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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $429M AUM 831 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 831 New
Page 34 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SPG SIMON PPTY GROUP INC NEW Real Estate 8.0 $1K NEW $185.12 +8.3%
662 PVH PVH CORPORATION Consumer Cyclical 22.0 $1K NEW $67.00 +19.9%
663 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8.0 $1K NEW $184.00 +5.3%
664 CHTR CHARTER COMMUNICATIONS INC N Communication Services 7.0 $1K NEW $208.71 -31.7%
665 LIT GLOBAL X FDS 22.0 $1K NEW $64.86 +26.1%
666 LNC LINCOLN NATL CORP IND Financial Services 32.0 $1K NEW $44.53 -22.1%
667 ALLY ALLY FINL INC Financial Services 31.0 $1K NEW $45.29 -9.8%
668 WCN WASTE CONNECTIONS INC Industrials 8.0 $1K NEW $175.38 -9.4%
669 SABA SABA CAPITAL INCOME & OPPORT Financial Services 168.0 $1K NEW $8.25 -0.2%
670 ANGL VANECK ETF TRUST 47.0 $1K NEW $29.47 -2.4%
671 CRH PLC 11.0 $1K NEW $124.82
672 CHDN CHURCHILL DOWNS INC Consumer Cyclical 12.0 $1K NEW $113.75 -23.8%
673 ARKG ARK ETF TR 47.0 $1K NEW $28.98 -3.0%
674 YUM YUM BRANDS INC Consumer Cyclical 9.0 $1K NEW $151.33 +0.6%
675 LNG CHENIERE ENERGY INC Energy 7.0 $1K NEW $194.43 +27.4%
676 LYG LLOYDS BANKING GROUP PLC Financial Services 253.0 $1K NEW $5.30 -2.5%
677 KHC KRAFT HEINZ CO Consumer Defensive 55.0 $1K NEW $24.25 -3.7%
678 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 8.0 $1K NEW $166.00 +7.2%
679 ARW ARROW ELECTRS INC Technology 12.0 $1K NEW $110.17 +87.2%
680 WMB WILLIAMS COS INC Energy 22.0 $1K NEW $60.09 +29.3%
Page 34 of 42  ·  831 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 26.7%
Financial Services 22.3%
Consumer Cyclical 9.9%
Communication Services 7.7%
Utilities 7.4%
Healthcare 7.3%
Industrials 6.7%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 1.8%