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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 31 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AAL AMERICAN AIRLINES GROUP INC Industrials 187.0 $3K 0.00% -13.0 -6.5% $18.07 -21.3%
602 BP BP PLC Energy 91.0 $3K 0.00% $36.95 +17.3%
603 RRX REGAL REXNORD CORPORATION Industrials 14.0 $3K 0.00% $238.21 -28.5%
604 FXZ FIRST TR EXCHANGE-TRADED FD 42.0 $3K 0.00% $79.10 +5.3%
605 ON ON SEMICONDUCTOR CORP Technology 35.0 $3K 0.00% $94.54 -17.4%
606 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 13.0 $3K 0.00% $250.00 -0.9%
607 BHP BHP BILLITON LIMITED Basic Materials 39.0 $3K 0.00% $83.31 +6.6%
608 JPLD J P MORGAN EXCHANGE TRADED F 62.0 $3K 0.00% $52.19 -0.3%
609 ING ING GROEP N.V. Financial Services 102.0 $3K 0.00% $31.38 +13.1%
610 VWOB VANGUARD WHITEHALL FDS 48.0 $3K 0.00% $66.69 -1.3%
611 MCO MOODYS CORP Financial Services 7.0 $3K 0.00% $452.86 +6.9%
612 VVV VALVOLINE INC Energy 80.0 $3K 0.00% $39.54 -14.0%
613 SOMNIGROUP INTERNATIONAL INC 40.0 $3K 0.00% $78.40
614 JEPQ J P MORGAN EXCHANGE TRADED F 51.0 $3K 0.00% $61.45 -2.4%
615 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 28.0 $3K 0.00% $111.79 -5.3%
616 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $3K 0.00% $623.60 +31.0%
617 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 8.0 $3K 0.00% $386.75 +3.7%
618 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 64.0 $3K 0.00% $47.81 -8.6%
619 ELD WISDOMTREE TR 106.0 $3K 0.00% $28.81 +0.3%
620 CHAT TIDAL TRUST II 31.0 $3K 0.00% $98.19 -8.9%
Page 31 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%