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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 4 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 114,520.0 $1.9M 0.44% NEW $16.51 -4.5%
62 HD HOME DEPOT INC Consumer Cyclical 5,280.0 $1.8M 0.42% NEW $344.08 -13.5%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 11,246.0 $1.8M 0.42% NEW $160.41 +18.2%
64 PEP PEPSICO INC Consumer Defensive 12,522.0 $1.8M 0.42% NEW $143.53 +3.9%
65 BERKSHIRE HATHAWAY INC DEL 3,494.0 $1.8M 0.41% NEW $502.59
66 EMLP FIRST TR EXCHANGE-TRADED FD 45,758.0 $1.7M 0.40% NEW $37.87 +16.2%
67 FMAT FIDELITY COVINGTON TRUST 32,400.0 $1.7M 0.40% NEW $53.11 +9.1%
68 MRK MERCK & CO INC Healthcare 15,864.0 $1.7M 0.39% NEW $105.26 +5.8%
69 META META PLATFORMS INC Communication Services 2,452.0 $1.6M 0.38% NEW $660.07 -6.9%
70 MDYV SPDR SERIES TRUST 19,045.0 $1.6M 0.38% NEW $84.65 +5.3%
71 JNJ JOHNSON & JOHNSON Healthcare 7,763.0 $1.6M 0.37% NEW $206.94 +9.6%
72 FUTY FIDELITY COVINGTON TRUST 27,920.0 $1.5M 0.36% NEW $55.22 +2.9%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 36,879.0 $1.5M 0.35% NEW $40.73 +13.8%
74 UNP UNION PAC CORP Industrials 6,436.0 $1.5M 0.35% NEW $231.31 +17.0%
75 GE GE AEROSPACE Industrials 4,800.0 $1.5M 0.34% NEW $308.02 -8.6%
76 AVGO BROADCOM INC Technology 4,205.0 $1.5M 0.34% NEW $346.10 +21.6%
77 LLY ELI LILLY & CO Healthcare 1,324.0 $1.4M 0.33% NEW $1074.59 -6.3%
78 FGD FIRST TR EXCHANGE TRADED FD 46,053.0 $1.4M 0.33% NEW $30.27 +11.5%
79 OMC OMNICOM GROUP INC Communication Services 17,088.0 $1.4M 0.32% NEW $80.75 -12.3%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 4,542.0 $1.3M 0.31% NEW $296.24 -26.0%
Page 4 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%