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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 35 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GSK GSK PLC Healthcare 34.0 $2K $52.41 -4.1%
682 PAAS PAN AMERN SILVER CORP Basic Materials 39.0 $2K $45.15 +6.5%
683 MTG MGIC INVT CORP WIS Financial Services 62.0 $2K $28.19 +10.3%
684 JBHT HUNT J B TRANS SVCS INC Industrials 6.0 $2K $289.50 -2.1%
685 ETSY INC 23.0 $2K $75.35
686 LIT GLOBAL X FDS 22.0 $2K $78.27 -2.6%
687 JPMB J P MORGAN EXCHANGE TRADED F 42.0 $2K $40.31 -1.6%
688 LNG CHENIERE ENERGY INC Energy 7.0 $2K $239.00 +11.7%
689 ALK ALASKA AIR GROUP INC Industrials 32.0 $2K $52.19 -15.6%
690 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8.0 $2K $206.00 +9.5%
691 INGERSOLL RAND INC 20.0 $2K $82.00
692 CPRT COPART INC Industrials 58.0 $2K $28.19 +12.5%
693 WMB WILLIAMS COS INC Energy 22.0 $2K $74.32 -1.2%
694 PVH PVH CORPORATION Consumer Cyclical 22.0 $2K $74.27 +5.3%
695 LVS LAS VEGAS SANDS CORP Consumer Cyclical 35.0 $2K $46.20 -1.7%
696 CRDT SIMPLIFY EXCHANGE TRADED FUN 68.0 $2K -43.0 -38.7% $23.68 +0.0%
697 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 8.0 $2K $193.25 +5.8%
698 SOLV SOLVENTUM CORP Healthcare 20.0 $2K $77.15 +12.5%
699 FORTINET INC 10.0 $2K $153.60
700 LYG LLOYDS BANKING GROUP PLC Financial Services 253.0 $1K $5.83 +5.5%
Page 35 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%