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Portfolio (Quarterly) Guide ↗

Elevate Capital Advisors, LLC

· CIK 0001909571
13F Portfolio $143M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMO THERMO FISHER SCIENTIFIC INC Healthcare 815.0 $395K 0.28% NEW $485.02 -6.9%
62 TTD THE TRADE DESK INC Technology 7,475.0 $366K 0.26% NEW $49.01 -57.1%
63 VENTURE GLOBAL INC 24,767.0 $351K 0.24% NEW $14.19
64 JEPI J P MORGAN EXCHANGE TRADED F 6,102.0 $348K 0.24% NEW $57.10 -1.8%
65 BLK BLACKROCK INC Financial Services 284.0 $331K 0.23% NEW $1165.87 -8.8%
66 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 34,582.0 $284K 0.20% NEW $8.20 -5.2%
67 SMLF ISHARES TR 3,562.0 $265K 0.18% NEW $74.35 +11.9%
68 ENB ENBRIDGE INC Energy 5,000.0 $252K 0.18% NEW $50.46 +14.5%
69 ANNALY CAPITAL MANAGEMENT IN 12,232.0 $247K 0.17% NEW $20.21
70 SHOP SHOPIFY INC Technology 1,584.0 $235K 0.16% NEW $148.61 -29.3%
71 CHWY CHEWY INC Consumer Cyclical 5,394.0 $218K 0.15% NEW $40.45 -50.7%
72 PEP PEPSICO INC Consumer Defensive 1,518.0 $213K 0.15% NEW $140.43 +6.0%
73 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 10,773.0 $173K 0.12% NEW $16.08 -5.5%
74 RITM RITHM CAPITAL CORP Real Estate 10,941.0 $125K 0.09% NEW $11.39 -18.6%
75 TWO HBRS INVT CORP 11,408.0 $113K 0.08% NEW $9.87
Page 4 of 4  ·  75 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 28.3%
Technology 21.0%
Consumer Cyclical 13.4%
Consumer Defensive 12.4%
Industrials 8.1%
Communication Services 6.3%
Healthcare 4.7%
Basic Materials 3.3%
Energy 2.3%
Real Estate 0.1%