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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ellsworth Advisors, LLC

Quarter ended Q3 2024 · Filed October 16, 2024 · Accession 0001843553-24-000004

Total Value
$386.2M
Positions
175
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (175)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR GOLD TRGLD45,755$11.1M2.88%
2GENERAL MLS INC370334104144,851$10.7M2.77%
3FIRST TR EXCHANGE-TRADED FD33739Q408170,468$10.2M2.64%
4PUBLIC STORAGE OPER COPSA-PS22,353$8.1M2.11%
5APPLE INCAAPL34,252$8.0M2.07%
6PACKAGING CORP AMER69515610934,965$7.5M1.95%
7MERCK & CO INCMRK63,910$7.3M1.88%
8CATERPILLAR INCCAT17,623$6.9M1.78%
9JOHNSON & JOHNSONJNJ41,109$6.7M1.73%
10SOUTHERN COSOMN71,782$6.5M1.68%
11NVIDIA CORPORATIONNVDA53,133$6.5M1.67%
12BLACKSTONE INCBX42,137$6.5M1.67%
13ARCH CAP GROUP LTDG0450A10555,286$6.2M1.60%
14ALLSTATE CORPALL-PJ32,558$6.2M1.60%
15PRUDENTIAL FINL INCPUKPF50,800$6.2M1.59%
16MCDONALDS CORPMCD19,464$5.9M1.53%
17COCA COLA COKO82,015$5.9M1.53%
18HARBOR ETF TRUST41151J505255,808$5.8M1.50%
19CONSOLIDATED EDISON INCED55,511$5.8M1.50%
20PAYCHEX INCPAYX42,750$5.7M1.49%
21INTUITINTU9,212$5.7M1.48%
22ALLIANT ENERGY CORPLNT91,901$5.6M1.44%
23PROGRESSIVE CORP74331510321,639$5.5M1.42%
24CISCO SYS INCCSCO103,033$5.5M1.42%
25US BANCORP DELUSB-PS119,184$5.5M1.41%
26THE CIGNA GROUP12552310015,167$5.3M1.36%
27LYONDELLBASELL INDUSTRIES NLYB54,210$5.2M1.35%
28SPARTANNASH CO847215100223,742$5.0M1.30%
29DOW INCDOW91,644$5.0M1.30%
30CENTENE CORP DELCNC66,347$5.0M1.29%
31RESMED INCRSMDF20,140$4.9M1.27%
32KRAFT HEINZ COKHC139,934$4.9M1.27%
33CHEVRON CORP NEWCVX33,324$4.9M1.27%
34BERKSHIRE HATHAWAY INC DELBRK-A10,603$4.9M1.26%
35TIMKEN COTKR56,734$4.8M1.24%
36GRAPHIC PACKAGING HLDG COGPK160,726$4.8M1.23%
37AIR PRODS & CHEMS INCAIIR15,872$4.7M1.22%
38MARKEL GROUP INCMKL2,881$4.5M1.17%
39GENUINE PARTS COGPC32,092$4.5M1.16%
40ALPHABET INCGOOG26,456$4.4M1.15%
41ADOBE INCADBE8,511$4.4M1.14%
42MICROSOFT CORPMSFT10,219$4.4M1.14%
43JAZZ PHARMACEUTICALS PLCJAZZ37,813$4.2M1.09%
44OWENS CORNING NEWOC23,207$4.1M1.06%
45CHARLES RIV LABS INTL INC15986410720,788$4.1M1.06%
46ALPS ETF TR00162Q445115,948$3.4M0.88%
47LENNAR CORPLEN-B16,207$3.0M0.79%
48IRON MTN INC DEL46284V10124,629$2.9M0.76%
49EXXON MOBIL CORPXOM24,504$2.9M0.74%
50FIRST TR EXCHNG TRADED FD VI33740U778115,658$2.8M0.72%
51VISA INCV8,983$2.5M0.64%
52MICROCHIP TECHNOLOGY INC.MCHPP29,573$2.4M0.61%
53AB ACTIVE ETFS INC00039J10344,435$2.3M0.59%
54PEPSICO INCPEP12,925$2.2M0.57%
55DISNEY WALT CO25468710622,728$2.2M0.57%
56NUCOR CORPNUE14,045$2.1M0.55%
57RTX CORPORATIONRTX17,113$2.1M0.54%
