Elevated Capital Advisors, LLC
Filing Date
Global Rank
#4,772
/ 8,623
▼ 115
· as of Mar 2026
Top Industry
Asset Management
9.0%
3Y Alpha vs SPY
-1.4%
Period ended 4 months ago
Filed Apr 30, 2026 · 3mo
21 quarters · since Jun 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+64.4%
SPY
+65.3%
Annualised alpha
-0.2%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
508 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.5%
−0.4 pts
Top 5
22.3%
+0.8 pts
Top 10
31.6%
+1.1 pts
HHI
175
Diversified−3
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.0% | $45,083,901 |
| Financial Services | 22.6% | $35,057,057 |
| Consumer Cyclical | 10.0% | $15,608,009 |
| Utilities | 7.1% | $11,025,738 |
| Healthcare | 6.7% | $10,370,695 |
| Consumer Defensive | 6.1% | $9,523,598 |
| Communication Services | 5.7% | $8,853,800 |
| Industrials | 4.4% | $6,827,195 |
| Energy | 4.1% | $6,445,800 |
| Unclassified | 2.3% | $3,553,647 |
| Basic Materials | 1.5% | $2,348,336 |
| Real Estate | 0.5% | $743,921 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DSU | Blackrock Debt Strategies Fund, Inc. | +48,214 | 455,494 | $4,368,187 | |
| PCN | Pimco Corporate & Income Strategy Fund | +37,135 | 399,746 | $4,756,977 | |
| RF | Regions Financial Corp | +32,830 | 35,044 | $915,349 | |
| PFE | Pfizer Inc | +20,858 | 45,251 | $1,270,648 | |
| CMCSA | Comcast Corp | +18,054 | 18,681 | $536,331 | |
| ADM | Archer-Daniels-Midland Co | +15,767 | 15,775 | $1,146,684 | |
| F | Ford Motor Co | +15,477 | 87,441 | $1,009,069 | |
| TROW | Price T Rowe Group Inc | +13,161 | 19,938 | $1,797,211 | |
| CVS | CVS HEALTH Corp | +9,845 | 10,008 | $718,774 | |
| BBY | Best Buy Co Inc | +8,940 | 9,169 | $588,649 | |
| NVDA | Nvidia Corp | +8,644 | 36,272 | $6,325,836 | |
| WU | Western Union CO | +8,295 | 59,924 | $523,136 | |
| WFC | Wells Fargo & Company/Mn | +7,937 | 10,279 | $818,311 | |
| LEN | Lennar Corp /New/ | +5,708 | 5,717 | $496,464 | |
| GPC | Genuine Parts Co | +5,367 | 6,141 | $649,410 | |
| NEE | Nextera Energy Inc | +5,083 | 5,570 | $517,341 | |
| WMT | Walmart Inc. | +5,044 | 6,815 | $846,968 | |
| ORCL | Oracle Corp | +4,570 | 4,884 | $718,485 | |
| HBAN | Huntington Bancshares Inc /Md/ | +4,321 | 56,444 | $883,348 | |
| BMY | Bristol Myers Squibb Co | +4,185 | 7,592 | $460,454 | |
| C | Citigroup Inc | +3,948 | 4,015 | $455,341 | |
| AVGO | Broadcom Inc. | +3,294 | 7,499 | $2,321,015 | |
| PLTR | Palantir Technologies Inc. | +3,070 | 3,277 | $479,359 | |
| ACN | Accenture plc | +2,972 | 5,937 | $1,177,247 | |
| INTU | Intuit Inc. | +2,789 | 3,692 | $1,596,346 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NWL | Newell Brands Inc. | −109,462 | 4,857 | $16,659 | |
| FLG | Flagstar Bank, National Association | −49,557 | 3,842 | $50,599 | |
| BEN | Franklin Resources Inc | −30,825 | 4,612 | $108,935 | |
| IVZ | Invesco Ltd. | −29,847 | 2,513 | $61,040 | |
| NI | Nisource Inc. | −21,355 | 5,652 | $263,722 | |
| TPH | Tri Pointe Homes, Inc. | −15,936 | 1,217 | $56,870 | |
| MRK | Merck & Co., Inc. | −13,424 | 2,440 | $293,507 | |
| SON | Sonoco Products Co | −13,359 | 844 | $45,651 | |
| INTC | Intel Corp | −12,793 | 3,452 | $152,336 | |
| VZ | Verizon Communications Inc | −12,626 | 24,253 | $1,217,500 | |
| LNT | Alliant Energy Corp | −11,472 | 821 | $58,914 | |
| ETR | Entergy Corp /De/ | −10,400 | 2,856 | $320,900 | |
| KMB | Kimberly Clark Corp | −9,739 | 1,384 | $133,514 | |
| UGI | Ugi Corp /Pa/ | −9,446 | 660 | $24,037 | |
| LYB | LyondellBasell Industries N.V. | −8,779 | 13,454 | $1,083,854 | |
| CVX | Chevron Corp | −8,535 | 4,304 | $890,497 | |
