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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 38 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 EQIX EQUINIX INC Real Estate 1.0 $980.0 $980.00 +8.1%
742 FPE FIRST TR EXCH TRADED FD III 55.0 $976.0 $17.75 +1.5%
743 HUBS HUBSPOT INC Technology 4.0 $976.0 $244.00 -18.7%
744 VTRS VIATRIS INC Healthcare 71.0 $959.0 $13.51 +22.0%
745 SNY SANOFI SA Healthcare 19.0 $915.0 $48.16 -11.4%
746 CCEF CALAMOS ETF TR 32.0 $902.0 -89.0 -73.5% $28.19 +3.6%
747 EFX EQUIFAX INC Industrials 5.0 $900.0 $180.00 -12.0%
748 HDB HDFC BANK LTD Financial Services 36.0 $896.0 $24.89 -1.8%
749 PH PARKER-HANNIFIN CORP Industrials 1.0 $895.0 $895.00 -3.6%
750 BC BRUNSWICK CORP Consumer Cyclical 12.0 $873.0 $72.75 +5.1%
751 CDX SIMPLIFY EXCHANGE TRADED FUN 40.0 $860.0 -115.0 -74.2% $21.50 -1.4%
752 AYI ACUITY INC Industrials 3.0 $841.0 $280.33 +0.8%
753 LOGI LOGITECH INTL S A Technology 9.0 $820.0 $91.11 +13.0%
754 FORTINET INC 10.0 $817.0 $81.70
755 HIG HARTFORD INSURANCE GROUP INC Financial Services 6.0 $811.0 $135.17 -0.9%
756 BX BLACKSTONE INC Financial Services 7.0 $805.0 $115.00 +1.8%
757 IGV ISHARES TR 10.0 $801.0 $80.10 +15.9%
758 UNILEVER PLC 14.0 $798.0 $57.00
759 HLN HALEON PLC Healthcare 78.0 $781.0 $10.01 -10.5%
760 FAST FASTENAL CO Industrials 16.0 $742.0 $46.38 -6.7%
Page 38 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%