Ebert Capital Management Inc. - Portfolio overview

Ebert Capital Management Inc. has 26 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 20.24%
2. NVDA - NVIDIA CORPORATION, 19.05%
3. QQQ - INVESCO QQQ TR, 14.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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