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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 35 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 INGERSOLL RAND INC 20.0 $2K $80.10
682 WMB WILLIAMS COS INC Energy 22.0 $2K $72.77 +6.8%
683 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8.0 $2K $196.00 -0.1%
684 OXY OCCIDENTAL PETE CORP Energy 24.0 $2K $65.00 -8.3%
685 PAWZ PROSHARES TR 30.0 $2K $51.33 -9.5%
686 NTRS NORTHERN TR CORP Financial Services 11.0 $2K $139.55 +17.4%
687 PVH PVH CORPORATION Consumer Cyclical 22.0 $2K $69.77 +13.9%
688 SMH VANECK ETF TRUST 4.0 $2K -1.0 -20.0% $383.50 +42.4%
689 OC OWENS CORNING NEW Industrials 14.0 $2K $108.21 +5.4%
690 CHTR CHARTER COMMUNICATIONS INC Communication Services 7.0 $2K $215.86 -34.6%
691 SPG SIMON PPTY GROUP INC NEW Real Estate 8.0 $1K $186.50 +7.2%
692 TER TERADYNE INC Technology 5.0 $1K $296.40 +14.0%
693 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24.0 $1K $61.33 -23.2%
694 MLPA GLOBAL X FDS 27.0 $1K $53.85 +3.6%
695 PSP INVESCO EXCHANGE TRADED FD T 25.0 $1K $56.52 +5.5%
696 BUG GLOBAL X FDS 56.0 $1K $25.11 +30.7%
697 YUM YUM BRANDS INC Consumer Cyclical 9.0 $1K $155.44 -3.5%
698 SABA SABA CAPITAL INCOME & OPPORT Financial Services 168.0 $1K $8.32 +0.9%
699 KHC KRAFT HEINZ CO Consumer Defensive 59.0 $1K +4.0 +7.3% $22.42 +2.2%
700 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 8.0 $1K $165.12 +7.8%
Page 35 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%