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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 34 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CMI CUMMINS INC Industrials 3.0 $2K 0.00% $713.33 -10.1%
662 BUG GLOBAL X FDS 56.0 $2K 0.00% $38.20 +9.7%
663 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K 0.00% $2081.00 +8.0%
664 IPAY AMPLIFY ETF TR 45.0 $2K 0.00% $46.11 +10.1%
665 SHW SHERWIN WILLIAMS CO Basic Materials 6.0 $2K 0.00% $344.33 +1.6%
666 CTAS CINTAS CORP Industrials 12.0 $2K 0.00% $170.08 +16.3%
667 NFLT ETFIS SER TR I 87.0 $2K 0.00% $22.95 -0.5%
668 OSK OSHKOSH CORP Industrials 13.0 $2K 0.00% $153.46 +0.3%
669 ARKG ARK ETF TR 47.0 $2K 0.00% $42.06 +4.7%
670 BDX BECTON DICKINSON & CO Healthcare 13.0 $2K 0.00% $151.31 +20.3%
671 ITA ISHARES TR 8.0 $2K 0.00% $242.38 +3.6%
672 MNA NEW YORK LIFE INVESTMENTS ET 53.0 $2K 0.00% $36.47 +0.8%
673 NTRS NORTHERN TR CORP Financial Services 11.0 $2K 0.00% $173.82 +10.2%
674 VGT VANGUARD WORLD FD 16.0 $2K 0.00% -4.0 -20.0% $119.50 +2.5%
675 QAI NEW YORK LIFE INVESTMENTS ET 51.0 $2K 0.00% $36.61 +0.4%
676 CFR CULLEN FROST BANKERS INC Financial Services 12.0 $2K 0.00% $154.50 +8.8%
677 SAP SAP SE Technology 12.0 $2K 0.00% $154.08 +34.9%
678 DVN DEVON ENERGY CORP NEW Energy 44.0 $2K NEW $41.32 +15.1%
679 PCG PG&E CORP Utilities 107.0 $2K $16.82 +4.0%
680 SPG SIMON PPTY GROUP INC NEW Real Estate 8.0 $2K $223.62 -0.9%
Page 34 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%