Home/Smart Money/Elevate Capital Advisors, LLC
§ 13F · FUND PROFILE

Elevate Capital Advisors, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143M (13F)Positions · 75Turnover · · Q1Filed · Apr 24, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED APR 24, 2026
#TickerNameShares$ value% portΔ Q1
1IGSBISHARES TR346K$18M11.8%+44%
2SHYISHARES TR177K$15M9.4%+184%
3PHYSSPROTT ASSET MANAGEMENT LP227K$8M5.2%+10%
4PNCPNC FINL SVCS GROUP INC28K$6M3.8%NEW
5FNVFRANCO NEV CORP23K$6M3.7%+48%
6AXSAXIS CAP HLDGS LTD53K$5M3.5%+99%
7TRVTRAVELERS COMPANIES INC17K$5M3.2%−6%
8BILSPDR SERIES TRUST53K$5M3.1%+48%
9WRBBERKLEY W R CORP67K$4M2.9%+36%
10HSYHERSHEY CO16K$3M2.1%−30%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ELEVATE SIGNAL

AC read

Elevate Capital Advisors, LLC is a Other fund managing $143 million in assets. The fund runs a portfolio of 75 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed