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Ellenbecker Investment Group

All holdings · as of Dec 31, 2025

132 positions

CompanyClassValueShares% of portfolio
SCHWAB US$428.1K16,1610.1%
MCDONALD'S CORP$437.2K1,4300.1%
RTX Corp$440.5K2,4010.1%
Johnson Controls International plc$442.7K3,6970.1%
AT&T INC.$466.2K18,7680.1%
COCA COLA CO$471.3K6,7410.1%
BADGER METER INC$473.2K2,7130.1%
VANGUARD$483.0K3,9660.1%
Axon Enterprise Inc$492.4K8670.1%
COSTCO WHOLESALE CORP /NEW$511.9K5930.1%
ISHARES TR$522.1K6,4750.1%
SPDR SERIES TRUST$523.5K1,3210.1%
Fastenal Co$533.6K13,2970.1%
AKRE$538.4K8,2180.1%
CHEVRON CORP$538.4K3,5320.1%
ALLIANT ENERGY CORP$569.8K8,7640.1%
MGIC INVESTMENT CORP$572.9K19,6060.1%
BANK OF MONTREAL$584.8K4,5050.1%
ORACLE CORP$602.5K3,0900.1%
Marriott International Inc/MD$617.1K1,9880.1%
Rockwell Automation Inc$636.2K1,6350.1%
ABBOTT LABORATORIES$677.0K5,4030.1%
HOME DEPOT, INC.$716.4K2,0810.1%
Merck & Co., Inc.$731.9K6,9530.1%
Visa Inc$750.0K2,1380.1%
BERKSHIRE HATHAWAY INC CL A$754.8K10.1%
Broadcom Inc.$763.7K2,2060.1%
SYSCO CORP$766.2K10,3970.1%
SPDR SERIES TRUST$776.5K11,7380.1%
PEPSICO INC$802.8K5,5930.1%
Meta Platforms Inc$811.7K1,2290.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$811.7K25,3190.1%
ELI LILLY & Co$838.0K7790.1%
JOHNSON & JOHNSON$894.6K4,3220.1%
Eaton Corp plc$895.5K2,8110.1%
INTERNATIONAL BUSINESS MACHINES CORP$940.5K3,1750.1%
DIMENSIONAL$975.7K19,5520.1%
EXXON MOBIL CORP$1.01M8,3660.1%
Alphabet Inc.$1.01M3,2370.1%
HONEYWELL INTERNATIONAL INC$1.07M5,4870.1%
VANGUARD INDEX FDS$1.09M14,6690.2%
ISHARES TR$1.10M12,2880.2%
FISERV INC$1.16M17,3040.2%
VANGUARD INTL EQUITY INDEX F$1.18M16,0330.2%
ISHARES TR$1.18M20,7920.2%
JP MORGAN CHASE & CO$1.19M3,7040.2%
UNITEDHEALTH GROUP INC$1.22M3,7030.2%
AbbVie Inc.$1.28M5,6090.2%
Tesla Inc$1.31M2,9060.2%
PGIM INVESTMENTS$1.36M27,4250.2%
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