account_balance
Investment manager · 13F filer · SEC CIK 935570
Ellerson Group Inc
Reported value$173Mas of Sep 30, 2026
Positions64 8 new, 8 sold out
Top 10 weight51.6%NVDA alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.8%Trimmed −5%
PLTRPalantir Technologies Inc.
7.6%Trimmed −5%
AAPLApple Inc.
7.3%Trimmed −5%
REGNRegeneron Pharmaceuticals, Inc.
4.5%Trimmed −3%
PANWPalo Alto Networks Inc
4.3%Trimmed −5%
PSXPhillips 66
3.9%Trimmed −7%
GOOGAlphabet Inc.
3.7%Trimmed −5%
ASMLASML Holding NV
3.5%Trimmed −7%
PNFPPinnacle Financial Partners, Inc.
3.1%Trimmed −6%
RTXRTX Corp
3.1%Trimmed −5%
AMGNAmgen Inc
3.0%Trimmed −5%
KMIKinder Morgan, Inc.
2.7%−7%
NVDANVIDIA Corp
10.8%Trimmed −5%
PLTRPalantir Technologies Inc.
7.6%Trimmed −5%
AAPLApple Inc.
7.3%Trimmed −5%
REGNRegeneron Pharmaceuticals, Inc.
4.5%−3%
PANWPalo Alto Networks Inc
4.3%−5%
PSXPhillips 66
3.9%
GOOGAlphabet Inc.
3.7%
ASMLASML Holding NV
3.5%
PNFPPinnacle Financial Partners, Inc.
3.1%
RTX3.1%AMGNKMI2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.8% Trimmed −5%PLTR Palantir Technologies Inc. 7.6% Trimmed −5%AAPL Apple Inc. 7.3% Trimmed −5%REGN Regeneron Pharmaceuticals, Inc. 4.5% Trimmed −3%PANW Palo Alto Networks Inc 4.3% Trimmed −5%PSX Phillips 66 3.9% Trimmed −7%GOOG Alphabet Inc. 3.7% Trimmed −5%ASML ASML Holding NV 3.5% Trimmed −7%PNFP Pinnacle Financial Partners, Inc. 3.1% Trimmed −6%RTX RTX Corp 3.1% Trimmed −5%AMGN Amgen Inc 3.0% Trimmed −5%KMI Kinder Morgan, Inc. 2.7% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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