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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $397.3B AUM 843 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 121 Added 257 Reduced 48 Exited
Page 34 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CPRT COPART INC Industrials 58.0 $2K $33.21 +0.6%
662 SHW SHERWIN WILLIAMS CO Basic Materials 6.0 $2K $320.50 -7.7%
663 OSK OSHKOSH CORP Industrials 13.0 $2K $147.23 -19.5%
664 CHAT TIDAL TRUST II 31.0 $2K $61.55 +34.5%
665 LVS LAS VEGAS SANDS CORP Consumer Cyclical 35.0 $2K $53.89 -6.9%
666 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K $1885.00 +1.6%
667 PCG PG&E CORP Utilities 107.0 $2K $17.57 -9.4%
668 GSK GSK PLC Healthcare 34.0 $2K $55.18 -8.5%
669 XTWY BONDBLOXX ETF TRUST 49.0 $2K NEW $37.65 -5.1%
670 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 31.0 $2K $57.58 +18.1%
671 ITA ISHARES TR 8.0 $2K $218.75 -0.0%
672 QAI NEW YORK LIFE INVESTMENTS ET 51.0 $2K $34.12 +4.3%
673 ARW ARROW ELECTRS INC Technology 12.0 $2K $143.42 +43.4%
674 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13.0 $2K $131.00 -3.7%
675 JPMB J P MORGAN EXCHANGE TRADED F 42.0 $2K -9.0 -17.6% $39.26 +0.2%
676 TM TOYOTA MOTOR CORP Consumer Cyclical 8.0 $2K $206.12 -10.3%
677 CFR CULLEN FROST BANKERS INC Financial Services 12.0 $2K $137.08 -0.3%
678 LIT GLOBAL X FDS 22.0 $2K $74.36 +9.9%
679 MTG MGIC INVT CORP WIS Financial Services 62.0 $2K $26.26 -0.9%
680 CMI CUMMINS INC Industrials 3.0 $2K $538.00 +23.0%
Page 34 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%