /ADV of ELLERSON GROUP INC /ADV has 61 current stock holdings with a reported portfolio value of $152.6M. The portfolio 1 year return is +24.11%. Top holdings include QQQ (0.00%), NVDA (11.10%), PLTR (7.84%), AAPL (6.84%), GOOG (4.61%).

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ELLERSON GROUP INC /ADV

ELLERSON GROUP INC /ADV
Latest filing: 2026-03-31

ELLERSON GROUP INC /ADV runs ELLERSON GROUP INC /ADV and currently holds 61 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $152.59M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ELLERSON GROUP INC /ADV ranks #422 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ELLERSON GROUP INC /ADV's portfolio at ELLERSON GROUP INC /ADV has delivered returns of +24.11%. Their 3-year annualized return is +72.77%. Looking at the 5-year horizon, ELLERSON GROUP INC /ADV has achieved +84.40% annualized returns at ELLERSON GROUP INC /ADV.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.11%
#511/1000
3 Year
+72.77%
#453/1000
5 Year
+84.40%
#357/1000

Portfolio Value

$152.59M

Alpha Score

60.1

#422 of 1000

Holdings

61

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change