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Portfolio (Quarterly) Guide ↗

ELEVATION WEALTH PARTNERS, LLC

· CIK 0001976256
13F Portfolio $334M AUM 1,305 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 294 New 613 Added 146 Reduced 64 Exited
Page 47 of 66  ·  1,305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 RYANAIR HOLDINGS PLC 111.0 $7K 0.00% NEW $64.76
922 BWA BORGWARNER INC Consumer Cyclical 108.0 $7K 0.00% +87.0 +414.3% $66.41 -4.3%
923 S SENTINELONE INC Technology 422.0 $7K 0.00% NEW $16.97 +21.6%
924 ODFL OLD DOMINION FREIGHT LINE IN Industrials 33.0 $7K 0.00% $216.61 -13.7%
925 KDP KEURIG DR PEPPER INC Consumer Defensive 218.0 $7K 0.00% -530.0 -70.9% $32.73 -2.6%
926 MTG MGIC INVT CORP WIS Financial Services 252.0 $7K 0.00% -677.0 -72.9% $28.20 +8.8%
927 IRT INDEPENDENCE RLTY TR INC Real Estate 425.0 $7K 0.00% NEW $16.69 -2.5%
928 ACGL ARCH CAP GROUP LTD Financial Services 73.0 $7K 0.00% +30.0 +69.8% $97.07 +1.6%
929 XLP SELECT SECTOR SPDR TR 85.0 $7K 0.00% $83.07 +2.6%
930 WSC WILLSCOT HLDGS CORP Industrials 244.0 $7K 0.00% +208.0 +577.8% $28.86 -31.7%
931 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 82.0 $7K 0.00% +10.0 +13.9% $85.76 +0.4%
932 LEA LEAR CORP Consumer Cyclical 52.0 $7K 0.00% +44.0 +550.0% $134.08 -6.6%
933 LSCC LATTICE SEMICONDUCTOR CORP Technology 45.0 $7K 0.00% NEW $152.98 -27.0%
934 STLD STEEL DYNAMICS INC Basic Materials 30.0 $7K 0.00% +18.0 +150.0% $229.47 +2.0%
935 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 608.0 $7K 0.00% NEW $11.15 -9.8%
936 ENTERGY CORP NEW 59.0 $7K 0.00% $114.86
937 PHG KONINKLIJKE PHILIPS N V Healthcare 248.0 $7K 0.00% NEW $27.19 -2.2%
938 DVN DEVON ENERGY CORP NEW Energy 163.0 $7K 0.00% +65.0 +66.3% $41.33 +18.7%
939 BR BROADRIDGE FINL SOLUTIONS IN Technology 49.0 $7K 0.00% -67.0 -57.8% $136.96 +31.7%
940 CVE CENOVUS ENERGY INC Energy 270.0 $7K 0.00% NEW $24.81 +33.5%
Page 47 of 66  ·  1,305 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 32.9%
Financial Services 17.5%
Communication Services 10.9%
Healthcare 9.8%
Consumer Cyclical 8.6%
Industrials 8.0%
Real Estate 4.9%
Consumer Defensive 3.6%
Utilities 1.5%
Energy 1.4%