Elevated Financial Group LLC

CIK

2063915

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $56,219,583

Diversification

Diversified

Filing Date

Global Rank

#6,333 / 8,232 ▲ 279

Top Industry

Drug Manufacturers - General 7.6%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed May 11, 2026 · 34d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.8%

SPY

+9.1%

Annualised alpha

-4.6%

Max drawdown

−9.7%

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

73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

+1.5 pts

Top 5

27.9%

+2.5 pts

Top 10

40.9%

+2.1 pts

HHI

282

Diversified+26

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.7%	$12,780,840	14
Financial Services	15.7%	$8,831,571	14
Consumer Cyclical	11.3%	$6,357,209	10
Unclassified	10.8%	$6,059,955	3
Consumer Defensive	10.0%	$5,596,554	6
Industrials	8.6%	$4,824,979	8
Communication Services	8.2%	$4,623,447	6
Healthcare	7.7%	$4,317,389	4
Basic Materials	2.2%	$1,216,002	3
Energy	2.1%	$1,172,524	4
Utilities	0.8%	$439,113	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+8,018	53,557	$4,721,585
LLY	ELI LILLY & Co	+2,322	3,502	$3,221,034
VISN	Vistance Networks, Inc.	+1,726	21,219	$386,185
CDE	Coeur Mining, Inc.	+1,585	19,828	$372,171
EZPW	Ezcorp Inc	+1,227	20,238	$513,640
AAPL	Apple Inc.	+1,227	15,023	$3,812,687
SSRM	Ssr Mining Inc.	+1,181	18,707	$549,985
ARQT	Arcutis Biotherapeutics, Inc.	+1,085	20,543	$483,993
CCL	Carnival Corp Ltd.	+1,081	13,268	$343,375
KGC	Kinross Gold Corp	+1,036	9,628	$293,846
UNFI	United Natural Foods Inc	+788	10,579	$476,689
SBUX	Starbucks Corp	+637	6,828	$611,720
PG	PROCTER & GAMBLE Co	+501	5,890	$850,751
WMT	Walmart Inc.	+396	12,336	$1,533,118
MFC	Manulife Financial Corp	+373	12,555	$432,394
TTMI	Ttm Technologies Inc	+372	4,935	$480,767
CVSA	Covista Inc.	+352	3,269	$376,752
NVDA	Nvidia Corp	+335	9,301	$1,622,094
CRM	Salesforce, Inc.	+315	9,324	$1,740,511
QQQ	Invesco Qqq Trust, Series 1	+308	1,156	$667,220
WLDN	Willdan Group, Inc.	+306	3,561	$272,630
ACN	Accenture plc	+285	2,109	$418,193
CRDO	Credo Technology Group Holding Ltd	+284	4,068	$381,863
TWLO	Twilio Inc	+226	2,981	$375,069
EAT	Brinker International, Inc	+197	2,479	$353,926
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−3,009	2,755	$219,325
DAL	Delta Air Lines, Inc.	−1,209	16,339	$1,086,216
KO	Coca Cola Co	−698	13,439	$1,022,035
GM	General Motors Co	−499	5,543	$412,953
CFG	Citizens Financial Group Inc/Ri	−491	4,988	$299,130
VST	Vistra Corp.	−384	2,921	$439,113
NKE	NIKE, Inc.	−371	11,013	$581,706
DIS	Walt Disney Co	−232	6,079	$585,894
FOXA	Fox Corp	−217	5,045	$294,628
STT	State Street Corp	−215	1,902	$240,717
COF	Capital One Financial Corp	−214	1,316	$240,077
FDX	Fedex Corp	−173	3,364	$1,198,189
MAR	Marriott International Inc /Md/	−129	3,375	$1,103,861
R	Ryder System Inc	−121	1,358	$277,996
EXPE	Expedia Group, Inc.	−112	1,017	$234,815
SPY	Spdr S&P 500 ETF Trust	−103	1,032	$671,150
AMG	Affiliated Managers Group, Inc.	−85	871	$241,005
AXP	American Express Co	−75	3,154	$954,021
HD	Home Depot, Inc.	−59	2,311	$760,064
BLK	BlackRock, Inc.	−23	929	$893,428
AVGO	Broadcom Inc.	−13	977	$302,391
LRCX	Lam Research Corp	−12	1,187	$253,614
SYF	Synchrony Financial	−11	8,735	$594,154
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
POWL	Powell Industries Inc	419	$226,712
CVX	Chevron Corp	1,084	$224,279
DY	Dycom Industries Inc	659	$223,282
VLO	Valero Energy Corp/Tx	882	$217,924
MPC	Marathon Petroleum Corp	862	$210,483
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,439	$280,475
EQH	Equitable Holdings, Inc.	4,383	$208,849
AMRC	Ameresco, Inc.	6,983	$204,532
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 positions · $56,219,583 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Added	53,557	+8,018	$4,721,585	+27.7%	8.40%
AAPL	Apple Inc. Technology	Added	15,023	+1,227	$3,812,687	+1.7%	6.78%
