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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 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMR EMERSON ELEC CO Industrials 3,972.0 $530K 0.04% -1K -25.9% $133.33 +6.3%
142 CASY CASEYS GEN STORES INC Consumer Cyclical 1,019.0 $520K 0.04% -686.0 -40.2% $510.30 +52.1%
143 BRO BROWN & BROWN INC Financial Services 4,639.0 $514K 0.04% -2K -32.2% $110.88 -48.6%
144 SBUX STARBUCKS CORP Consumer Cyclical 5,511.0 $505K 0.04% -32.0 -0.6% $91.63 +10.5%
145 GRMN GARMIN LTD Technology 2,401.0 $501K 0.04% -262.0 -9.8% $208.72 +13.1%
146 ADSK AUTODESK INC Technology 1,572.0 $487K 0.04% -215.0 -12.0% $309.57 -21.4%
147 DT DYNATRACE INC Technology 8,669.0 $479K 0.04% -3K -28.0% $55.21 -26.5%
148 WIX WIX COM LTD Technology 3,005.0 $476K 0.04% -128.0 -4.1% $158.46 -66.1%
149 VOE VANGUARD INDEX FDS 2,873.0 $472K 0.04% -76.0 -2.6% $164.46 +18.4%
150 AGG ISHARES TR 4,743.0 $471K 0.04% -2K -32.6% $99.20 -0.2%
151 TIP ISHARES TR 4,199.0 $462K 0.04% -42.0 -1.0% $110.04 +1.0%
152 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,967.0 $451K 0.04% -196.0 -6.2% $152.00 +15.1%
153 MO ALTRIA GROUP INC Consumer Defensive 7,611.0 $446K 0.04% -19K -71.5% $58.64 +22.9%
154 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,903.0 $442K 0.04% -154.0 -7.5% $232.42 +32.7%
155 GWRE GUIDEWIRE SOFTWARE INC Technology 1,847.0 $435K 0.03% -1K -40.2% $235.45 -39.9%
156 MGNI MAGNITE INC Communication Services 18,001.0 $434K 0.03% -4K -19.8% $24.12 -41.6%
157 VIG VANGUARD SPECIALIZED FUNDS 2,091.0 $428K 0.03% -52.0 -2.4% $204.64 +14.3%
158 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,571.0 $423K 0.03% -2K -44.7% $164.61 -47.0%
159 AN AUTONATION INC Consumer Cyclical 2,121.0 $421K 0.03% -426.0 -16.7% $198.65 -2.2%
160 CB CHUBB LIMITED Financial Services 1,443.0 $418K 0.03% -61.0 -4.1% $289.64 +9.6%
Page 8 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%