58HONEYWELL INTL INC4385161069,727$2.0M0.52%
59JPMORGAN CHASE & CO.VYLD8,246$1.7M0.45%
60BANK AMERICA CORP06050510443,801$1.7M0.45%
61SONY GROUP CORPSNEJF17,769$1.7M0.44%
62GEN DIGITAL INCGENVR61,784$1.7M0.44%
63NIKE INCNKE19,162$1.7M0.44%
64LAMAR ADVERTISING CO NEWLAMR12,678$1.7M0.44%
65PINNACLE WEST CAP CORPPNW18,911$1.7M0.43%
66TOYOTA MOTOR CORPTOYOF9,326$1.7M0.43%
67EOG RES INCEOG13,032$1.6M0.41%
68ENERGY TRANSFER L PET-PI99,532$1.6M0.41%
69APTIV PLCAPTV22,000$1.6M0.41%
70KINDER MORGAN INC DELEP-PC70,905$1.6M0.41%
71SHERWIN WILLIAMS COSHW4,008$1.5M0.40%
72PHILIP MORRIS INTL INC71817210912,394$1.5M0.39%
73EQUITABLE HLDGS INCEQH-PC35,790$1.5M0.39%
74STANLEY BLACK & DECKER INCSWK13,644$1.5M0.39%
75HEWLETT PACKARD ENTERPRISE CHPE-PC71,583$1.5M0.38%
76HP INCHPQ39,477$1.4M0.37%
77SHELL PLCRYDAF20,885$1.4M0.36%
78AES CORPAES68,595$1.4M0.36%
79UNION PAC CORPUNP5,161$1.3M0.33%
80FIRST TR EXCHANGE-TRADED FD33738R50621,053$1.2M0.32%
81BUNGE GLOBAL SABG12,891$1.2M0.32%
82STERLING INFRASTRUCTURE INCSTRL8,133$1.2M0.31%
83NETFLIX INCNFLX1,662$1.2M0.31%
84MOSAIC CO NEWMOS43,556$1.2M0.30%
85IES HLDGS INCIESC5,789$1.2M0.30%
86ARGAN INCAGX10,740$1.1M0.28%
87PARKER-HANNIFIN CORPPH1,550$979,3210.25%
88HAWKINS INCHWKN7,560$963,6810.25%
89UNITED STS LIME & MINERALS IUNTCW9,641$941,5420.24%
90GRAHAM CORPGHM31,684$937,5300.24%
91META PLATFORMS INCMETA1,629$932,5770.24%
92NORTHEAST BK LEWISTON ME66405S10011,512$887,9560.23%
93NEWMONT CORPNEMCL16,220$866,9480.22%
94UNITEDHEALTH GROUP INCUNH1,367$799,3100.21%
95ALTRIA GROUP INCMO15,405$786,2640.20%
96AUTONATION INCAN4,335$775,6180.20%
97CORVEL CORPCRVL2,340$764,9230.20%
98J P MORGAN EXCHANGE TRADED F46641Q83714,860$753,9960.20%
99NORTHWEST PIPE CONWPX16,207$731,4220.19%
100RIO TINTO PLCRTNTF10,229$727,9720.19%
101VANGUARD INDEX FDS9229087361,893$726,7740.19%
102PJT PARTNERS INCPJT5,442$725,6440.19%
103MILLER INDS INC TENN60055120411,842$722,3850.19%
104ESPEY MFG & ELECTRS CORP29665010423,977$721,4680.19%
105ADDUS HOMECARE CORPADUS5,344$710,9120.18%
106CROWN CASTLE INCCCI5,863$695,5280.18%
107SQUARESPACE INC85225A10714,883$691,0180.18%
108PROCTER AND GAMBLE CO7427181093,935$681,5880.18%
109ENSIGN GROUP INCENSG4,699$675,7400.17%
110FEDERAL AGRIC MTG CORP3131483063,574$669,8740.17%
111ENTERPRISE PRODS PARTNERS L29379210722,642$659,1130.17%
112COMMVAULT SYS INCCVLT4,252$654,1700.17%
113RADIAN GROUP INCRDN18,776$651,3470.17%
114ESSENT GROUP LTDESNT10,070$647,3920.17%
115DONNELLEY FINL SOLUTIONS INC25787G1009,824$646,7140.17%
116VERTEX INCVERX16,707$643,3870.17%
117VILLAGE SUPER MKT INC92710740919,981$635,2090.16%
