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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 28 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SLB SLB LIMITED Energy 139.0 $6K 0.00% $46.49 +14.9%
542 AGNG GLOBAL X FDS 179.0 $6K 0.00% $36.02 +6.6%
543 MDT MEDTRONIC PLC Healthcare 81.0 $6K 0.00% $78.23 +18.2%
544 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 595.0 $6K 0.00% $10.54 -0.7%
545 MSM MSC INDL DIRECT INC Industrials 51.0 $6K 0.00% $118.94 +3.1%
546 USFD US FOODS HLDG CORP Consumer Defensive 58.0 $6K 0.00% $102.26 +5.9%
547 CB CHUBB LIMITED Financial Services 17.0 $6K 0.00% $340.76 +1.6%
548 BLK BLACKROCK INC Financial Services 6.0 $6K 0.00% -4.0 -40.0% $961.50 +20.2%
549 AGG ISHARES TR 58.0 $6K 0.00% $98.98 -1.7%
550 CARNIVAL CORP LTD 200.0 $6K 0.00% NEW $28.57
551 VT VANGUARD INTL EQUITY INDEX F 36.0 $6K 0.00% $156.94 +2.2%
552 APH AMPHENOL CORP Technology 32.0 $6K 0.00% $176.31 -9.8%
553 VONG VANGUARD SCOTTSDALE FDS 44.0 $6K 0.00% $127.82 -0.7%
554 TSCO TRACTOR SUPPLY CO Consumer Cyclical 175.0 $6K 0.00% $31.61 +12.2%
555 COHR COHERENT CORP Technology 14.0 $6K 0.00% $394.50 -21.6%
556 SPEM SPDR INDEX SHS FDS 104.0 $5K 0.00% $51.78 -0.0%
557 STWD STARWOOD PPTY TR INC Real Estate 322.0 $5K 0.00% -77.0 -19.3% $16.38 -1.5%
558 BCE BCE INC Communication Services 245.0 $5K 0.00% $21.51 +9.2%
559 TFLO ISHARES TR 100.0 $5K 0.00% $50.63 -0.1%
560 DY DYCOM INDS INC Industrials 10.0 $5K 0.00% $505.60 -16.8%
Page 28 of 43  ·  849 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%