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ELLERSON GROUP INC /ADV
ELLERSON GROUP INC /ADV
Latest filing: 2026-06-30
ELLERSON GROUP INC /ADV runs ELLERSON GROUP INC /ADV and currently holds 64 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $169.29M. Their top holdings are NVDA, AAPL, PLTR, GOOG, ASML. The top five represent 33.3% of reported portfolio weight. ELLERSON GROUP INC /ADV ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ELLERSON GROUP INC /ADV initiated 4 new positions. They added to 16 existing positions. They trimmed 21 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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64 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 11.15% | $14.86 | $214.76 | +1,345.22% | Trimmed -0.25% |
 AAPL APPLE INC | 6.82% | $129.93 | $309.35 | +138.09% | Trimmed -0.34% |
 PLTR PALANTIR TECHNOLOGIES INC | 5.43% | $17.27 | $179.94 | +941.92% | Trimmed -1.06% |
 GOOG ALPHABET INC | 4.96% | $122.09 | $341.75 | +179.92% | Trimmed -0.38% |
 ASML ASML HLDG NV | 4.92% | $971.75 | $1,763.76 | +81.50% | Added +0.36% |
 PANW PALO ALTO NETWORKS INC | 4.51% | $203.73 | $358.04 | +75.74% | Trimmed -1.48% |
 PNFP PINNACLE FINL PARTNERS INC | 3.31% | $86.14 | $102.28 | +18.74% | Trimmed -0.04% |
 QQQ INVESCO QQQ TR | 3.14% | $293.23 | $713.44 | +143.30% | Added +2.74% |
 ORCL ORACLE CORP | 3.06% | $98.44 | $146.49 | +48.81% | Added +1.56% |
 REGN REGENERON PHARMACEUTICALS | 3.05% | $659.84 | $834.01 | +26.40% | Added +2.51% |
Showing 1-10 of 64