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Ebert Capital Management - Q1 2026 13F Filings

EB

Ebert Capital Management Inc.

CIK: 0002102530
Address: California Eureka 530 F Street
$97.91 M
Portfolio Value
26
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. NFLX Netflix
+$2.4 M
2. AMZN Amazoncom
+$589,612.4
3. MSFT Microsoft Corporation
+$493,431.89
4. AVGO Broadcom
+$449,717.92
5. META Meta Platforms
+$217,409.4

Top Sells

Q1 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$1.43 M
2. IGV Ishares Expanded Tech-Software Sector Etf
−$489,665.94
3. SPY Spdr S&P 500 Etf Trust
−$91,047.6
4. MSCI Msci
−$14,014.26
5. NOW Servicenow
−$12,755.09

Asset Allocation

Stocks/ETFs
-5.31%
$97.91 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ebert Capital Management Q1 2026 Filing Summary

Ebert Capital Management Inc. filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 97.91 M reflecting a -5.31% change from the prior quarter, spanning 26 assets. The top 10 holdings comprised 83.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Ebert Capital Management’s Q1 2026 Filing

Ebert Capital Management submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Ebert Capital Management reported a managed portfolio value of 97.91 M, consisting of 26 individual positions.

This page displays the raw filing documents. To see which stocks Ebert Capital Management bought or sold during Q1 2026, please visit Ebert Capital Management's Portfolio Analysis page.