LLY	ELI LILLY & Co Healthcare	Added	3,502	+2,322	$3,221,034	+154.0%	5.73%
GOOGL	Alphabet Inc. Communication Services	Added	7,532	+156	$2,165,901	−6.2%	3.85%
CRM	Salesforce, Inc. Technology	Added	9,324	+315	$1,740,511	−27.1%	3.10%
NVDA	Nvidia Corp Technology	Added	9,301	+335	$1,622,094	−3.0%	2.89%
WMT	Walmart Inc. Consumer Defensive	Added	12,336	+396	$1,533,118	+15.3%	2.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,878	+143	$1,432,481	−7.9%	2.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,978	+32	$1,427,057	−3.6%	2.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,342	+7	$1,337,209	+16.2%	2.38%
MSFT	Microsoft Corp Technology	Added	3,597	+177	$1,331,501	−19.5%	2.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,315	+158	$1,269,300	−5.2%	2.26%
FDX	Fedex Corp Industrials	Reduced	3,364	-173	$1,198,189	+17.3%	2.13%
STRL	Sterling Infrastructure, Inc. Industrials	Added	2,900	+178	$1,181,083	+41.7%	2.10%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	3,375	-129	$1,103,861	+1.5%	1.96%
DAL	Delta Air Lines, Inc. Industrials	Reduced	16,339	-1,209	$1,086,216	−10.8%	1.93%
GS	Goldman Sachs Group Inc Financial Services	Added	1,257	+18	$1,063,409	−2.4%	1.89%
KO	Coca Cola Co Consumer Defensive	Reduced	13,439	-698	$1,022,035	+3.4%	1.82%
AXP	American Express Co Financial Services	Reduced	3,154	-75	$954,021	−20.1%	1.70%
NFLX	Netflix Inc Communication Services	Added	9,461	+135	$909,675	+4.0%	1.62%
BLK	BlackRock, Inc. Financial Services	Reduced	929	-23	$893,428	−12.3%	1.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,890	+501	$850,751	+10.2%	1.51%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,311	-59	$760,064	−6.8%	1.35%
CLS	Celestica Inc Technology	Added	2,626	+47	$739,691	−3.0%	1.32%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,032	-103	$671,150	−13.3%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Added	1,156	+308	$667,220	+28.1%	1.19%
SBUX	Starbucks Corp Consumer Cyclical	Added	6,828	+637	$611,720	+17.3%	1.09%
MU	Micron Technology Inc Technology	Added	1,786	+71	$603,382	+23.3%	1.07%
SYF	Synchrony Financial Financial Services	Reduced	8,735	-11	$594,154	−18.6%	1.06%
DIS	Walt Disney Co Communication Services	Reduced	6,079	-232	$585,894	−18.4%	1.04%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	11,013	-371	$581,706	−19.8%	1.03%
SSRM	Ssr Mining Inc. Basic Materials	Added	18,707	+1,181	$549,985	+43.2%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,405	+47	$522,308	−14.5%	0.93%
XOM	Exxon Mobil Corp Energy	Added	3,064	+184	$519,838	+50.0%	0.92%
EZPW	Ezcorp Inc Financial Services	Added	20,238	+1,227	$513,640	+39.1%	0.91%
ARQT	Arcutis Biotherapeutics, Inc. Healthcare	Added	20,543	+1,085	$483,993	−14.3%	0.86%
TTMI	Ttm Technologies Inc Technology	Added	4,935	+372	$480,767	+52.7%	0.86%
UNFI	United Natural Foods Inc Consumer Defensive	Added	10,579	+788	$476,689	+44.6%	0.85%
ALL	Allstate Corp Financial Services	Added	2,141	+98	$443,914	+4.4%	0.79%
VST	Vistra Corp. Utilities	Reduced	2,921	-384	$439,113	−17.6%	0.78%
MFC	Manulife Financial Corp Financial Services	Added	12,555	+373	$432,394	−2.2%	0.77%
ACN	Accenture plc Technology	Added	2,109	+285	$418,193	−14.5%	0.74%
GM	General Motors Co Consumer Cyclical	Reduced	5,543	-499	$412,953	−16.0%	0.73%
VISN	Vistance Networks, Inc. Technology	Added	21,219	+1,726	$386,185	+9.3%	0.69%
CRDO	Credo Technology Group Holding Ltd Technology	Added	4,068	+284	$381,863	−29.9%	0.68%
CVSA	Covista Inc. Consumer Defensive	Added	3,269	+352	$376,752	+24.8%	0.67%
TWLO	Twilio Inc Technology	Added	2,981	+226	$375,069	−4.3%	0.67%
CDE	Coeur Mining, Inc. Basic Materials	Added	19,828	+1,585	$372,171	+14.4%	0.66%
SKYW	Skywest Inc Industrials	Added	3,908	+113	$358,871	−5.8%	0.64%
EAT	Brinker International, Inc Consumer Cyclical	Added	2,479	+197	$353,926	+8.1%	0.63%