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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $429M AUM 831 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 831 New
Page 9 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FE FIRSTENERGY CORP Utilities 14,999.0 $671K 0.16% NEW $44.77 -2.1%
162 XLK SELECT SECTOR SPDR TR 4,636.0 $667K 0.16% NEW $143.97 +21.1%
163 OGE OGE ENERGY CORP Utilities 15,554.0 $664K 0.15% NEW $42.70 +8.4%
164 DTE DTE ENERGY CO Utilities 5,145.0 $664K 0.15% NEW $128.97 +8.4%
165 MO ALTRIA GROUP INC Consumer Defensive 11,326.0 $653K 0.15% NEW $57.66 +26.8%
166 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,107.0 $642K 0.15% NEW $579.60 -24.4%
167 NOW SERVICENOW INC Technology 4,139.0 $634K 0.15% NEW $153.19 -37.9%
168 WEC WEC ENERGY GROUP INC Utilities 6,002.0 $633K 0.15% NEW $105.47 +3.5%
169 GATX GATX CORP Industrials 3,701.0 $628K 0.15% NEW $169.61 +1.8%
170 GGG GRACO INC Industrials 7,618.0 $624K 0.15% NEW $81.97 -7.6%
171 SON SONOCO PRODS CO Consumer Cyclical 14,203.0 $620K 0.14% NEW $43.64 +7.0%
172 PANW PALO ALTO NETWORKS INC Technology 3,341.0 $615K 0.14% NEW $184.22 +31.8%
173 MTUM ISHARES TR 2,458.0 $615K 0.14% NEW $250.29 +17.6%
174 HPQ HP INC Technology 27,382.0 $610K 0.14% NEW $22.28 -6.6%
175 ISRG INTUITIVE SURGICAL INC Healthcare 1,075.0 $609K 0.14% NEW $566.36 -25.6%
176 PFE PFIZER INC Healthcare 24,393.0 $607K 0.14% NEW $24.90 +1.7%
177 SPD SIMPLIFY EXCHANGE TRADED FUN 15,304.0 $601K 0.14% NEW $39.26 +4.9%
178 INTC INTEL CORP Technology 16,245.0 $599K 0.14% NEW $36.90 +194.8%
179 INTU INTUIT Technology 903.0 $598K 0.14% NEW $662.71 -40.7%
180 R RYDER SYS INC Industrials 3,067.0 $587K 0.14% NEW $191.36 +20.7%
Page 9 of 42  ·  831 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 26.7%
Financial Services 22.3%
Consumer Cyclical 9.9%
Communication Services 7.7%
Utilities 7.4%
Healthcare 7.3%
Industrials 6.7%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 1.8%