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Portfolio (Quarterly) Guide ↗

ELEVATION POINT WEALTH PARTNERS, LLC

· CIK 0001744349
13F Portfolio $1.3B AUM 554 positions Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q2 2025 Q1 2025 · All 986 New 240 Added 231 Reduced 26 Exited
Page 42 of 75  ·  1,493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CONFLUENT INC 1,971.0 $49K 0.00% NEW $24.93
822 ELF E L F BEAUTY INC Consumer Defensive 394.0 $49K 0.00% NEW $124.44 -19.6%
823 AVIDITY BIOSCIENCES INC 1,726.0 $49K 0.00% NEW $28.40
824 CVNA CARVANA CO Consumer Cyclical 144.0 $49K 0.00% NEW $336.96 -78.2%
825 NMIH NMI HLDGS INC Financial Services 1,150.0 $49K 0.00% NEW $42.19 +5.3%
826 TMDX TRANSMEDICS GROUP INC Healthcare 360.0 $48K 0.00% NEW $134.01 -35.5%
827 FITB FIFTH THIRD BANCORP Financial Services 1,171.0 $48K 0.00% NEW $41.13 +31.8%
828 VEA VANGUARD TAX-MANAGED FDS 837.0 $48K 0.00% NEW $57.01 +27.7%
829 LW LAMB WESTON HLDGS INC Consumer Defensive 912.0 $47K 0.00% NEW $51.85 -7.2%
830 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,100.0 $47K 0.00% NEW $42.97 +15.1%
831 CNK CINEMARK HLDGS INC Communication Services 1,564.0 $47K 0.00% NEW $30.18 +17.1%
832 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 815.0 $47K 0.00% NEW $57.86 +11.5%
833 IESC IES HLDGS INC Industrials 157.0 $47K 0.00% NEW $296.23 +9.6%
834 SRE SEMPRA Utilities 613.0 $46K 0.00% NEW $75.77 +12.2%
835 ENOV ENOVIS CORPORATION Industrials 1,476.0 $46K 0.00% NEW $31.36 -39.3%
836 EFX EQUIFAX INC Industrials 177.0 $46K 0.00% NEW $259.37 -35.2%
837 FEDERATED HERMES INC 1,034.0 $46K 0.00% NEW $44.32
838 ALEXANDER & BALDWIN INC NEW 2,568.0 $46K 0.00% NEW $17.83
839 AMEDISYS INC 465.0 $46K 0.00% NEW $98.39
840 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 572.0 $46K 0.00% NEW $79.85 -39.0%
Page 42 of 75  ·  1,493 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 37.4%
Financial Services 14.7%
Consumer Cyclical 10.0%
Communication Services 8.4%
Industrials 8.1%
Healthcare 7.3%
Consumer Defensive 5.3%
Energy 3.5%
Utilities 2.3%
Basic Materials 2.0%