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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $364M AUM 849 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 82 Added 281 Reduced 25 Exited
Page 42 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PHIN PHINIA INC Consumer Cyclical 4.0 $329.0 $82.25 -9.3%
822 SSNC SS&C TECH HLDGS Technology 5.0 $310.0 $62.00 +28.7%
823 AEYE AUDIOEYE INC Technology 50.0 $291.0 $5.82 +41.9%
824 FTXO FIRST TR EXCHANGE TRADED FD 7.0 $289.0 $41.29 +5.5%
825 LH LABCORP HOLDINGS INC Healthcare 1.0 $280.0 $280.00 +15.5%
826 REZI RESIDEO TECHNOLOGIES INC Industrials 9.0 $280.0 $31.11 -33.7%
827 ALC ALCON AG Healthcare 4.0 $268.0 $67.00 +8.2%
828 FXG FIRST TR EXCHANGE-TRADED FD 4.0 $250.0 $62.50 +4.4%
829 VXF VANGUARD INDEX FDS 1.0 $247.0 $247.00 +1.2%
830 BSCT INVESCO EXCH TRD SLF IDX FD 13.0 $241.0 $18.54 +0.1%
831 EPAM EPAM SYS INC Technology 3.0 $238.0 $79.33 +24.4%
832 MORT VANECK ETF TRUST 23.0 $238.0 $10.35 -4.1%
833 LUMN LUMEN TECHNOLOGIES INC Communication Services 29.0 $223.0 $7.69 -14.4%
834 PGR PROGRESSIVE CORP Financial Services 1.0 $218.0 $218.00 -6.5%
835 AMRC AMERESCO INC Industrials 7.0 $193.0 NEW $27.57 +3.4%
836 IRT INDEPENDENCE RLTY TR INC Real Estate 11.0 $184.0 $16.73 -0.3%
837 IGSB ISHARES TR 3.0 $157.0 $52.33 -0.4%
838 FEDEX FGHT HLDG CO INC 1.0 $151.0 NEW $151.00
839 WDS WOODSIDE ENERGY GROUP LTD Energy 6.0 $116.0 $19.33 +22.1%
840 XRX XEROX HOLDINGS CORP Technology 37.0 $116.0 $3.14 -5.9%
Page 42 of 43  ·  849 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 32.0%
Financial Services 28.3%
Consumer Cyclical 9.5%
Healthcare 6.3%
Communication Services 6.2%
Utilities 5.1%
Consumer Defensive 4.8%
Industrials 4.5%
Energy 1.9%
Basic Materials 1.1%