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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 36 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FG F&G ANNUITIES & LIFE INC Financial Services 52.0 $1K -815.0 -94.0% $25.37 +10.5%
702 SOLV SOLVENTUM CORP Healthcare 20.0 $1K $65.30 +13.7%
703 WCN WASTE CONNECTIONS INC Industrials 8.0 $1K $162.50 -3.6%
704 AME AMETEK INC Industrials 6.0 $1K $214.33 +5.3%
705 ICLO INVESCO ACTIVELY MANAGED EXC 50.0 $1K $25.52 +0.0%
706 LYG LLOYDS BANKING GROUP PLC Financial Services 253.0 $1K $5.03 +0.4%
707 JBHT HUNT J B TRANS SVCS INC Industrials 6.0 $1K $211.83 +23.8%
708 ALB ALBEMARLE CORP Basic Materials 7.0 $1K $179.57 -2.1%
709 ARKG ARK ETF TR 47.0 $1K $26.43 +6.4%
710 SE SEA LTD Consumer Cyclical 15.0 $1K $82.80 +6.6%
711 KRE SPDR SERIES TRUST 19.0 $1K $65.16 +4.2%
712 ALLY ALLY FINL INC Financial Services 31.0 $1K $39.23 +7.4%
713 CLOI VANECK ETF TRUST 23.0 $1K $52.70 +0.3%
714 IYT ISHARES TR 16.0 $1K $74.62 +7.7%
715 BSX BOSTON SCIENTIFIC CORP Healthcare 19.0 $1K $62.74 -10.9%
716 ALK ALASKA AIR GROUP INC Industrials 32.0 $1K $36.78 +0.4%
717 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6.0 $1K $195.33 +4.0%
718 QRVO QORVO INC Technology 15.0 $1K $77.40 +19.2%
719 CRH PLC 11.0 $1K $105.09
720 ETSY INC 23.0 $1K $50.00
Page 36 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%