118VITAL FARMS INCVITL18,101$634,8020.16%
119GENCOR INDS INC36867810830,007$625,9460.16%
120TRANSCAT INCTRNS5,041$608,8020.16%
121VANGUARD SPECIALIZED FUNDS9219088443,056$605,2270.16%
122M/I HOMES INCMHO3,521$603,3590.16%
123HESS CORPHESM4,436$602,4090.16%
124EURONET WORLDWIDE INCEEFT5,972$592,6020.15%
125DESCARTES SYS GROUP INC2499061085,748$591,8140.15%
126EMPLOYERS HLDGS INCEIG12,312$590,6150.15%
127VANGUARD TAX-MANAGED FDS92194385811,006$581,2510.15%
128HEALTHSTREAM INCHSTM20,035$577,8110.15%
129UNITIL CORPUTL9,494$575,1470.15%
130PEGASYSTEMS INCPEGA7,819$571,4910.15%
131KARAT PACKAGING INCKRT21,783$563,9620.15%
132KYNDRYL HLDGS INCKD24,069$553,1060.14%
133HALLIBURTON COHAL18,988$551,6010.14%
134ACNB CORPACNB12,531$547,2290.14%
135ONESPAN INCOSPN32,695$545,0260.14%
136XOMA ROYALTY CORPORATIONXOMAP19,475$515,6980.13%
137INSTEEL INDS INC45774W10816,527$513,8270.13%
138INFORMATICA INC45674M10120,008$505,8020.13%
139TRUST FOR PROFESSIONAL MANAG89834G77823,404$504,1030.13%
140HORMEL FOODS CORPHRL15,692$497,4450.13%
141WALMART INCWMT5,968$481,9340.12%
142INTERNATIONAL SEAWAYS INCINSW9,325$480,7970.12%
143PROCORE TECHNOLOGIES INCPCOR7,561$466,6650.12%
144EATON CORP PLCETN1,395$462,3120.12%
145ISHARES TR4642875077,352$458,2070.12%
146VANGUARD INDEX FDS9229086291,669$440,3230.11%
147ENBRIDGE INCENNPF10,232$415,5040.11%
148ISHARES TR464287200685$395,0070.10%
149FEDEX CORPFDX1,362$372,6810.10%
150ISHARES TR4642871502,858$358,9700.09%
151FIRST TR EXCHANGE-TRADED FD33741X1029,729$353,9480.09%
152ELI LILLY & COLLY396$350,8440.09%
153BANK NEW YORK MELLON CORP0640581004,783$343,7200.09%
154TOWNEBANK PORTSMOUTH VA89214P10910,191$336,9160.09%
155DIGITAL RLTY TR INC2538681032,051$331,8900.09%
156STRYKER CORPORATIONSYK906$327,2390.08%
157AMAZON COM INCAMZN1,739$324,0280.08%
158DIMENSIONAL ETF TRUST25434V7088,918$305,7830.08%
159ALPS ETF TR00162Q3956,735$303,5270.08%
160VANGUARD INDEX FDS9229087441,591$277,6860.07%
161PALO ALTO NETWORKS INCPANW803$274,4650.07%
162MORGAN STANLEYMS-PQ2,620$273,0890.07%
163AMERICAN TOWER CORP NEW03027X1001,147$266,7460.07%
164AUTOZONE INCAZO78$245,7030.06%
165INTERNATIONAL BUSINESS MACHSINTR1,081$238,8840.06%
166VANGUARD INDEX FDS9229086521,255$228,4710.06%
167GRAYSCALE BITCOIN TR BTCGBTC4,500$227,2500.06%
168HOME DEPOT INCHD552$223,7470.06%
169DANAHER CORPORATION235851102801$222,6340.06%
170COLGATE PALMOLIVE COCL2,104$218,4600.06%
171SALESFORCE INCCRM796$217,8820.06%
172MASTERCARD INCORPORATEDMA424$209,3010.05%
173VANGUARD INDEX FDS922908751848$201,1150.05%
174NORTHERN DYNASTY MINERALS LT66510M20430,332$10,0550.00%
175COLISEUM ACQUISITION CORPG2263T107166,666$8,3330.00%