Elevation Capital Advisory, LLC
Filing Date
Global Rank
#7,710
/ 8,232
▲ 81
Top Industry
Internet Retail
100.0%
3Y Alpha vs SPY
+1.8%
Period ended 2 months ago
Filed May 8, 2026 · 37d
9 quarters · since Jun 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+84.1%
SPY
+76.3%
Annualised alpha
+1.8%
Max drawdown
−22.8%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
98.1%
+3.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,631
Highly concentrated+631
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.1% | $10,853,292 |
| Consumer Cyclical | 1.9% | $208,270 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −2,674 | 18,804 | $10,853,292 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
2 positions ·
$11,061,562 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 18,804 | $10,853,292 | 98.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,000 | $208,270 | 1.88% |