Elevated Financial Group LLC
Filing Date
Global Rank
#6,681
/ 8,586
▲ 161
Top Industry
Drug Manufacturers - General
7.6%
3Y Alpha vs SPY
-8.9%
Period ended 3 months ago
Filed May 11, 2026 · 36d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.9%
SPY
+11.2%
Annualised alpha
-8.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 22.7% | $12,780,840 |
| Financial Services | 15.7% | $8,831,571 |
| Consumer Cyclical | 11.3% | $6,357,209 |
| Unclassified | 10.8% | $6,059,955 |
| Consumer Defensive | 10.0% | $5,596,554 |
| Industrials | 8.6% | $4,824,979 |
| Communication Services | 8.2% | $4,623,447 |
| Healthcare | 7.7% | $4,317,389 |
| Basic Materials | 2.2% | $1,216,002 |
| Energy | 2.1% | $1,172,524 |
| Utilities | 0.8% | $439,113 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| AAPL | Apple Inc. | +1,227 | 15,023 | $3,812,687 | |
| EZPW | Ezcorp Inc | +1,227 | 20,238 | $513,640 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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
14 positions ·
$12,780,840 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 15,023 | $3,812,687 | 29.83% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 9,324 | $1,740,511 | 13.62% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,301 | $1,622,094 | 12.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,597 | $1,331,501 | 10.42% | |
| CLS |
Celestica Inc
Technology
|
Added | 2,626 | $739,691 | 5.79% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,786 | $603,382 | 4.72% | |
| TTMI |
Ttm Technologies Inc
Technology
|
Added | 4,935 | $480,767 | 3.76% | |
| ACN |
Accenture plc
Technology
|
Added | 2,109 | $418,193 | 3.27% | |
| VISN |
Vistance Networks, Inc.
Technology
|
Added | 21,219 | $386,185 | 3.02% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Added | 4,068 | $381,863 | 2.99% | |
| TWLO |
Twilio Inc
Technology
|
Added | 2,981 | $375,069 | 2.93% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 4,628 | $332,892 | 2.60% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 977 | $302,391 | 2.37% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,187 | $253,614 | 1.98% |