Elevate Capital Advisors, LLC
Top Portfolio Positions
59 positions ·
$109,596,725 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
227,397 | $8,058,949 | 7.35% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
28,284 | $5,885,617 | 5.37% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
23,126 | $5,713,278 | 5.21% | |
| AXS |
Axis Capital Holdings Ltd
Financial Services
|
53,307 | $5,405,862 | 4.93% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
17,197 | $5,016,020 | 4.58% | |
| WRB |
Berkley W R Corp
Financial Services
|
67,373 | $4,465,482 | 4.07% | |
| HSY |
Hershey Co
Consumer Defensive
|
15,768 | $3,278,009 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,667 | $3,054,696 | 2.79% | |
| V |
Visa Inc.
Financial Services
|
10,027 | $3,030,560 | 2.77% | |
| L |
Loews Corp
Financial Services
|
27,884 | $2,976,338 | 2.72% |
Portfolio Trend
6 quarters · across all stocks
Holdings in EZBC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $935,700 | 23,876 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,294,499 | 25,583 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,842,624 | 27,830 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,566,679 | 25,099 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $751,217 | 15,729 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $670,052 | 12,374 | Shares | Sole | 2025-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||