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Portfolio (Quarterly) Guide ↗

Elevate Capital Advisors, LLC

· CIK 0001909571
13F Portfolio $151M AUM 78 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 23 New 27 Added 25 Reduced 20 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGSB ISHARES TR 240,081.0 $12.7M 8.40% NEW $52.88 -1.1%
2 SHY ISHARES TR 62,390.0 $5.2M 3.42% NEW $82.82 -0.8%
3 ACGL ARCH CAP GROUP LTD Financial Services 14,640.0 $1.4M 0.93% NEW $95.92 +0.2%
4 CELH CELSIUS HLDGS INC Consumer Defensive 28,043.0 $1.3M 0.85% NEW $45.74 -35.1%
5 KNSL KINSALE CAP GROUP INC Financial Services 2,755.0 $1.1M 0.71% NEW $391.12 -20.2%
6 QLYS QUALYS INC Technology 5,030.0 $668K 0.44% NEW $132.90 -24.3%
7 Q QNITY ELECTRONICS INC Technology 7,938.0 $648K 0.43% NEW $81.65 +87.4%
8 PGR PROGRESSIVE CORP Financial Services 2,777.0 $632K 0.42% NEW $227.72 -11.0%
9 GDS GDS HLDGS LTD Technology 15,820.0 $552K 0.36% NEW $34.90 +0.7%
10 TKO TKO GROUP HOLDINGS INC Communication Services 2,295.0 $480K 0.32% NEW $208.99 -7.0%
11 DYN DYNE THERAPEUTICS INC Healthcare 24,114.0 $472K 0.31% NEW $19.56 -11.2%
12 ORI OLD REP INTL CORP Financial Services 10,000.0 $456K 0.30% NEW $45.64 -13.1%
13 BND VANGUARD BD INDEX FDS 6,033.0 $447K 0.30% NEW $74.06 -1.5%
14 UNH UNITEDHEALTH GROUP INC Healthcare 1,284.0 $424K 0.28% NEW $330.11 +16.1%
15 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,039.0 $413K 0.27% NEW $397.65 -24.4%
16 JOBY JOBY AVIATION INC Industrials 30,459.0 $402K 0.27% NEW $13.20 -21.2%
17 NVR NVR INC Consumer Cyclical 50.0 $368K 0.24% NEW $7363.46 -17.9%
18 APP APPLOVIN CORP Technology 508.0 $342K 0.23% NEW $673.82 -27.9%
19 VEA VANGUARD TAX-MANAGED FDS 4,675.0 $292K 0.19% NEW $62.47 +13.2%
20 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 7,285.0 $282K 0.19% NEW $38.73 -11.3%
Page 1 of 2  ·  23 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
Financial Services 33.5%
Technology 20.2%
Consumer Defensive 12.5%
Consumer Cyclical 9.4%
Healthcare 8.1%
Communication Services 7.8%
Industrials 3.6%
Basic Materials 2.8%
Energy 2.2%