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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 37 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 LNC LINCOLN NATL CORP IND Financial Services 32.0 $1K $35.50 -3.2%
722 DE DEERE & CO Industrials 2.0 $1K $563.50 -0.3%
723 XRT SPDR SERIES TRUST 14.0 $1K $80.50 -1.1%
724 IXJ ISHARES TR 12.0 $1K $93.50 -1.1%
725 TJX TJX COS INC NEW Consumer Cyclical 7.0 $1K $159.71 -7.7%
726 RWR SPDR SERIES TRUST 11.0 $1K $101.00 +8.2%
727 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 64.0 $1K $16.97 +11.0%
728 BWA BORGWARNER INC Consumer Cyclical 20.0 $1K $54.25 +14.0%
729 FDX FEDEX CORP Industrials 3.0 $1K $360.33 +4.3%
730 CHDN CHURCHILL DOWNS INC Consumer Cyclical 12.0 $1K $89.83 -2.1%
731 IX ORIX CORP Financial Services 35.0 $1K $30.00 +22.2%
732 FIXD FIRST TR EXCHNG TRADED FD VI 24.0 $1K $43.58 -0.8%
733 GM GENERAL MTRS CO Consumer Cyclical 14.0 $1K $74.50 +0.5%
734 HEAL GLOBAL X FDS 43.0 $1K $23.81 +2.3%
735 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8.0 $1K $127.75 +4.3%
736 PDD PDD HOLDINGS INC Consumer Cyclical 10.0 $1K $102.20 -6.2%
737 E ENI SPA Energy 18.0 $1K $56.61 -2.0%
738 PTC PTC INC Technology 7.0 $997.0 $142.43 -0.4%
739 ESNT ESSENT GROUP LTD Financial Services 17.0 $993.0 $58.41 +3.4%
740 RYANAIR HOLDINGS PLC 17.0 $983.0 $57.82
Page 37 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%