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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $364M AUM 849 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 82 Added 281 Reduced 25 Exited
Page 6 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,604.0 $388K 0.11% -4K -52.9% $107.78 +4.8%
102 LEN LENNAR CORP Consumer Cyclical 4,282.0 $388K 0.11% -1K -25.1% $90.50 -4.4%
103 EVEREST GROUP LTD 1,072.0 $383K 0.10% -895.0 -45.5% $357.24
104 IP INTERNATIONAL PAPER CO Consumer Cyclical 10,009.0 $381K 0.10% -9K -46.9% $38.10 +5.7%
105 CMS CMS ENERGY CORP Utilities 4,849.0 $371K 0.10% -5K -51.0% $76.50 -6.7%
106 NEM NEWMONT CORP Basic Materials 3,941.0 $368K 0.10% -722.0 -15.5% $93.41 +28.8%
107 CMCSA COMCAST CORP NEW Communication Services 14,772.0 $363K 0.10% -4K -20.9% $24.55 +4.2%
108 XLE SELECT SECTOR SPDR TR 6,790.0 $361K 0.10% -532.0 -7.3% $53.11 +17.8%
109 TMO THERMO FISHER SCIENTIFIC INC Healthcare 715.0 $359K 0.10% -494.0 -40.9% $501.63 +16.7%
110 EIX EDISON INTL Utilities 4,811.0 $358K 0.10% -5K -51.8% $74.45 -4.2%
111 XLV SELECT SECTOR SPDR TR 2,253.0 $357K 0.10% -108.0 -4.6% $158.66 +5.3%
112 BUNGE GLOBAL SA 3,339.0 $356K 0.10% -4K -55.0% $106.72
113 EXC EXELON CORP Utilities 7,543.0 $352K 0.10% -8K -50.3% $46.62 -2.2%
114 NOW SERVICENOW INC Technology 3,526.0 $350K 0.10% -2K -36.7% $99.28 +18.6%
115 FE FIRSTENERGY CORP Utilities 7,351.0 $349K 0.10% -8K -51.3% $47.54 -0.2%
116 OKE ONEOK INC NEW Energy 3,945.0 $343K 0.09% -4K -49.2% $86.94 +9.6%
117 ES EVERSOURCE ENERGY Utilities 4,742.0 $343K 0.09% -6K -53.9% $72.27 -0.5%
118 SKOR FLEXSHARES TR 7,044.0 $342K 0.09% -16K -69.0% $48.54 -1.3%
119 AIM ETF PRODUCTS TRUST 10,646.0 $342K 0.09% -9K -46.9% $32.09
120 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 6,467.0 $340K 0.09% -7K -51.9% $52.65 +23.0%
Page 6 of 15  ·  281 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 32.0%
Financial Services 28.3%
Consumer Cyclical 9.5%
Healthcare 6.3%
Communication Services 6.2%
Utilities 5.1%
Consumer Defensive 4.8%
Industrials 4.5%
Energy 1.9%
Basic Materials 1.1%