| IP | International Paper Co /New/ | −8,355 | 18,859 | $673,266 | |
| FNF | Fidelity National Financial, Inc. | −8,263 | 6,728 | $312,044 | |
| NRG | Nrg Energy, Inc. | −7,263 | 720 | $105,220 | |
| EMR | Emerson Electric Co | −6,850 | 2,823 | $369,869 | |
| NEM | NEWMONT Corp /DE/ | −6,721 | 4,663 | $504,769 | |
| PEP | Pepsico Inc | −6,350 | 6,172 | $958,449 | |
| BAC | Bank Of America Corp /De/ | −5,635 | 10,916 | $532,155 | |
| PG | PROCTER & GAMBLE Co | −4,924 | 8,341 | $1,204,774 | |
| OMC | Omnicom Group Inc. | −4,735 | 12,353 | $930,304 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BG | Bunge Global SA | 7,420 | $943,824 | |
| ES | Eversource Energy | 10,292 | $713,029 | |
| PNW | Pinnacle West Capital Corp | 6,192 | $623,844 | |
| ANET | Arista Networks, Inc. | 4,185 | $513,834 | |
| SWKS | Skyworks Solutions, Inc. | 8,828 | $472,739 | |
| CAG | Conagra Brands Inc. | 29,978 | $471,254 | |
| COLM | Columbia Sportswear Co | 3,426 | $187,779 | |
| NVT | nVent Electric plc | 1,022 | $120,882 | |
| MANH | Manhattan Associates Inc | 662 | $88,125 | |
| CHRD | Chord Energy Corp | 602 | $85,592 | |
| ENTG | Entegris Inc | 379 | $44,433 | |
| XRP | Bitwise XRP ETF | 2,897 | $43,541 | |
| P | Everpure, Inc. | 671 | $39,615 | |
| EXTR | Extreme Networks Inc | 1,231 | $18,563 | |
| AMCR | Amcor plc | 408 | $16,218 | |
| CDE | Coeur Mining, Inc. | 704 | $13,214 | |
| AZN | Astrazeneca PLC | 39 | $7,691 | |
| PEO | Adams Natural Resources Fund, Inc. | 140 | $3,892 | |
| VGM | Invesco Trust for Investment Grade Municipals | 375 | $3,701 | |
| DNP | Dnp Select Income Fund Inc | 307 | $3,162 | |
| VSNT | Versant Media Group, Inc. | 13 | $481 | |
| DSM | Bny Mellon Strategic Municipal Bond Fund, Inc. | 79 | $474 | |
| WAT | Waters Corp /De/ | 1 | $297 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NTR | Nutrien Ltd. | 3,398 | $209,724 | |
| NGD | New Gold Inc. /FI | 2,724 | $23,726 | |
| BPRE | Bluerock Private Real Estate Fund | 435 | $6,525 | |
| NUE | Nucor Corp | 16 | $2,609 | |
| CNC | Centene Corp | 46 | $1,892 | |
| WPP | WPP plc | 30 | $673 | |
| FISV | Fiserv Inc | 10 | $671 | |
| MTN | Vail Resorts Inc | 5 | $664 | |
| AKAM | Akamai Technologies Inc | 6 | $523 | |
| WHR | Whirlpool Corp /De/ | 7 | $504 | |
| TYL | Tyler Technologies Inc | 1 | $453 | |
| NICE | NICE Ltd. | 4 | $452 | |
| WMG | Warner Music Group Corp. | 14 | $429 | |
| ERIC | Ericsson Lm Telephone Co | 39 | $376 | |
| SRE | Sempra | 4 | $353 | |
| OLED | Universal Display Corp \Pa\ | 3 | $350 | |
| TRU | TransUnion | 4 | $343 | |
| KDP | Keurig Dr Pepper Inc. | 11 | $308 | |
| PPG | Ppg Industries Inc | 3 | $307 | |
| ESS | Essex Property Trust, Inc. | 1 | $261 | |
| RMD | Resmed Inc | 1 | $240 | |
| WDAY | Workday, Inc. | 1 | $214 | |
| TGT | Target Corp | 2 | $195 | |
| JKHY | Jack Henry & Associates Inc | 1 | $182 | |
| IEX | Idex Corp /De/ | 1 | $177 | |
| No positions match the current search. | ||||
508 tracked positions ·
$155,441,697 total
· filing declares
843 positions · $397,340,097
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 508 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 45,998 | $11,673,832 | 7.51% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,395 | $7,549,617 | 4.86% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 36,272 | $6,325,836 | 4.07% | |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
Added | 399,746 | $4,756,977 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,118 | $4,398,245 | 2.83% | |
| DSU |
Blackrock Debt Strategies Fund, Inc.
Financial Services
|
