Elevation Advisory Partners LLC
Filing Date
Mar 31, 2026
Global Rank
#6,342
/ 8,588
Top Industry
Semiconductors
41.2%
Period ended 3 months ago
Filed May 8, 2026 · 40d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.8%
SPY
+1.4%
Annualised alpha
—
Max drawdown
−8.3%
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
57 positions · as of Mar 31, 2026Top Position
30.9%
of portfolio value
Top 5
54.3%
of portfolio value
Top 10
69.4%
of portfolio value
HHI
1,191
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 54.8% | $38,414,943 |
| Consumer Cyclical | 10.7% | $7,494,265 |
| Industrials | 7.9% | $5,531,481 |
| Unclassified | 7.8% | $5,462,497 |
| Consumer Defensive | 5.3% | $3,733,576 |
| Financial Services | 5.0% | $3,490,984 |
| Communication Services | 4.5% | $3,189,706 |
| Healthcare | 1.7% | $1,192,144 |
| Energy | 1.5% | $1,061,982 |
| Utilities | 0.8% | $537,194 |
57 positions ·
$70,108,772 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 51–57
of 57 positions by value
· page 2 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
First | 3,080 | $2,182,056 | 3.11% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,798 | $2,516,415 | 3.59% | |
| AGX |
Argan Inc
Industrials
|
First | 5,265 | $2,867,582 | 4.09% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
First | 20,877 | $3,158,272 | 4.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 18,746 | $3,904,229 | 5.57% | |
| AAPL |
Apple Inc.
Technology
|
First | 25,364 | $6,437,129 | 9.18% | |
| NVDA |
Nvidia Corp
Technology
|
First | 124,329 | $21,682,977 | 30.93% |