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Ellenbecker Investment Group

All holdings · as of Dec 31, 2025

132 positions

CompanyClassValueShares% of portfolio
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$811.7K25,3190.1%
Meta Platforms Inc$811.7K1,2290.1%
PEPSICO INC$802.8K5,5930.1%
SPDR SERIES TRUST$776.5K11,7380.1%
SYSCO CORP$766.2K10,3970.1%
Broadcom Inc.$763.7K2,2060.1%
BERKSHIRE HATHAWAY INC CL A$754.8K10.1%
Visa Inc$750.0K2,1380.1%
Merck & Co., Inc.$731.9K6,9530.1%
HOME DEPOT, INC.$716.4K2,0810.1%
ABBOTT LABORATORIES$677.0K5,4030.1%
Rockwell Automation Inc$636.2K1,6350.1%
Marriott International Inc/MD$617.1K1,9880.1%
ORACLE CORP$602.5K3,0900.1%
BANK OF MONTREAL$584.8K4,5050.1%
MGIC INVESTMENT CORP$572.9K19,6060.1%
ALLIANT ENERGY CORP$569.8K8,7640.1%
CHEVRON CORP$538.4K3,5320.1%
AKRE$538.4K8,2180.1%
Fastenal Co$533.6K13,2970.1%
SPDR SERIES TRUST$523.5K1,3210.1%
ISHARES TR$522.1K6,4750.1%
COSTCO WHOLESALE CORP /NEW$511.9K5930.1%
Axon Enterprise Inc$492.4K8670.1%
VANGUARD$483.0K3,9660.1%
BADGER METER INC$473.2K2,7130.1%
COCA COLA CO$471.3K6,7410.1%
AT&T INC.$466.2K18,7680.1%
Johnson Controls International plc$442.7K3,6970.1%
RTX Corp$440.5K2,4010.1%
MCDONALD'S CORP$437.2K1,4300.1%
SCHWAB US$428.1K16,1610.1%
KINDER MORGAN, INC.$423.0K15,3870.1%
VANGUARD$413.7K6590.1%
ISHARES TR$410.5K5,9130.1%
WELLS FARGO & COMPANY/MN$398.8K4,2780.1%
Netflix Inc$391.5K4,1760.1%
INVESCO$378.5K3,1710.1%
ISHARES TR$372.7K7,0710.1%
ISHARES TR$352.9K7,3750.0%
PROCTER & GAMBLE Co$344.6K2,4040.0%
VANGUARD$335.9K1,0020.0%
ISHARES TR$332.2K2,6940.0%
KLA CORP$331.1K2720.0%
FIRST TRUST$324.7K12,9010.0%
US BANCORP \DE$314.4K5,8910.0%
APi Group Corp$311.2K8,1350.0%
SCHWAB US$303.9K11,2940.0%
Union Pacific Corp$295.2K1,2760.0%
APPLIED MATERIALS INC /DE$286.2K1,1130.0%
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