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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 36 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13.0 $1K $112.31 +21.6%
702 AME AMETEK INC Industrials 6.0 $1K $242.00 +5.0%
703 YUM YUM BRANDS INC Consumer Cyclical 9.0 $1K $159.89 -9.2%
704 PAWZ PROSHARES TR 30.0 $1K $47.90 +7.3%
705 SE SEA LTD Consumer Cyclical 15.0 $1K $95.80 +24.7%
706 MLPA GLOBAL X FDS 27.0 $1K $53.07 +5.9%
707 ALLY ALLY FINL INC Financial Services 31.0 $1K $45.94 -5.1%
708 KRE SPDR SERIES TRUST 19.0 $1K $74.84 +3.4%
709 SABA SABA CAPITAL INCOME & OPPORT Financial Services 168.0 $1K $8.35 -1.3%
710 QRVO QORVO INC Technology 15.0 $1K $93.27 +3.0%
711 PSP INVESCO EXCHANGE TRADED FD T 25.0 $1K $55.72 +13.3%
712 IYT ISHARES TR 16.0 $1K $86.75 +0.7%
713 TM TOYOTA MOTOR CORP Consumer Cyclical 8.0 $1K $168.38 +12.4%
714 WCN WASTE CONNECTIONS INC Industrials 8.0 $1K $166.75 -1.0%
715 IX ORIX CORP Financial Services 35.0 $1K $38.03 +5.5%
716 BWA BORGWARNER INC Consumer Cyclical 20.0 $1K $66.40 +5.3%
717 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6.0 $1K $216.67 -2.2%
718 ICLO INVESCO ACTIVELY MANAGED EXC 50.0 $1K $25.58 +0.2%
719 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 64.0 $1K $19.89 +15.8%
720 DE DEERE & CO Industrials 2.0 $1K $634.50 -5.4%
Page 36 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%