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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 Q1 2025 · Filed May 28, 2025 · Accession 0001843553-25-000004

Total Value
$381.1M
Positions
168
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (168)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR GOLD TRGLD43,831$12.6M3.31%
2FIRST TR EXCHANGE-TRADED FD33739Q408186,462$11.2M2.93%
3NVIDIA CORPORATIONNVDA81,181$8.8M2.31%
4APPLE INCAAPL35,493$7.9M2.07%
5JOHNSON & JOHNSONJNJ44,617$7.4M1.94%
6DARDEN RESTAURANTS INCDRI32,917$6.8M1.79%
7PACKAGING CORP AMER69515610934,295$6.8M1.78%
8CHEVRON CORP NEWCVX40,216$6.7M1.77%
9AT&T INCT-PC232,290$6.6M1.72%
10BERKSHIRE HATHAWAY INC DELBRK-A12,240$6.5M1.71%
11CISCO SYS INCCSCO104,165$6.4M1.69%
12ENTERPRISE PRODS PARTNERS L293792107185,323$6.3M1.66%
13HARBOR ETF TRUST41151J505262,060$6.3M1.65%
14KIMBERLY-CLARK CORPKMB43,184$6.1M1.61%
15DUKE ENERGY CORP NEWDUKB49,979$6.1M1.60%
16MICROSOFT CORPMSFT15,915$6.0M1.57%
17AMGEN INCAMGN19,140$6.0M1.56%
18AMERICAN ELEC PWR CO INC02553710153,994$5.9M1.55%
19PUBLIC STORAGE OPER COPSA-PS18,558$5.6M1.46%
20NUCOR CORPNUE45,539$5.5M1.44%
21PNC FINL SVCS GROUP INC69347510530,656$5.4M1.41%
22MEDTRONIC PLCMDT59,953$5.4M1.41%
23MCKESSON CORPMCK7,962$5.4M1.41%
24GENUINE PARTS COGPC44,673$5.3M1.40%
25US BANCORP DELUSB-PS125,062$5.3M1.39%
26YUM CHINA HLDGS INCYUMC99,599$5.2M1.36%
27DEVON ENERGY CORP NEW25179M103133,258$5.0M1.31%
28ALPHABET INCGOOG30,893$4.8M1.27%
29FORTINET INCFTNT49,910$4.8M1.26%
30JAZZ PHARMACEUTICALS PLCJAZZ37,338$4.6M1.22%
31EASTMAN CHEM COEMN52,071$4.6M1.20%
32CSG SYS INTL INC12634910975,323$4.6M1.20%
33GLOBE LIFE INCGL-PD33,954$4.5M1.17%
34AMAZON COM INCAMZN23,254$4.4M1.16%
35PRICE T ROWE GROUP INCTROW44,771$4.1M1.08%
36TARGET CORPTGT38,828$4.1M1.06%
37FORD MTR CO345370860401,347$4.0M1.06%
38HP INCHPQ144,577$4.0M1.05%
39UBER TECHNOLOGIES INCUBER54,814$4.0M1.05%
40RAMBUS INC DELRMBS74,709$3.9M1.01%
41EURONET WORLDWIDE INCEEFT36,181$3.9M1.01%
42SYNOVUS FINL CORP87161C50179,707$3.7M0.98%
43EXELIXIS INCEXEL97,208$3.6M0.94%
44DELL TECHNOLOGIES INCDELL38,205$3.5M0.91%
45ALPS ETF TR00162Q445124,495$3.4M0.89%
46MERCADOLIBRE INCMELI1,609$3.1M0.82%
47EXXON MOBIL CORPXOM24,672$2.9M0.77%
48FIRST TR EXCHNG TRADED FD VI33740U778121,575$2.9M0.76%
49VISA INCV8,008$2.8M0.74%
50META PLATFORMS INCMETA4,860$2.8M0.73%
51SONY GROUP CORPSNEJF93,156$2.4M0.62%
52RTX CORPORATIONRTX17,839$2.4M0.62%
53JPMORGAN CHASE & CO.VYLD9,149$2.2M0.59%
54KINDER MORGAN INC DELEP-PC78,222$2.2M0.59%
