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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACGL ARCH CAP GROUP LTD Financial Services 14,640.0 $1.4M 0.93% NEW $95.92 +0.2%
42 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 25,583.0 $1.3M 0.86% -2K -8.1% $50.60 -11.3%
43 CELH CELSIUS HLDGS INC Consumer Defensive 28,043.0 $1.3M 0.85% NEW $45.74 -35.1%
44 MRK MERCK & CO INC Healthcare 11,633.0 $1.2M 0.81% +3K +34.6% $105.26 +10.1%
45 TSLA TESLA INC Consumer Cyclical 2,711.0 $1.2M 0.81% +2K +179.8% $449.72 -7.2%
46 INTU INTUIT Technology 1,741.0 $1.2M 0.76% -245.0 -12.3% $662.59 -53.7%
47 KNSL KINSALE CAP GROUP INC Financial Services 2,755.0 $1.1M 0.71% NEW $391.12 -20.2%
48 XLE SELECT SECTOR SPDR TR 22,939.0 $1.0M 0.68% +10K +71.0% $44.71 +32.3%
49 DE DEERE & CO Industrials 2,147.0 $1000K 0.66% -2K -43.7% $465.61 +14.1%
50 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 26,322.0 $974K 0.64% -8K -24.0% $37.00 -11.4%
51 CPRT COPART INC Industrials 17,777.0 $696K 0.46% -15K -45.7% $39.15 -12.1%
52 QLYS QUALYS INC Technology 5,030.0 $668K 0.44% NEW $132.90 -24.3%
53 DKNG DRAFTKINGS INC NEW Consumer Cyclical 19,218.0 $662K 0.44% +3K +20.2% $34.46 -26.3%
54 SMLF ISHARES TR 8,709.0 $652K 0.43% +5K +144.5% $74.88 +11.1%
55 Q QNITY ELECTRONICS INC Technology 7,938.0 $648K 0.43% NEW $81.65 +87.4%
56 PGR PROGRESSIVE CORP Financial Services 2,777.0 $632K 0.42% NEW $227.72 -11.0%
57 FLUTTER ENTMT PLC 2,864.0 $616K 0.41% +661.0 +30.0% $215.04
58 GDS GDS HLDGS LTD Technology 15,820.0 $552K 0.36% NEW $34.90 +0.7%
59 TKO TKO GROUP HOLDINGS INC Communication Services 2,295.0 $480K 0.32% NEW $208.99 -7.0%
60 DYN DYNE THERAPEUTICS INC Healthcare 24,114.0 $472K 0.31% NEW $19.56 -11.2%
Page 3 of 4  ·  78 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%