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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $397.3B AUM 843 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 121 Added 257 Reduced 48 Exited
Page 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 7,322.0 $449K 0.11% +223.0 +3.1% $61.26 -4.0%
82 QQQM INVESCO EXCH TRADED FD TR II 1,840.0 $437K 0.11% +2K +3018.6% $237.62 +23.1%
83 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,814.0 $431K 0.11% +373.0 +15.3% $153.10 -22.5%
84 MS MORGAN STANLEY Financial Services 2,313.0 $381K 0.10% +2K +1130.3% $164.57 +17.3%
85 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,407.0 $353K 0.09% +223.0 +18.8% $250.71 +21.9%
86 VIG VANGUARD SPECIALIZED FUNDS 1,465.0 $315K 0.08% +290.0 +24.7% $215.06 +6.5%
87 XLB SELECT SECTOR SPDR TR 6,025.0 $301K 0.08% +1K +24.3% $49.97 +0.2%
88 MBB ISHARES TR 3,040.0 $289K 0.07% +229.0 +8.2% $94.94 -1.4%
89 PAVE GLOBAL X FDS 5,056.0 $257K 0.07% +28.0 +0.6% $50.81 +8.6%
90 XLRE SELECT SECTOR SPDR TR 5,060.0 $207K 0.05% +2K +72.5% $40.83 +6.5%
91 TXN TEXAS INSTRS INC Technology 907.0 $176K 0.04% +65.0 +7.7% $194.13 +58.6%
92 LRCX LAM RESEARCH CORP Technology 803.0 $172K 0.04% +533.0 +197.4% $213.66 +36.2%
93 CHRW C H ROBINSON WORLDWIDE IN Industrials 835.0 $139K 0.04% +82.0 +10.9% $166.07 -1.0%
94 AOR ISHARES TR 1,948.0 $125K 0.03% +52.0 +2.7% $64.34 +6.0%
95 NFLX NETFLIX INC. Communication Services 1,256.0 $121K 0.03% +538.0 +74.9% $96.19 -9.2%
96 CENCORA INC 381.0 $120K 0.03% +102.0 +36.6% $314.40
97 MUB ISHARES TR 1,063.0 $113K 0.03% +30.0 +2.9% $106.10 +0.0%
98 FLDR FIDELITY MERRIMACK STR TR 2,162.0 $108K 0.03% +406.0 +23.1% $50.05 +0.1%
99 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,050.0 $103K 0.03% +142.0 +15.6% $98.42 -1.3%
100 NOC NORTHROP GRUMMAN CORP Industrials 126.0 $86K 0.02% +25.0 +24.8% $682.98 -20.6%
Page 5 of 7  ·  121 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 28.8%
Financial Services 23.7%
Consumer Cyclical 10.1%
Utilities 7.0%
Communication Services 6.9%
Healthcare 6.7%
Consumer Defensive 5.6%
Industrials 4.9%
Energy 4.2%
Basic Materials 1.5%