Elevation Advisory Partners LLC
Filing Date
Mar 31, 2026
Global Rank
#5,993
/ 8,232
Top Industry
Semiconductors
41.2%
Period ended 2 months ago
Filed May 8, 2026 · 37d
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
-1.2%
SPY
+0.2%
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 |
2 positions ·
$537,194 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
First | 3,022 | $280,683 | 52.25% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 1,959 | $256,511 | 47.75% |