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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 32 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HII HUNTINGTON INGALLS INDS INC Industrials 11.0 $3K 0.00% $272.55 +16.8%
622 AIG AMERICAN INTL GROUP INC Financial Services 40.0 $3K 0.00% $74.53 +1.7%
623 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 125.0 $3K 0.00% $23.58 +11.3%
624 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10.0 $3K 0.00% $293.20 +2.6%
625 NVO NOVO-NORDISK A S Healthcare 61.0 $3K 0.00% $47.93 -6.4%
626 MSI MOTOROLA SOLUTIONS INC Technology 7.0 $3K 0.00% $415.29 +10.1%
627 EA ELECTRONIC ARTS INC Communication Services 14.0 $3K 0.00% $205.57 +2.0%
628 EQNR EQUINOR ASA Energy 91.0 $3K 0.00% $31.40 +33.2%
629 XLU SELECT SECTOR SPDR TR 62.0 $3K 0.00% $45.34 -2.6%
630 SCHW SCHWAB CHARLES CORP Financial Services 30.0 $3K 0.00% $92.27 +19.8%
631 ZD ZIFF DAVIS INC Communication Services 52.0 $3K 0.00% $52.37 +3.7%
632 SNSR GLOBAL X FDS 54.0 $3K 0.00% $49.96 -1.2%
633 SMH VANECK ETF TRUST 4.0 $3K 0.00% $656.00 -9.4%
634 MTB M & T BK CORP Financial Services 11.0 $3K 0.00% $238.00 +6.2%
635 VTWG VANGUARD SCOTTSDALE FDS 9.0 $3K 0.00% $288.44 -0.1%
636 WBD WARNER BROS DISCOVERY INC Communication Services 97.0 $3K 0.00% $26.66 +4.8%
637 ARW ARROW ELECTRS INC Technology 12.0 $3K 0.00% $213.42 +3.3%
638 CLOA BLACKROCK ETF TRUST II 49.0 $3K 0.00% $51.92 -0.1%
639 ZTS ZOETIS INC Healthcare 35.0 $3K 0.00% $71.86 +1.5%
640 VOOG VANGUARD ADMIRAL FDS INC 30.0 $3K 0.00% +25.0 +500.0% $83.70 +1.6%
Page 32 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%