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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 39 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SNY SANOFI SA Healthcare 19.0 $811.0 $42.68 +5.4%
762 GEN GEN DIGITAL INC Technology 32.0 $796.0 $24.88 +11.9%
763 HIG HARTFORD INSURANCE GROUP INC Financial Services 6.0 $795.0 $132.50 +4.7%
764 PTC PTC INC Technology 7.0 $795.0 $113.57 +31.0%
765 EFX EQUIFAX INC Industrials 5.0 $794.0 $158.80 +14.3%
766 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8.0 $782.0 $97.75 +30.7%
767 BCS BARCLAYS PLC Financial Services 29.0 $779.0 $26.86 +1.7%
768 FAST FASTENAL CO Industrials 16.0 $768.0 $48.00 +7.1%
769 PDD PDD HOLDINGS INC Consumer Cyclical 10.0 $763.0 $76.30 +13.2%
770 FIRST HAWAIIAN INC 26.0 $762.0 $29.31
771 IBB ISHARES TR 4.0 $761.0 $190.25 +7.0%
772 FBT FIRST TR EXCHANGE-TRADED FD 3.0 $744.0 $248.00 +5.1%
773 HUBS HUBSPOT INC Technology 4.0 $730.0 $182.50 +24.9%
774 HLN HALEON PLC Healthcare 78.0 $728.0 $9.33 +4.2%
775 TOPT ISHARES TR 22.0 $724.0 $32.91 +1.8%
776 BK BANK OF NY MELLON CORP Financial Services 5.0 $723.0 $144.60 -1.9%
777 ST SENSATA TECHNOLOGIES HLDG PL Technology 15.0 $716.0 $47.73 -9.2%
778 GL GLOBE LIFE INC Financial Services 4.0 $715.0 $178.75 +0.3%
779 VEEV VEEVA SYS INC Healthcare 4.0 $710.0 $177.50 +38.3%
780 LMBS FIRST TR EXCHANGE-TRADED FD 14.0 $697.0 $49.79 -0.2%
Page 39 of 43  ·  849 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%