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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 39 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AQMS AQUA METALS INC Industrials 171.0 $732.0 $4.28 -6.8%
762 AA ALCOA CORP Basic Materials 11.0 $730.0 $66.36 -5.7%
763 EW EDWARDS LIFESCIENCES CORP Healthcare 9.0 $721.0 $80.11 +1.6%
764 NSP INSPERITY INC Industrials 26.0 $703.0 $27.04 +11.8%
765 VEEV VEEVA SYS INC Healthcare 4.0 $703.0 $175.75 -11.1%
766 LMBS FIRST TR EXCHANGE-TRADED FD 14.0 $697.0 $49.79 -0.1%
767 IBB ISHARES TR 4.0 $675.0 $168.75 -2.8%
768 FIRST HAWAIIAN INC 26.0 $641.0 $24.65
769 TOPT ISHARES TR 22.0 $630.0 NEW $28.64 +18.1%
770 BCS BARCLAYS PLC Financial Services 29.0 $614.0 $21.17 +8.3%
771 ADP AUTOMATIC DATA PROCESSING IN Industrials 3.0 $610.0 $203.33 +9.6%
772 TDY TELEDYNE TECHNOLOGIES INC Technology 1.0 $605.0 $605.00 +1.9%
773 GEN GEN DIGITAL INC Technology 32.0 $603.0 $18.84 +24.4%
774 FBT FIRST TR EXCHANGE-TRADED FD 3.0 $602.0 $200.67 +2.4%
775 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 8.0 $599.0 $74.88 +14.8%
776 CL COLGATE PALMOLIVE CO Consumer Defensive 7.0 $597.0 -9.0 -56.2% $85.29 +5.4%
777 BK BANK NEW YORK MELLON CORP Financial Services 5.0 $593.0 $118.60 +15.2%
778 CME CME GROUP INC Financial Services 2.0 $591.0 $295.50 +3.3%
779 IDXX IDEXX LABS INC Healthcare 1.0 $562.0 $562.00 -5.9%
780 GL GLOBE LIFE INC Financial Services 4.0 $557.0 $139.25 +11.3%
Page 39 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%