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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 32 of 75  ·  1,493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CCI CROWN CASTLE INC Real Estate 1,179.0 $121K 0.01% NEW $102.73 -27.4%
622 UNF UNIFIRST CORP MASS Industrials 631.0 $119K 0.01% NEW $188.22 +53.9%
623 MLI MUELLER INDS INC Industrials 1,493.0 $119K 0.01% NEW $79.47 -20.6%
624 GRAB GRAB HOLDINGS LIMITED Technology 23,318.0 $117K 0.01% -62K -72.8% $5.03 -34.4%
625 VMC VULCAN MATLS CO Basic Materials 449.0 $117K 0.01% NEW $260.82 +5.4%
626 CHWY CHEWY INC Consumer Cyclical 2,732.0 $116K 0.01% NEW $42.62 -52.0%
627 UNP UNION PAC CORP Industrials 502.0 $115K 0.01% NEW $229.97 +32.3%
628 AEP AMERICAN ELEC PWR CO INC Utilities 1,093.0 $113K 0.01% NEW $103.76 +30.0%
629 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,122.0 $113K 0.01% NEW $101.00 -17.1%
630 JAAA JANUS DETROIT STR TR 2,225.0 $113K 0.01% NEW $50.75 -0.2%
631 SOLENO THERAPEUTICS INC 1,344.0 $113K 0.01% NEW $83.78
632 ALLY ALLY FINL INC Financial Services 2,871.0 $112K 0.01% NEW $38.95 +12.9%
633 ADMA ADMA BIOLOGICS INC Healthcare 6,099.0 $111K 0.01% NEW $18.21 -54.0%
634 GILD GILEAD SCIENCES INC Healthcare 1,001.0 $111K 0.01% NEW $110.87 +18.0%
635 DORM DORMAN PRODS INC Consumer Cyclical 893.0 $110K 0.01% NEW $122.67 +7.9%
636 UPS UNITED PARCEL SERVICE INC Industrials 1,084.0 $109K 0.01% NEW $100.96 +13.0%
637 KR KROGER CO Consumer Defensive 1,525.0 $109K 0.01% -8K -83.5% $71.72 -22.3%
638 RTX RTX CORPORATION Industrials 744.0 $109K 0.01% NEW $146.06 +43.2%
639 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,436.0 $109K 0.01% NEW $31.59 -67.5%
640 PAYX PAYCHEX INC Industrials 746.0 $109K 0.01% NEW $145.46 -23.9%
Page 32 of 75  ·  1,493 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%