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Portfolio (Quarterly) Guide ↗

ELEVATION POINT WEALTH PARTNERS, LLC

· CIK 0001744349
13F Portfolio $1.2B AUM 538 positions Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q2 2025 Q1 2025 · All 533 New
Page 11 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRM SALESFORCE INC Technology 3,552.0 $953K 0.08% NEW $268.40 -34.4%
202 SYY SYSCO CORP Consumer Defensive 12,658.0 $950K 0.08% NEW $75.04 +1.2%
203 TEAM ATLASSIAN CORPORATION Technology 4,468.0 $948K 0.08% NEW $212.21 -56.0%
204 BA BOEING CO Industrials 5,558.0 $948K 0.08% NEW $170.55 +34.1%
205 NU NU HLDGS LTD Financial Services 92,289.0 $945K 0.08% NEW $10.24 +27.4%
206 HEICO CORP NEW 4,465.0 $942K 0.08% NEW $210.97
207 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,688.0 $941K 0.08% NEW $165.45 +33.5%
208 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,575.0 $929K 0.08% NEW $166.63 +8.9%
209 FERG FERGUSON ENTERPRISES INC Industrials 5,758.0 $923K 0.08% NEW $160.23 +41.4%
210 BDX BECTON DICKINSON & CO Healthcare 3,947.0 $904K 0.08% NEW $229.08 -35.2%
211 MOH MOLINA HEALTHCARE INC Healthcare 2,715.0 $894K 0.08% NEW $329.39 -46.0%
212 DE DEERE & CO Industrials 1,894.0 $889K 0.08% NEW $469.43 +14.8%
213 TTE TOTALENERGIES SE Energy 13,732.0 $888K 0.08% NEW $64.69 +34.8%
214 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 7,610.0 $886K 0.08% NEW $116.36 -29.1%
215 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,120.0 $883K 0.08% NEW $283.06 -53.6%
216 FISV FISERV INC Technology 3,949.0 $872K 0.07% NEW $220.83 -74.7%
217 TDY TELEDYNE TECHNOLOGIES INC Technology 1,752.0 $872K 0.07% NEW $497.71 +27.4%
218 HCA HCA HEALTHCARE INC Healthcare 2,521.0 $871K 0.07% NEW $345.59 +11.2%
219 MSI MOTOROLA SOLUTIONS INC Technology 1,982.0 $868K 0.07% NEW $437.74 -6.0%
220 VRT VERTIV HOLDINGS CO Industrials 11,863.0 $857K 0.07% NEW $72.20 +342.9%
Page 11 of 27  ·  533 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 37.2%
Financial Services 13.6%
Healthcare 9.6%
Communication Services 9.3%
Consumer Cyclical 9.0%
Industrials 7.0%
Consumer Defensive 5.7%
Energy 4.2%
Utilities 2.0%
Basic Materials 1.6%