Ebert Capital Management Inc.
All 13F Filings
- Location
- Eureka, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 106,561
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 28 | 106,561 | 13F-HR | Ebert Capital Management Inc. |
| Q1 2026 | 4/10/2026 | 26 | 97,913 | 13F-HR | Ebert Capital Management Inc. |
| Q4 2025 | 2/4/2026 | 25 | 103,400 | 13F-HR | Ebert Capital Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.99 K | 61.9% | 7.754 K | 0 | 7.754 K |
| ETFs | 40.57 K | 38.1% | 895 | 0 | 895 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
106,561
Holdings
28
QoQ value change ($000)
8,648
(8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.