Institutions / Ebert Capital Management Inc.
Ebert Capital Management Inc.
CIK 2102530 · Institution · as of Dec 31, 2025
Portfolio value
$103.40M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $21.25M | 20.6% |
| NVIDIA Corp | $20.34M | 19.7% |
| Invesco Qqq Tr | $15.42M | 14.9% |
| Alphabet Inc. | $7.23M | 7.0% |
| Microsoft Corp | $5.93M | 5.7% |
| Amazon.com Inc | $4.66M | 4.5% |
| Fair Isaac Corp | $4.32M | 4.2% |
| Costco Wholesale Corp /New | $3.96M | 3.8% |
| iShares Tr | $3.03M | 2.9% |
| SPDR S&P 500 ETF Tr | $2.62M | 2.5% |
| Visa Inc | $2.25M | 2.2% |
| ELI LILLY & Co | $2.09M | 2.0% |
| Apple Inc. | $1.85M | 1.8% |
| Mastercard Inc | $1.44M | 1.4% |
| Meta Platforms Inc | $1.22M | 1.2% |
| Alphabet Inc. | $840.1K | 0.8% |
| Broadcom Inc. | $753.7K | 0.7% |
| S&P Global Inc. | $696.2K | 0.7% |
| MSCI Inc. | $626.9K | 0.6% |
| First Tr Exchange-Traded Fd | $561.7K | 0.5% |
| SPDR Series Trust | $544.3K | 0.5% |
| ServiceNow Inc | $506.7K | 0.5% |
| Shopify Inc | $492.1K | 0.5% |
| John Hancock Exchange Traded | $490.4K | 0.5% |
| Warren E. Buffett | $272.0K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.