Elevated Capital Advisors, LLC
Filing Date
Global Rank
#4,772
/ 8,605
▼ 112
· as of Mar 2026
Top Industry
Asset Management
9.0%
3Y Alpha vs SPY
-2.2%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
21 quarters · since Jun 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.9%
SPY
+76.5%
Annualised alpha
-2.3%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
508 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
174
Diversified−3
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.0% | $45,080,973 |
| Financial Services | 22.5% | $35,024,624 |
| Consumer Cyclical | 10.0% | $15,603,967 |
| 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% | $6,865,182 |
| Energy | 4.1% | $6,445,800 |
| Unclassified | 2.3% | $3,553,647 |
| Basic Materials | 1.5% | $2,369,715 |
| 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 positions ·
$155,461,660 total
· 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 |
Exxon Mobil 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 | 1.54% | |
| 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 | 0.77% | |
| 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% |