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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 41 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AJG GALLAGHER ARTHUR J & CO Financial Services 2.0 $459.0 $229.50 +9.7%
802 BHF BRIGHTHOUSE FINL INC Financial Services 7.0 $443.0 $63.29 -14.2%
803 CME CME GROUP INC Financial Services 2.0 $442.0 $221.00 +23.4%
804 ANGL VANECK ETF TRUST 15.0 $439.0 $29.27 -1.0%
805 CANADIAN PACIFIC KANSAS CITY 5.0 $433.0 $86.60
806 VSNT VERSANT MEDIA GROUP INC Industrials 12.0 $432.0 -1.0 -7.7% $36.00 +10.1%
807 GDDY GODADDY INC Technology 5.0 $424.0 $84.80 +15.1%
808 STZ CONSTELLATION BRANDS INC Consumer Defensive 3.0 $417.0 $139.00 -5.8%
809 UNIT UNITI GROUP LLC Real Estate 36.0 $413.0 $11.47 -14.1%
810 ADSK AUTODESK INC Technology 2.0 $389.0 -11.0 -84.6% $194.50 +28.9%
811 IT GARTNER INC Technology 3.0 $389.0 $129.67 +44.9%
812 IQVIA HLDGS INC 2.0 $386.0 $193.00
813 NMR NOMURA HLDGS INC Financial Services 43.0 $378.0 $8.79 +9.7%
814 WAT WATERS CORP Healthcare 1.0 $375.0 $375.00 +7.6%
815 VIS VANGUARD WORLD FD 1.0 $362.0 $362.00 -2.4%
816 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4.0 $344.0 $86.00 +15.8%
817 BIDU BAIDU INC Communication Services 3.0 $343.0 $114.33 -20.5%
818 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $338.0 $338.00 +18.3%
819 MRSH MARSH & MCLENNAN COS INC Financial Services 2.0 $333.0 $166.50 +12.4%
820 AON AON PLC Financial Services 1.0 $332.0 $332.00 +4.6%
Page 41 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%