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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 9 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LEN LENNAR CORP Consumer Cyclical 4,282.0 $388K 0.11% -1K -25.1% $90.50 -4.4%
162 EVEREST GROUP LTD 1,072.0 $383K 0.10% -895.0 -45.5% $357.24
163 IP INTERNATIONAL PAPER CO Consumer Cyclical 10,009.0 $381K 0.10% -9K -46.9% $38.10 +5.7%
164 SPY STATE STR SPDR S&P 500 ETF T Financial Services 504.0 $376K 0.10% $746.87 +3.5%
165 LTPZ PIMCO ETF TR 7,400.0 $375K 0.10% +6K +299.6% $50.65 -6.9%
166 THRO BLACKROCK ETF TRUST 8,644.0 $373K 0.10% +1K +19.5% $43.11 +2.8%
167 CMS CMS ENERGY CORP Utilities 4,849.0 $371K 0.10% -5K -51.0% $76.50 -6.7%
168 NEM NEWMONT CORP Basic Materials 3,941.0 $368K 0.10% -722.0 -15.5% $93.41 +28.8%
169 HONEYWELL INTL INC 1,633.0 $366K 0.10% NEW $223.90
170 CMCSA COMCAST CORP NEW Communication Services 14,772.0 $363K 0.10% -4K -20.9% $24.55 +4.2%
171 HONEYWELL AEROSPACE INC 1,633.0 $361K 0.10% NEW $221.08
172 XLE SELECT SECTOR SPDR TR 6,790.0 $361K 0.10% -532.0 -7.3% $53.11 +17.8%
173 TMO THERMO FISHER SCIENTIFIC INC Healthcare 715.0 $359K 0.10% -494.0 -40.9% $501.63 +16.7%
174 EIX EDISON INTL Utilities 4,811.0 $358K 0.10% -5K -51.8% $74.45 -4.2%
175 XLV SELECT SECTOR SPDR TR 2,253.0 $357K 0.10% -108.0 -4.6% $158.66 +5.3%
176 BUNGE GLOBAL SA 3,339.0 $356K 0.10% -4K -55.0% $106.72
177 EXC EXELON CORP Utilities 7,543.0 $352K 0.10% -8K -50.3% $46.62 -2.2%
178 NOW SERVICENOW INC Technology 3,526.0 $350K 0.10% -2K -36.7% $99.28 +18.6%
179 FE FIRSTENERGY CORP Utilities 7,351.0 $349K 0.10% -8K -51.3% $47.54 -0.2%
180 OKE ONEOK INC NEW Energy 3,945.0 $343K 0.09% -4K -49.2% $86.94 +9.6%
Page 9 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%