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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $364M AUM 849 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 82 Added 281 Reduced 25 Exited
Page 5 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 3,210.0 $470K 0.13% -2K -34.3% $146.53 +0.1%
82 RF REGIONS FINANCIAL CORP NEW Financial Services 15,324.0 $463K 0.13% -20K -56.3% $30.20 +5.0%
83 TFC TRUIST FINL CORP Financial Services 9,216.0 $459K 0.13% -10K -51.8% $49.82 +5.4%
84 LLY ELI LILLY & CO Healthcare 382.0 $458K 0.13% -383.0 -50.1% $1197.92 -1.1%
85 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,567.0 $453K 0.12% -31K -54.7% $17.73 +1.2%
86 PAYX PAYCHEX INC Industrials 4,473.0 $440K 0.12% -4K -43.9% $98.33 +20.6%
87 UNP UNION PAC CORP Industrials 1,611.0 $438K 0.12% -279.0 -14.8% $271.92 +10.3%
88 GGG GRACO INC Industrials 5,742.0 $434K 0.12% -2K -22.8% $75.61 +7.9%
89 BAC BANK OF AMER CORP Financial Services 7,601.0 $433K 0.12% -3K -30.4% $56.98 +12.1%
90 CVS CVS HEALTH CORP Healthcare 4,145.0 $429K 0.12% -6K -58.6% $103.45 -9.1%
91 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,829.0 $426K 0.12% -1K -43.8% $233.04 +3.2%
92 OMC OMNICOM GROUP INC Communication Services 5,791.0 $422K 0.12% -7K -53.1% $72.84 +17.3%
93 AEP AMERICAN ELEC PWR CO INC Utilities 3,072.0 $420K 0.12% -3K -52.4% $136.81 -7.5%
94 ANET ARISTA NETWORKS INC Technology 2,468.0 $419K 0.12% -2K -41.0% $169.88 +18.8%
95 MO ALTRIA GROUP INC Consumer Defensive 5,726.0 $412K 0.11% -6K -53.0% $71.95 -11.1%
96 AXP AMERICAN EXPRESS CO Financial Services 1,200.0 $406K 0.11% -8.0 -0.7% $338.25 -0.6%
97 CRM SALESFORCE INC Technology 2,578.0 $404K 0.11% -2K -36.9% $156.67 +21.9%
98 INTC INTEL CORP Technology 2,873.0 $401K 0.11% -579.0 -16.8% $139.65 -25.9%
99 T AT&T INC Communication Services 19,237.0 $398K 0.11% -16K -45.6% $20.70 +19.3%
100 DIS DISNEY WALT CO Communication Services 4,119.0 $396K 0.11% -2K -37.8% $96.25 +7.5%
Page 5 of 15  ·  281 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 32.0%
Financial Services 28.3%
Consumer Cyclical 9.5%
Healthcare 6.3%
Communication Services 6.2%
Utilities 5.1%
Consumer Defensive 4.8%
Industrials 4.5%
Energy 1.9%
Basic Materials 1.1%