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Benjamin Ebert

Ebert Capital Management Inc.

Assets Managed
$106.561M
Holdings
28
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
8.84%(2Q avg: 1.77%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ebert Capital Management Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Ebert Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 106.561M in assets, with a quarterly growth rate of 8.84% and a 2-quarter average growth rate of 1.77%. The portfolio is managed by Benjamin Ebert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.65%
20.21%
$21.534M
107,620 shares@ $200.1 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.34%
16.76%
$17.854M
24,245 shares@ $736.4 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -19.02%
15.06%
$16.047M
175,107 shares@ $91.64 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.79%
7.24%
$7.705M
21,560 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.02%
5.4%
$5.754M
15,425 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.64%
5.03%
$5.352M
22,456 shares@ $238.34 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.45%
3.67%
$3.91M
4,180 shares@ $935.48 avg price
FICO
Fair Isaac Corp
Recent Activity
Increased 4.58%
3.67%
$3.903M
3,267 shares@ $1194.78 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 4.17%
2.46%
$2.612M
2,178 shares@ $1199.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.66%
2.34%
$2.487M
3,331 shares@ $746.78 avg price

1-10 of 28