Ellerson Group Inc. has recently submitted its 13F-HR report, revealing a total of $172.65 million in holdings as of September 30, 2026. This filing is significant as it provides insight into the company’s investment strategies and positions across various sectors, particularly in technology and healthcare.

The report indicates a diverse portfolio, which includes notable stakes in major companies like Alphabet Inc., Amazon.com Inc., and Apple Inc. This diversity suggests that Ellerson Group is positioning itself to capitalize on growth opportunities in both established and emerging markets.

Background

Ellerson Group Inc. is a Maryland-based company, incorporated under the Central Index Key (CIK) 0000935570. The firm specializes in investment management and is classified under the other entity type. Its recent filings include a series of 13F-HR reports, with the latest being filed on November 4, 2026. This filing follows a consistent pattern of quarterly disclosures, showcasing the firm's commitment to transparency and regulatory compliance.

What the Filing Says

The latest filing, accession number 0000935570-26-000004, confirms that Ellerson Group holds a total of 64 different securities, with a combined value of $172,650,049. The report highlights the firm’s investment discretion, indicating that it exercises sole discretion over these holdings.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors in the investment management sector. By revealing its investment strategies and portfolio composition, Ellerson Group provides valuable insights that could influence market perceptions and competitive strategies.

What's Next

The filing does not specify what happens next for Ellerson Group. However, it is expected that the company will continue to monitor its investments and adjust its portfolio as market conditions evolve.