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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 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CW CURTISS WRIGHT CORP Industrials 8,225.0 $6.2M 1.52% $757.80 -18.3%
22 MU MICRON TECHNOLOGY INC Technology 4,369.0 $5.0M 1.23% NEW $1154.30 -18.7%
23 AVGO BROADCOM INC Technology 12,888.0 $4.9M 1.18% +4K +44.7% $377.73 -5.9%
24 ICLO INVESCO ACTIVELY MANAGED EXC 188,250.0 $4.8M 1.17% +31K +19.9% $25.58 +0.0%
25 VTV VANGUARD INDEX FDS 20,637.0 $4.5M 1.09% -8K -27.6% $217.93 +4.1%
26 VUG VANGUARD INDEX FDS 51,255.0 $4.4M 1.07% +44K +631.4% $86.14 +1.5%
27 NEBIUS GROUP N.V. 15,610.0 $4.3M 1.05% +12K +308.9% $276.17
28 NET CLOUDFLARE INC Technology 17,385.0 $4.3M 1.04% NEW $245.28 +16.1%
29 DDOG DATADOG INC Technology 14,871.0 $3.9M 0.94% NEW $260.36 -12.6%
30 GOOGL ALPHABET INC Communication Services 10,575.0 $3.8M 0.92% +2K +19.0% $357.39 -4.3%
31 IRM IRON MTN INC DEL Real Estate 29,662.0 $3.7M 0.91% NEW $126.31 -3.9%
32 AGG ISHARES TR 36,508.0 $3.6M 0.88% -32K -46.5% $98.98 -1.1%
33 META META PLATFORMS INC Communication Services 6,118.0 $3.4M 0.84% +2K +42.0% $563.27 +2.3%
34 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,500.0 $3.1M 0.76% +4K +134.8% $477.57 -12.5%
35 IONQ IONQ INC Technology 52,970.0 $2.8M 0.69% NEW $53.26 -24.8%
36 AMAT APPLIED MATLS INC Technology 3,899.0 $2.8M 0.69% -122.0 -3.0% $723.02 -33.6%
37 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,504.0 $2.8M 0.68% NEW $370.57 -3.2%
38 HIMS HIMS & HERS HEALTH INC Healthcare 79,161.0 $2.7M 0.67% NEW $34.67 -14.0%
39 SOFI SOFI TECHNOLOGIES INC Financial Services 147,212.0 $2.6M 0.64% NEW $17.93 +5.1%
40 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,272.0 $2.5M 0.62% -216.0 -2.9% $350.07 -8.1%
Page 2 of 13  ·  243 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%