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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 5 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRT VERTIV HOLDINGS CO Industrials 11,717.0 $1.5M 0.12% -146.0 -1.2% $128.41 +144.8%
82 DHIL DIAMOND HILL INVT GROUP INC Financial Services 10,106.0 $1.5M 0.12% -389.0 -3.7% $145.31 +20.4%
83 ROK ROCKWELL AUTOMATION INC Industrials 4,125.0 $1.4M 0.11% -784.0 -16.0% $332.18 +37.2%
84 CPRT COPART INC Industrials 27,903.0 $1.4M 0.11% -12K -30.0% $49.07 -32.6%
85 MTUM ISHARES TR 5,474.0 $1.3M 0.10% -160.0 -2.8% $240.34 +31.5%
86 HON HONEYWELL INTL INC Industrials 5,644.0 $1.3M 0.10% -271.0 -4.6% $232.90 -0.6%
87 CENCORA INC 4,316.0 $1.3M 0.10% -180.0 -4.0% $299.87
88 MMM 3M CO Industrials 8,473.0 $1.3M 0.10% -551.0 -6.1% $152.25 +0.2%
89 RACE FERRARI N V Consumer Cyclical 2,611.0 $1.3M 0.10% -3K -50.2% $490.74 -30.1%
90 WMB WILLIAMS COS INC Energy 20,209.0 $1.3M 0.10% -6K -23.8% $62.81 +17.7%
91 UBS UBS GROUP AG Financial Services 36,958.0 $1.2M 0.10% -579.0 -1.5% $33.82 +38.4%
92 COST COSTCO WHSL CORP NEW Consumer Defensive 1,207.0 $1.2M 0.09% -323.0 -21.1% $990.34 +0.6%
93 CNQ CANADIAN NAT RES LTD Energy 37,995.0 $1.2M 0.09% -2K -4.3% $31.40 +47.0%
94 MU MICRON TECHNOLOGY INC Technology 9,634.0 $1.2M 0.09% -3K -25.9% $123.25 +664.5%
95 BSX BOSTON SCIENTIFIC CORP Healthcare 11,048.0 $1.2M 0.09% -108.0 -1.0% $107.41 -54.2%
96 AZO AUTOZONE INC Consumer Cyclical 312.0 $1.2M 0.09% -4.0 -1.3% $3712.23 -19.0%
97 MCK MCKESSON CORP Healthcare 1,568.0 $1.1M 0.09% -179.0 -10.2% $732.80 +3.5%
98 XLU SELECT SECTOR SPDR TR 13,907.0 $1.1M 0.09% -453.0 -3.1% $81.66 -45.1%
99 LMT LOCKHEED MARTIN CORP Industrials 2,416.0 $1.1M 0.09% -14.0 -0.6% $463.16 +16.1%
100 HEICO CORP NEW 4,308.0 $1.1M 0.09% -157.0 -3.5% $258.75
Page 5 of 12  ·  231 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%