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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 39 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PSA PUBLIC STORAGE OPER CO Real Estate 2.0 $519.0 NEW $259.50 +12.7%
762 AJG GALLAGHER ARTHUR J & CO Financial Services 2.0 $518.0 NEW $259.00 -20.0%
763 ANNALY CAPITAL MANAGEMENT IN 23.0 $514.0 NEW $22.35
764 FMB FIRST TR EXCH TRADED FD III 10.0 $511.0 NEW $51.10 -0.5%
765 TDY TELEDYNE TECHNOLOGIES INC Technology 1.0 $511.0 NEW $511.00 +20.7%
766 WHR WHIRLPOOL CORP Consumer Cyclical 7.0 $505.0 NEW $72.14 -44.6%
767 AEYE AUDIOEYE INC Technology 50.0 $500.0 NEW $10.00 -27.4%
768 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 10.0 $500.0 NEW $50.00 -31.3%
769 ST SENSATA TECHNOLOGIES HLDG PL Technology 15.0 $499.0 NEW $33.27 +45.8%
770 VRSN VERISIGN INC Technology 2.0 $486.0 NEW $243.00 +22.5%
771 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 8.0 $460.0 NEW $57.50 +40.7%
772 BHF BRIGHTHOUSE FINL INC Financial Services 7.0 $454.0 NEW $64.86 -3.3%
773 TYL TYLER TECHNOLOGIES INC Technology 1.0 $454.0 NEW $454.00 -31.3%
774 NICE NICE LTD Technology 4.0 $452.0 NEW $113.00 -20.6%
775 IQVIA HLDGS INC 2.0 $451.0 NEW $225.50
776 VRSK VERISK ANALYTICS INC Industrials 2.0 $447.0 NEW $223.50 -27.3%
777 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $445.0 NEW $445.00 -27.9%
778 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 5.0 $437.0 NEW $87.40 -26.1%
779 NXPI NXP SEMICONDUCTORS N V Technology 2.0 $434.0 NEW $217.00 +34.3%
780 WMG WARNER MUSIC GROUP CORP Communication Services 14.0 $429.0 NEW $30.64 +9.1%
Page 39 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%