55IRON MTN INC DEL46284V10125,194$2.2M0.57%
56HONEYWELL INTL INC43851610610,221$2.2M0.57%
57J P MORGAN EXCHANGE TRADED F46641Q83742,529$2.2M0.56%
58ENERGY TRANSFER L PET-PI114,086$2.1M0.56%
59BANK AMERICA CORP06050510450,669$2.1M0.55%
60PEPSICO INCPEP13,979$2.1M0.55%
61EQUITABLE HLDGS INCEQH-PC40,111$2.1M0.55%
62NIKE INCNKE32,879$2.1M0.55%
63PINNACLE WEST CAP CORPPNW21,691$2.1M0.54%
64ELI LILLY & COLLY2,332$1.9M0.51%
65LENNAR CORPLEN-B16,638$1.9M0.50%
66DISNEY WALT CO25468710618,763$1.9M0.49%
67SUNOCO LP/SUNOCO FIN CORPSUN31,342$1.8M0.48%
68COMCAST CORP NEWCCZ48,671$1.8M0.47%
69EOG RES INCEOG13,829$1.8M0.47%
70TOYOTA MOTOR CORPTOYOF9,859$1.7M0.46%
71SCHLUMBERGER LTDSLB41,605$1.7M0.46%
72AMPHENOL CORP NEW03209510125,886$1.7M0.45%
73AB ACTIVE ETFS INC00039J10333,437$1.7M0.44%
74ZOETIS INCZTS10,225$1.7M0.44%
75BROADCOM INCAVGO10,029$1.7M0.44%
76LAM RESEARCH CORPLRCX22,080$1.6M0.42%
77AES CORPAES127,568$1.6M0.42%
78MICROCHIP TECHNOLOGY INC.MCHPP32,615$1.6M0.41%
79VALE S AVALE156,586$1.6M0.41%
80THE CIGNA GROUP1255231004,724$1.6M0.41%
81BRINKS COBCO17,930$1.5M0.41%
82GENEDX HOLDINGS CORPWGSWW15,965$1.4M0.37%
83SHERWIN WILLIAMS COSHW3,992$1.4M0.37%
84FIRST TR EXCHANGE TRADED FD33738R50622,192$1.3M0.34%
85ALTRIA GROUP INCMO19,463$1.2M0.31%
86MERCK & CO INCMRK12,870$1.2M0.30%
87NORTHEAST BK PORTLAND ME66405S10011,608$1.1M0.28%
88NEWMONT CORPNEMCL21,399$1.0M0.27%
89NETFLIX INCNFLX1,065$993,1440.26%
90HESS CORPHESM6,002$958,6920.25%
91PROASSURANCE CORPPRA40,879$954,5250.25%
92PLAINS GP HLDGS L PPAGP43,858$936,8130.25%
93ROYAL GOLD INCRGLD5,593$914,5110.24%
94PARKER-HANNIFIN CORPPH1,500$911,7750.24%
95VILLAGE SUPER MKT INC92710740922,796$866,4830.23%
96CORVEL CORPCRVL7,640$855,4510.22%
97NATURAL GROCERS BY VITAMIN CNGVC21,277$855,3420.22%
98EVERSOURCE ENERGYES13,721$852,2110.22%
99FIRST SOLAR INCFSLR6,689$845,6900.22%
100KYNDRYL HLDGS INCKD26,215$823,1510.22%
101RIO TINTO PLCRTNTF13,696$822,8560.22%
102ARIS WATER SOLUTIONS INC04041L10625,213$807,8310.21%
103PJT PARTNERS INCPJT5,829$803,7210.21%
104AGILENT TECHNOLOGIES INCA6,838$799,9000.21%
105AMCOR PLCAMCCF80,294$778,8520.20%
106NATHANS FAMOUS INC NEWNATH8,030$773,9000.20%
107LIGAND PHARMACEUTICALS INCLGNZZ7,272$764,5780.20%
108SKYWARD SPECIALTY INS GROUP83094010214,430$763,6360.20%
109FEDERAL AGRIC MTG CORP3131483064,057$760,7470.20%
110COMMVAULT SYS INCCVLT4,718$744,3120.20%
111HEALTHSTREAM INCHSTM23,070$742,4000.19%
112AMERISAFE INCAMSF13,693$719,5740.19%
113EMPLOYERS HLDGS INCEIG14,097$713,8610.19%
114ENOVIS CORPORATIONENOV18,543$708,5280.19%
