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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 40 of 43  ·  843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PSA PUBLIC STORAGE OPER CO Real Estate 2.0 $542.0 $271.00 +7.9%
782 VSHY VIRTUS ETF TR II 25.0 $538.0 $21.52 +0.9%
783 ST SENSATA TECHNOLOGIES HLDG PL Technology 15.0 $528.0 $35.20 +37.8%
784 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4.0 $527.0 $131.75 +20.2%
785 NDAQ NASDAQ INC Financial Services 6.0 $509.0 -18.0 -75.0% $84.83 +7.3%
786 FMB FIRST TR EXCH TRADED FD III 10.0 $507.0 $50.70 +0.3%
787 LIN LINDE PLC Basic Materials 1.0 $496.0 $496.00 +2.0%
788 ANNALY CAPITAL MANAGEMENT IN 23.0 $486.0 $21.13
789 VSNT VERSANT MEDIA GROUP INC Industrials 13.0 $481.0 NEW $37.00 +16.2%
790 XYL XYLEM INC Industrials 4.0 $478.0 $119.50 -9.5%
791 IT GARTNER INC Technology 3.0 $475.0 $158.33 -7.6%
792 DSM BNY MELLON STRATEGIC MUN BD Financial Services 79.0 $474.0 NEW $6.00 +0.0%
793 CURB CURBLINE PPTYS CORP Real Estate 18.0 $464.0 $25.78 +7.1%
794 STZ CONSTELLATION BRANDS INC Consumer Defensive 3.0 $450.0 -1.0 -25.0% $150.00 -5.1%
795 HMC HONDA MOTOR CO LTD Consumer Cyclical 18.0 $438.0 $24.33 +7.6%
796 AJG GALLAGHER ARTHUR J & CO Financial Services 2.0 $433.0 $216.50 -4.3%
797 ANGL VANECK ETF TRUST 15.0 $431.0 -32.0 -68.1% $28.73 +0.4%
798 BHF BRIGHTHOUSE FINL INC Financial Services 7.0 $419.0 $59.86 +4.7%
799 GDDY GODADDY INC Technology 5.0 $413.0 $82.60 +5.5%
800 EPAM EPAM SYS INC Technology 3.0 $406.0 $135.33 -31.3%
Page 40 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%