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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $429M AUM 831 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 831 New
Page 36 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EFX EQUIFAX INC Industrials 5.0 $1K NEW $217.00 -25.3%
702 RWR SPDR SERIES TRUST 11.0 $1K NEW $98.27 +10.5%
703 AYI ACUITY INC Industrials 3.0 $1K NEW $360.00 -23.0%
704 BX BLACKSTONE INC Financial Services 7.0 $1K NEW $154.14 -24.6%
705 TJX TJX COS INC NEW Consumer Cyclical 7.0 $1K NEW $153.57 -2.6%
706 FIXD FIRST TR EXCHNG TRADED FD VI 24.0 $1K NEW $44.33 -2.9%
707 IGV ISHARES TR 10.0 $1K NEW $105.70 -11.9%
708 IX ORIX CORP Financial Services 35.0 $1K NEW $29.23 +27.0%
709 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 64.0 $1K NEW $15.86 +22.6%
710 NSP INSPERITY INC Industrials 26.0 $1K NEW $38.73 -17.1%
711 FPE FIRST TR EXCH TRADED FD III 55.0 $1K NEW $18.22 -1.4%
712 ALB ALBEMARLE CORP Basic Materials 7.0 $990.0 NEW $141.43 +21.2%
713 OXY OCCIDENTAL PETE CORP Energy 24.0 $987.0 NEW $41.12 +46.1%
714 TER TERADYNE INC Technology 5.0 $968.0 NEW $193.60 +65.4%
715 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6.0 $941.0 NEW $156.83 +27.5%
716 DE DEERE & CO Industrials 2.0 $931.0 NEW $465.50 +19.7%
717 LEN LENNAR CORP Consumer Cyclical 9.0 $925.0 NEW $102.78 -20.8%
718 SNY SANOFI SA Healthcare 19.0 $921.0 NEW $48.47 -10.5%
719 UNILEVER PLC 14.0 $916.0 NEW $65.43
720 LOGI LOGITECH INTL S A Technology 9.0 $902.0 NEW $100.22 +4.2%
Page 36 of 42  ·  831 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 26.7%
Financial Services 22.3%
Consumer Cyclical 9.9%
Communication Services 7.7%
Utilities 7.4%
Healthcare 7.3%
Industrials 6.7%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 1.8%