115CENTESSA PHARMACEUTICALS PLCCNTA48,872$702,7790.18%
116RED VIOLET INCRDVT18,381$690,9420.18%
117KAISER ALUMINUM CORPKALU11,235$681,0390.18%
118UNITIL CORPUTL11,639$671,4660.18%
119DESCARTES SYS GROUP INC2499061086,619$667,3940.18%
120ALICO INCALCO22,028$657,3160.17%
121RADWARE LTDRDWR30,258$654,1780.17%
122KNIFE RIVER CORPKNF7,192$648,7900.17%
123CROSSAMERICA PARTNERS LPCAPL26,387$648,3290.17%
124PROCTER AND GAMBLE CO7427181093,801$647,6930.17%
125REPOSITRAK INCTRAK31,289$634,2280.17%
126IRADIMED CORPIRMD11,984$628,9200.17%
127UNIVERSAL TECHNICAL INST INCUTI24,021$616,8590.16%
128NATIONAL PRESTO INDS INC6372151047,009$616,1610.16%
129VANGUARD SPECIALIZED FUNDS9219088443,138$608,6730.16%
130NBT BANCORP INCNBTB14,130$606,1770.16%
131GERMAN AMERN BANCORP INC37386510415,963$598,6230.16%
132PROCORE TECHNOLOGIES INCPCOR8,900$587,5780.15%
133PTC THERAPEUTICS INCPTCT11,529$587,5180.15%
134BAUSCH PLUS LOMB CORP07170510740,516$587,4820.15%
135ONESPAN INCOSPN38,430$586,0650.15%
136STRATTEC SEC CORPSTRT14,780$583,2190.15%
137PERMA-PIPE INTL HLDGS INC71416710346,719$580,7170.15%
138VANGUARD INDEX FDS9229087361,553$575,8990.15%
139FIRST TR EXCHANGE-TRADED FD33741X10216,919$566,7800.15%
140EZCORP INCEZPW37,282$548,7910.14%
141COMMUNITY TR BANCORP INC20414910810,181$512,7150.13%
1421ST SOURCE CORPSRCE8,405$502,7030.13%
143WALMART INCWMT5,528$485,3300.13%
144ENBRIDGE INCENNPF10,232$453,3610.12%
145VANGUARD TAX-MANAGED FDS9219438588,808$447,6890.12%
146CATERPILLAR INCCAT1,357$447,6880.12%
147VANGUARD INDEX FDS9229086291,676$433,5130.11%
148ISHARES TR464287200731$410,5170.11%
149TOWNEBANK PORTSMOUTH VA89214P10910,344$353,6670.09%
150ISHARES TR4642871502,859$348,8610.09%
151STRYKER CORPORATIONSYK910$338,6230.09%
152TRUST FOR PROFESSIONAL MANAG89834G77815,538$325,6830.09%
153EATON CORP PLCETN1,164$316,3580.08%
154ALPS ETF TR00162Q3957,360$309,2470.08%
155ISHARES TR4642875075,259$306,8470.08%
156GRAYSCALE BITCOIN TRUST ETFGBTC4,550$296,5240.08%
157DIMENSIONAL ETF TRUST25434V7088,557$282,2950.07%
158MORGAN STANLEYMS-PQ2,406$280,7200.07%
159PALO ALTO NETWORKS INCPANW1,631$278,3140.07%
160INTERNATIONAL BUSINESS MACHSINTR1,095$272,3200.07%
161AMERICAN TOWER CORP NEW03027X1001,138$247,6290.06%
162MASTERCARD INCORPORATEDMA398$218,0890.06%
163VANGUARD INDEX FDS9229086521,265$217,9330.06%
164HOME DEPOT INCHD581$212,9460.06%
165MILLROSE PPTYS INC6011371027,882$208,9520.05%
166BRC INCBRCC16,267$33,9980.01%
167NORTHERN DYNASTY MINERALS LT66510M20414,532$16,7120.00%
168RAIN ENHANCEMENT TECHNOLOGIERAINW166,666$14,6670.00%