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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $397M AUM 843 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 121 Added 257 Reduced 48 Exited
Page 32 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 13.0 $3K 0.00% $197.54 +22.6%
622 CLOA BLACKROCK ETF TRUST II 49.0 $3K 0.00% $51.84 +0.2%
623 CRDT SIMPLIFY EXCHANGE TRADED FUN 111.0 $2K 0.00% NEW $22.45 +1.9%
624 VDC VANGUARD WORLD FD 11.0 $2K 0.00% +1.0 +10.0% $224.73 +4.5%
625 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 125.0 $2K 0.00% $19.75 +11.0%
626 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 28.0 $2K 0.00% $85.64 +12.3%
627 VLTO VERALTO CORP Industrials 27.0 $2K 0.00% $88.41 -1.9%
628 SONY SONY GROUP CORP Technology 115.0 $2K 0.00% $20.70 +9.7%
629 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 64.0 $2K 0.00% $37.02 +0.2%
630 ARCC ARES CAPITAL CORP Financial Services 131.0 $2K 0.00% $18.02 +3.0%
631 RSPS INVESCO EXCHANGE TRADED FD T 80.0 $2K 0.00% $29.50 +1.6%
632 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 8.0 $2K 0.00% $292.75 +34.6%
633 FAN FIRST TR EXCHANGE-TRADED FD 94.0 $2K 0.00% $24.74 +3.5%
634 DOV DOVER CORP Industrials 11.0 $2K 0.00% $208.45 +1.1%
635 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 35.0 $2K 0.00% $65.11 +11.8%
636 MTB M & T BK CORP Financial Services 11.0 $2K 0.00% $206.73 -0.2%
637 NVO NOVO-NORDISK A S Healthcare 61.0 $2K 0.00% $36.75 +20.5%
638 ARTY ISHARES TR 48.0 $2K 0.00% NEW $46.52 +37.1%
639 CTRA COTERRA ENERGY INC Energy 63.0 $2K 0.00% $35.14 -7.3%
640 ZD ZIFF DAVIS INC Communication Services 52.0 $2K 0.00% $41.96 -1.9%
Page 32 of 43  ·  843 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 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%