Institutional Investor · CIK 0001909571
ELEVATE CAPITAL ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
75
Total Value
$185.04M
Total Shares
1.95M
Latest Filing
Jul 31, 2026
CIK
0001909571
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 384,797 | $20.17M | 0.0896% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 234,728 | $19.27M | 0.0767% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 61,947 | $15.25M | 0.0155% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 97,239 | $9.79M | 0.0102% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 241,383 | $7.28M | 0.0506% | SH | — | View | |
Franco-Nevada Corporation(FNV.TO) | Basic Materials | Gold | 2026-06-30 | 2026-07-31 | 29,121 | $6.07M | 0.0151% | SH | — | View |
| Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 50,418 | $5.42M | 0.0691% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 75,430 | $5.32M | 0.0203% | SH | — | View | |
Arch Capital Group Ltd.(ACGL) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 54,225 | $5.26M | 0.0155% | SH | — | View |
Travelers Companies, Inc.(PA9.DE) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 15,351 | $5.07M | 0.0074% | SH | — | View |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 14,514 | $4.95M | 0.0038% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 9,375 | $3.54M | 0.0002% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 9,375 | $3.54M | 0.0002% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 14,174 | $3.38M | 0.0001% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 8,057 | $2.88M | 0.0001% | SH | — | View |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,432 | $2.85M | 0.0004% | SH | — | View |
EQT Corporation(EQT) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-31 | 49,007 | $2.61M | 0.0078% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 2,151 | $2.58M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 28,803 | $2.57M | 0.0604% | SH | — | View | |
The Hershey Company(HSY) | Consumer Defensive | Food Confectioners | 2026-06-30 | 2026-07-31 | 14,435 | $2.53M | 0.0071% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 8,599 | $2.49M | 0.0001% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 7,248 | $2.49M | 0.0004% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 12,354 | $2.47M | 0.0001% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 4,824 | $2.41M | 0.0002% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 4,073 | $2.29M | 0.0002% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 4,073 | $2.29M | 0.0002% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,287 | $2.26M | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 6,016 | $2.24M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-31 | 84,447 | $2.19M | 0.0589% | SH | — | View | |
Arista Networks, Inc.(ANET) | Technology | Computer Hardware | 2026-06-30 | 2026-07-31 | 10,140 | $1.72M | 0.0008% | SH | — | View |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 16,284 | $1.62M | 0.0016% | SH | — | View |
| Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 16,797 | $1.61M | 0.0009% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 5,807 | $1.57M | 0.0008% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-31 | 3,667 | $1.54M | 0.0001% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 17,902 | $1.45M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 17,892 | $1.31M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 17,903 | $1.28M | 0.0004% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 9,287 | $1.19M | 0.0004% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,279 | $1.09M | 0.0000% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 4,193 | $1.06M | 0.0002% | SH | — | View |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 14,581 | $1.05M | 0.0007% | SH | — | View |
Roivant Sciences Ltd.(ROIV) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 24,995 | $884.57K | 0.0035% | SH | — | View |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-31 | 4,471 | $808.78K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 20,310 | $776.45K | 0.0115% | SH | — | View | |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 10,482 | $748.41K | 0.0003% | SH | — | View |
| Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-31 | 1,933 | $676.68K | 0.0011% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 4,143 | $676.55K | 0.0020% | SH | — | View | |
Yandex N.V.(YNDX) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 2,431 | $671.37K | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 3,443 | $660.20K | 0.0053% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 12,235 | $649.83K | 0.0019% | SH | — | View | |
Defiance Quantum ETF(QTUM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,700 | $611.92K | 0.0141% | SH | — | View |
Coherent, Inc.(COHR) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-31 | 1,534 | $605.12K | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 7,762 | $604.71K | 0.0009% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 4,315 | $602.50K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 14,029 | $578.27K | 0.1738% | SH | — | View | |
Waste Management, Inc.(UWS.DE) | Industrials | Waste Management | 2026-06-30 | 2026-07-31 | 2,537 | $565.46K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 10,939 | $549.45K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,707 | $540.39K | 0.0002% | SH | — | View | |
FLEX LNG Ltd(FLNG) | Industrials | Marine Shipping | 2026-06-30 | 2026-07-31 | 17,599 | $493.81K | 0.0325% | SH | — | View |
Joby Aviation, Inc.(JOBY) | Industrials | Airlines, Airports & Air Services | 2026-06-30 | 2026-07-31 | 54,176 | $483.25K | 0.0055% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 345 | $476.91K | 0.0007% | SH | — | View | |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 20,435 | $453.86K | 0.0109% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,055 | $400.41K | 0.2314% | SH | — | View | |
Global X - Copper…(COPX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,858 | $373.92K | 0.0052% | SH | — | View |
Cameco Corporation(CCO.TO) | Energy | Uranium | 2026-06-30 | 2026-07-31 | 3,320 | $338.18K | 0.0008% | SH | — | View |
Cadence Design Systems, Inc.(CDS.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 887 | $332.91K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,448 | $332.49K | 0.0005% | SH | — | View | |
Baker Hughes Company(BKR) | Energy | Oil & Gas Equipment & Services | 2026-06-30 | 2026-07-31 | 5,836 | $323.90K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-31 | 9,718 | $323.51K | 0.0006% | SH | — | View | |
VanEck Rare Earth and…(REMX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,413 | $302.05K | 0.0262% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,849 | $289.44K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 2,802 | $256.76K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 829 | $251.25K | 0.0001% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 1,964 | $222.44K | 0.0000% | SH | — | View |
Invesco KBW Property &…(KBWP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,663 | $210.77K | 0.0836% | SH | — | View |
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