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Portfolio (Quarterly) Guide ↗

ELEVATUS WELATH MANAGEMENT

· CIK 0001982776
13F Portfolio $411M AUM 243 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 91 Added 17 Reduced 12 Exited
Page 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPACE EXPLORATION TECHN CORP 6,184.0 $1.1M 0.26% NEW $170.86
22 MAS MASCO CORP Industrials 12,921.0 $1.1M 0.26% NEW $81.37 -9.6%
23 ALAB ASTERA LABS INC Technology 2,039.0 $985K 0.24% NEW $483.02 -39.9%
24 TLN TALEN ENERGY CORP Utilities 2,552.0 $981K 0.24% NEW $384.26 -20.3%
25 CROX CROCS INC Consumer Cyclical 6,902.0 $833K 0.20% NEW $120.64 +2.5%
26 DVA DAVITA INC Healthcare 3,727.0 $829K 0.20% NEW $222.48 -19.1%
27 HEICO CORP NEW 2,636.0 $680K 0.17% NEW $257.92
28 SE SEA LTD Consumer Cyclical 6,873.0 $659K 0.16% NEW $95.83 +24.3%
29 MTN VAIL RESORTS INC Consumer Cyclical 4,486.0 $611K 0.15% NEW $136.14 +9.2%
30 CALM CAL MAINE FOODS INC Consumer Defensive 7,232.0 $583K 0.14% NEW $80.57 +3.1%
31 GFL GFL ENVIRONMENTAL INC Industrials 15,665.0 $576K 0.14% NEW $36.79 +12.3%
32 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 11,827.0 $565K 0.14% NEW $47.81 -9.1%
33 NTRA NATERA INC Healthcare 2,019.0 $548K 0.13% NEW $271.45 +24.7%
34 CB CHUBB LIMITED Financial Services 1,597.0 $544K 0.13% NEW $340.74 +0.9%
35 POOL POOL CORP Industrials 2,474.0 $532K 0.13% NEW $214.87 -12.3%
36 LEG LEGGETT & PLATT INC Consumer Cyclical 43,459.0 $509K 0.12% NEW $11.71 -21.4%
37 A AGILENT TECHNOLOGIES INC Healthcare 3,795.0 $504K 0.12% NEW $132.83 +16.8%
38 EXEL EXELIXIS INC Healthcare 9,068.0 $493K 0.12% NEW $54.41 +3.1%
39 KMX CARMAX INC Consumer Cyclical 9,116.0 $482K 0.12% NEW $52.89 +20.7%
40 ETSY INC 6,366.0 $480K 0.12% NEW $75.33
Page 2 of 6  ·  114 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 47.0%
Industrials 10.8%
Financial Services 9.8%
Consumer Cyclical 9.6%
Healthcare 6.4%
Communication Services 4.7%
Real Estate 3.6%
Energy 3.2%
Consumer Defensive 2.8%
Utilities 1.4%