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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2 $168.0 SOLD
42 DTM DT MIDSTREAM INC Energy 1 $120.0 SOLD
43 MILLROSE PPTYS INC 4 $119.0 SOLD
44 MBC MASTERBRAND INC Consumer Cyclical 10 $110.0 SOLD
45 JXN JACKSON FINANCIAL INC Financial Services 1 $107.0 SOLD
46 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 3 $48.0 SOLD
47 KD KYNDRYL HLDGS INC Technology 1 $27.0 SOLD
48 FTRE FORTREA HLDGS INC Healthcare 1 $17.0 SOLD
Page 3 of 3  ·  48 positions
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%