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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 40 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LIN LINDE PLC Basic Materials 1.0 $426.0 NEW $426.00 +18.8%
782 CURB CURBLINE PPTYS CORP Real Estate 18.0 $418.0 NEW $23.22 +18.9%
783 BIDU BAIDU INC Communication Services 3.0 $392.0 NEW $130.67 +3.6%
784 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 39.0 $376.0 NEW $9.64 +29.7%
785 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 17.0 $371.0 NEW $21.82 +29.8%
786 MRSH MARSH & MCLENNAN COS INC Financial Services 2.0 $371.0 NEW $185.50 -13.2%
787 CANADIAN PACIFIC KANSAS CITY 5.0 $368.0 NEW $73.60
788 NMR NOMURA HLDGS INC Financial Services 43.0 $361.0 NEW $8.40 -4.7%
789 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4.0 $360.0 NEW $90.00 -7.0%
790 SRE SEMPRA Utilities 4.0 $353.0 NEW $88.25 +2.5%
791 AON AON PLC Financial Services 1.0 $353.0 NEW $353.00 -7.5%
792 OLED UNIVERSAL DISPLAY CORP Technology 3.0 $350.0 NEW $116.67 -20.6%
793 TRU TRANSUNION Industrials 4.0 $343.0 NEW $85.75 -22.7%
794 REZI RESIDEO TECHNOLOGIES INC Industrials 9.0 $316.0 NEW $35.11 -19.3%
795 ALC ALCON AG Healthcare 4.0 $315.0 NEW $78.75 -16.2%
796 KDP KEURIG DR PEPPER INC Consumer Defensive 11.0 $308.0 NEW $28.00 +3.3%
797 PPG PPG INDS INC Basic Materials 3.0 $307.0 NEW $102.33 +0.3%
798 OGN ORGANON & CO Healthcare 40.0 $287.0 NEW $7.17 +86.8%
799 LUMN LUMEN TECHNOLOGIES INC Communication Services 36.0 $280.0 NEW $7.78 +29.2%
800 FTXO FIRST TR EXCHANGE TRADED FD 7.0 $265.0 NEW $37.86 -1.4%
Page 40 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%