Added | 455,494 | $4,368,187 | 2.81% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 16,249 | $2,756,805 | 1.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,400 | $2,539,592 | 1.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,352 | $2,401,701 | 1.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,499 | $2,321,015 | 1.49% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,051 | $2,131,094 | 1.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 6,401 | $1,989,366 | 1.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,170 | $1,813,652 | 1.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,860 | $1,806,705 | 1.16% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 19,938 | $1,797,211 | 1.16% | |
| FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
Financial Services
|
Reduced | 114,130 | $1,767,873 | 1.14% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 5,058 | $1,728,773 | 1.11% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,434 | $1,715,832 | 1.10% | |
| INTU |
Intuit Inc.
Technology
|
Added | 3,692 | $1,596,346 | 1.03% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 9,575 | $1,583,130 | 1.02% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 7,528 | $1,531,421 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,087 | $1,487,906 | 0.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,934 | $1,405,972 | 0.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,335 | $1,377,799 | 0.89% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,554 | $1,346,234 | 0.87% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 5,322 | $1,314,959 | 0.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,441 | $1,306,364 | 0.84% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 3,251 | $1,273,611 | 0.82% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 45,251 | $1,270,648 | 0.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 24,253 | $1,217,500 | 0.78% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,341 | $1,204,774 | 0.78% | |
| ACN |
Accenture plc
Technology
|
Added | 5,937 | $1,177,247 | 0.76% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 15,775 | $1,146,684 | 0.74% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,369 | $1,108,030 | 0.71% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 17,696 | $1,093,966 | 0.70% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Reduced | 13,454 | $1,083,854 | 0.70% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Added | 17,752 | $1,064,587 | 0.68% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 20,198 | $1,050,497 | 0.68% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,960 | $1,041,476 | 0.67% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 35,366 | $1,025,260 | 0.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 13,120 | $1,017,980 | 0.65% | |
| KEY |
Keycorp /New/
Financial Services
|
Added | 50,403 | $1,010,580 | 0.65% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 87,441 | $1,009,069 | 0.65% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 9,910 | $968,107 | 0.62% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,172 | $958,449 | 0.62% | |
| BG |
Bunge Global SA
Consumer Defensive
|
NEW | 7,420 | $943,824 | 0.61% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Reduced | 12,353 | $930,304 | 0.60% | |
| RF |
Regions Financial Corp
Financial Services
|
Added | 35,044 | $915,349 | 0.59% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Held | 20,413 | $911,848 | 0.59% | |
| GE |
General Electric Co
Industrials
|
Reduced | 3,212 | $911,469 | 0.59% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.