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Portfolio (Quarterly) Guide ↗

ELEVATION POINT WEALTH PARTNERS, LLC

· CIK 0001744349
13F Portfolio $1.3B AUM 554 positions Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q2 2025 Q1 2025 · All 986 New 240 Added 231 Reduced 26 Exited
Page 10 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SRRK SCHOLAR ROCK HLDG CORP Healthcare 2,665.0 $94K 0.01% NEW $35.42 +43.0%
182 NTAP NETAPP INC Technology 885.0 $94K 0.01% NEW $106.55 +34.0%
183 KMI KINDER MORGAN INC DEL Energy 3,206.0 $94K 0.01% NEW $29.40 +9.6%
184 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 311.0 $94K 0.01% NEW $302.64 +74.4%
185 ITT ITT INC Industrials 597.0 $94K 0.01% NEW $156.83 +24.9%
186 BWXT BWX TECHNOLOGIES INC Industrials 646.0 $93K 0.01% NEW $144.06 +38.1%
187 CMI CUMMINS INC Industrials 284.0 $93K 0.01% NEW $327.50 +103.9%
188 NYT NEW YORK TIMES CO Communication Services 1,646.0 $92K 0.01% NEW $55.98 +33.6%
189 MSTR MICROSTRATEGY INC Technology 227.0 $92K 0.01% NEW $404.23 -61.9%
190 BRC BRADY CORP Industrials 1,346.0 $91K 0.01% NEW $67.97 +27.9%
191 LII LENNOX INTL INC Industrials 159.0 $91K 0.01% NEW $573.24 -12.2%
192 VO VANGUARD INDEX FDS 324.0 $91K 0.01% NEW $280.17 -72.0%
193 BLD TOPBUILD CORP Industrials 280.0 $91K 0.01% NEW $323.74 +29.0%
194 PEGA PEGASYSTEMS INC Technology 1,668.0 $90K 0.01% NEW $54.13 -37.7%
195 CSX CSX CORP Industrials 2,738.0 $89K 0.01% NEW $32.63 +44.5%
196 KVYO KLAVIYO INC Technology 2,647.0 $89K 0.01% NEW $33.58 -57.7%
197 FLAU FRANKLIN TEMPLETON ETF TR 2,836.0 $88K 0.01% NEW $31.01 +11.3%
198 RALLIANT CORP 1,803.0 $87K 0.01% NEW $48.50
199 FTEC FIDELITY COVINGTON TRUST 442.0 $87K 0.01% NEW $197.42 +42.0%
200 BRKR BRUKER CORP Healthcare 2,115.0 $87K 0.01% NEW $41.20 +18.0%
Page 10 of 50  ·  986 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 14.5%
Communication Services 9.9%
Consumer Cyclical 9.8%
Industrials 7.9%
Healthcare 7.2%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 2.3%
Basic Materials 1.9%