Ebert Capital Management Inc. — 13F Holdings & Portfolio

CIK 2102530 · latest 13F-HR filed 2026-04-10

Ebert Capital Management Inc. manages $97.9M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BIL (20.24%), NVDA (19.05%), QQQ (14.63%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 3, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$97.9M

Long-equity book

Holdings

26

Distinct positions

Period

2026-03-31

Filed 2026-04-10

Q/Q Activity

+1 / −0 / ↑3 / ↓17

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$400.1K +53.1%
  • COSTCO WHOLESALE CORPORATION$226.5K +5.7%
  • FIRST TR EXCHANGE-TRADED FD$129.7K +23.1%
Show all 3

Top Trims

  • NVIDIA CORPORATION-$1.7M -8.3%
  • SPDR SERIES TRUST-$1.4M -6.7%
  • INVESCO QQQ TR-$1.1M -7.1%
  • ALPHABET INC-$1.1M -14.9%
  • FAIR ISAAC CORP-$988.7K -22.9%
Show all 17

New Positions

  • NETFLIX INC.$2.4M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST BIL 78468R663 $19.8M 20.24% 216,242 SH
2 NVIDIA CORPORATION NVDA 67066G104 $18.6M 19.05% 106,934 SH
3 INVESCO QQQ TR QQQ 46090E103 $14.3M 14.63% 24,826 SH
4 ALPHABET INC GOOGL 02079K305 $6.2M 6.28% 21,392 SH
5 MICROSOFT CORP MSFT 594918104 $5.6M 5.72% 15,121 SH
6 AMAZON COM INC AMZN 023135106 $4.6M 4.75% 22,314 SH
7 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.2M 4.27% 4,199 SH
8 FAIR ISAAC CORP FICO 303250104 $3.3M 3.41% 3,124 SH
9 NETFLIX INC. NFLX 64110L106 $2.4M 2.45% 24,927 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.4M 2.42% 3,647 SH
11 ISHARES TR IGV 464287515 $2.2M 2.24% 27,392 SH
12 VISA INC V 92826C839 $2.1M 2.16% 6,985 SH
13 ELI LILLY & CO LLY 532457108 $1.9M 1.96% 2,091 SH
14 APPLE INC AAPL 037833100 $1.8M 1.85% 7,138 SH
15 MASTERCARD INCORPORATED MA 57636Q104 $1.3M 1.36% 2,673 SH
16 META PLATFORMS INC META 30303M102 $1.2M 1.21% 2,077 SH
17 BROADCOM INC AVGO 11135F101 $1.2M 1.18% 3,728 SH
18 ALPHABET INC GOOG 02079K107 $711.9K 0.73% 2,482 SH
19 FIRST TR EXCHANGE-TRADED FD FDN 33733E302 $691.3K 0.71% 2,954 SH
20 S&P GLOBAL INC SPGI 78409V104 $660.1K 0.67% 1,552 SH
21 MSCI INC MSCI 55354G100 $540.6K 0.55% 1,003 SH
22 SPDR SERIES TRUST SPYG 78464A409 $496.9K 0.51% 5,075 SH
23 JOHN HANCOCK EXCHANGE TRADED JHML 47804J107 $469.6K 0.48% 6,000 SH
24 SERVICENOW INC NOW 81762P102 $439.9K 0.45% 4,208 SH
25 SHOPIFY INC SHOP 82509L107 $436.4K 0.45% 3,679 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $271.2K 0.28% 566 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-10 $97.9M 26 0002085853-26-000337
2025-12-31 2026-02-04 $103.4M 25 0002085853-26-000194