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Portfolio (Quarterly) Guide ↗

Elevate Capital Advisors, LLC

· CIK 0001909571
13F Portfolio $182M AUM 77 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 29 New 18 Added 29 Reduced 30 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TRV TRAVELERS COMPANIES INC Financial Services 15,351.0 $5.1M 2.79% -3K -16.2% $330.12 +12.1%
2 AMZN AMAZON COM INC Consumer Cyclical 14,174.0 $3.4M 1.86% -8K -35.4% $238.34 +11.8%
3 GOOGL ALPHABET INC Communication Services 8,057.0 $2.9M 1.58% -5K -36.5% $357.39 -3.0%
4 ASML ASML HLDG NV Technology 1,432.0 $2.8M 1.57% -990.0 -40.9% $1989.44 -14.7%
5 LLY ELI LILLY & CO Healthcare 2,151.0 $2.6M 1.42% -281.0 -11.6% $1199.30 -2.2%
6 HSY HERSHEY CO Consumer Defensive 14,435.0 $2.5M 1.39% -8K -36.0% $175.46 +2.0%
7 AAPL APPLE INC Technology 8,599.0 $2.5M 1.37% -7K -45.4% $289.36 +10.5%
8 V VISA INC Financial Services 7,248.0 $2.5M 1.37% -4K -34.3% $343.11 +11.2%
9 BERKSHIRE HATHAWAY INC DEL 4,824.0 $2.4M 1.33% -983.0 -16.9% $500.39
10 META META PLATFORMS INC Communication Services 4,073.0 $2.3M 1.26% -2K -37.2% $563.30 +2.6%
11 MSFT MICROSOFT CORP Technology 6,016.0 $2.2M 1.23% -3K -29.4% $373.00 +37.7%
12 ANET ARISTA NETWORKS INC Technology 10,140.0 $1.7M 0.95% -3K -21.4% $169.88 +15.0%
13 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,797.0 $1.6M 0.89% -8K -30.9% $96.12 -51.2%
14 MCD MCDONALDS CORP Consumer Cyclical 5,807.0 $1.6M 0.86% -3K -32.2% $270.29 -2.0%
15 KO COCA COLA CO Consumer Defensive 17,902.0 $1.5M 0.80% -21K -53.6% $81.27 +10.3%
16 MRK MERCK & CO INC Healthcare 9,287.0 $1.2M 0.66% -2K -20.2% $128.50 +15.4%
17 ABBV ABBVIE INC Healthcare 4,193.0 $1.1M 0.58% -4K -51.0% $251.63 +1.5%
18 UBER UBER TECHNOLOGIES INC Technology 14,581.0 $1.1M 0.58% -7K -31.6% $72.16 +9.2%
19 ROIV ROIVANT SCIENCES LTD Healthcare 24,995.0 $885K 0.49% -53K -67.8% $35.39 -1.9%
20 PM PHILIP MORRIS INTL INC Consumer Defensive 4,471.0 $809K 0.45% -5K -54.2% $180.89 +6.1%
Page 1 of 2  ·  29 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
Financial Services 48.4%
Technology 19.8%
Consumer Defensive 5.9%
Consumer Cyclical 5.7%
Healthcare 5.4%
Basic Materials 5.4%
Communication Services 5.2%
Energy 3.3%
Industrials 0.9%