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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 43 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 PETS PETMED EXPRESS INC Healthcare 50.0 $96.0 $1.92 -8.9%
842 CNDT CONDUENT INC Technology 30.0 $44.0 $1.47 -0.5%
843 ASIX ADVANSIX INC Basic Materials 2.0 $40.0 $20.00 -16.4%
844 TEM TEMPUS AI INC Healthcare 1.0 $40.0 $40.00 +29.1%
845 SNAP SNAP INC Communication Services 8.0 $36.0 NEW $4.50 +15.1%
846 SITE CTRS CORP 9.0 $36.0 $4.00
847 AI C3 AI INC Technology 3.0 $27.0 $9.00 +7.8%
848 EMBC EMBECTA CORP Healthcare 2.0 $7.0 $3.50 +46.6%
849 XEROX HOLDINGS CORP 18.0 $5.0 $0.28
Page 43 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%