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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 4 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CARR CARRIER GLOBAL CORPORATION Industrials 22,218.0 $1.6M 0.40% NEW $73.35 -19.9%
62 PAYX PAYCHEX INC Industrials 16,402.0 $1.6M 0.39% +276.0 +1.7% $98.33 +27.0%
63 VYM VANGUARD WHITEHALL FDS 10,010.0 $1.6M 0.39% +3K +45.5% $158.02 +4.4%
64 TXN TEXAS INSTRS INC Technology 4,717.0 $1.4M 0.34% +2K +81.8% $298.00 -12.2%
65 BBAI BIGBEAR AI HLDGS INC Technology 372,815.0 $1.4M 0.33% NEW $3.67 -16.9%
66 WELL WELLTOWER INC Real Estate 5,967.0 $1.4M 0.33% NEW $226.97 +6.5%
67 APA APA CORPORATION Energy 41,415.0 $1.3M 0.33% -1K -3.2% $32.57 +26.5%
68 JBHT HUNT J B TRANS SVCS INC Industrials 4,631.0 $1.3M 0.33% +3K +188.4% $289.42 -8.9%
69 APP APPLOVIN CORP Technology 2,519.0 $1.3M 0.32% +1K +139.9% $515.23 -40.2%
70 PSX PHILLIPS 66 Energy 7,621.0 $1.3M 0.31% +5K +212.8% $169.06 +43.3%
71 VIG VANGUARD SPECIALIZED FUNDS 5,028.0 $1.2M 0.29% +2K +73.3% $236.61 +3.2%
72 VB VANGUARD INDEX FDS 3,915.0 $1.2M 0.29% +793.0 +25.4% $303.13 +0.3%
73 DE DEERE & CO Industrials 1,868.0 $1.2M 0.29% +930.0 +99.2% $634.48 +0.0%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,352.0 $1.2M 0.29% +1K +135.0% $501.31 +26.4%
75 IWF ISHARES TR 9,028.0 $1.1M 0.27% +7K +300.4% $124.17 -1.9%
76 LLY ELI LILLY & CO Healthcare 917.0 $1.1M 0.27% +454.0 +98.1% $1199.27 -0.8%
77 SPACE EXPLORATION TECHN CORP 6,184.0 $1.1M 0.26% NEW $170.86
78 MAS MASCO CORP Industrials 12,921.0 $1.1M 0.26% NEW $81.37 -9.6%
79 MRK MERCK & CO INC Healthcare 8,152.0 $1.0M 0.26% +4K +108.7% $128.50 +19.2%
80 PEP PEPSICO INC Consumer Defensive 7,715.0 $1.0M 0.25% +3K +76.8% $135.40 +5.0%
Page 4 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%