Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elevate Capital Advisors, LLC (CIK 1909571) reported $154.6M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IGSB ($18.2M, 11.76%), SHY ($14.6M, 9.45%), PHYS ($8.1M, 5.21%), PNC ($5.9M, 3.81%), FNV ($5.7M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | $18.2M | 11.76% | 346,029 | Added |
| 2 | SHY | ISHARES TR | $14.6M | 9.45% | 176,886 | Added |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | $8.1M | 5.21% | 227,397 | Added |
| 4 | PNC | PNC FINL SVCS GROUP INC | $5.9M | 3.81% | 28,284 | New |
| 5 | FNV | FRANCO NEV CORP | $5.7M | 3.70% | 23,126 | Added |
| 6 | AXS | AXIS CAP HLDGS LTD | $5.4M | 3.50% | 53,307 | Added |
| 7 | TRV | TRAVELERS COMPANIES INC | $5.0M | 3.24% | 17,197 | Trimmed |
| 8 | BIL | SPDR SERIES TRUST | $4.8M | 3.12% | 52,715 | Added |
| 9 | WRB | BERKLEY W R CORP | $4.5M | 2.89% | 67,373 | Added |
| 10 | HSY | HERSHEY CO | $3.3M | 2.12% | 15,768 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $3.1M | 1.98% | 14,667 | Trimmed |
| 12 | V | VISA INC | $3.0M | 1.96% | 10,027 | Trimmed |
| 13 | L | LOEWS CORP | $3.0M | 1.93% | 27,884 | Added |
| 14 | AVGO | BROADCOM INC | $3.0M | 1.92% | 9,587 | Added |
| 15 | EQT | EQT CORP | $2.8M | 1.81% | 43,954 | Trimmed |
| 16 | DG | DOLLAR GEN CORP | $2.7M | 1.73% | 22,531 | Added |
| 17 | LLY | ELI LILLY & CO | $2.5M | 1.62% | 2,725 | Added |
| 18 | KO | COCA COLA CO | $2.5M | 1.62% | 33,004 | Trimmed |
| 19 | AAPL | APPLE INC | $2.4M | 1.57% | 9,546 | Trimmed |
| 20 | ASML | ASML HLDG NV | $2.4M | 1.57% | 1,833 | Trimmed |
| 21 | ACGL | ARCH CAP GROUP LTD | $2.4M | 1.56% | 25,117 | Added |
| 22 | GOOGL | ALPHABET INC | $2.3M | 1.48% | 7,965 | Trimmed |
| 23 | CME | CME GROUP INC | $2.3M | 1.46% | 7,650 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $2.2M | 1.44% | 12,788 | Added |
| 25 | SMLF | ISHARES TR | $2.2M | 1.44% | 29,477 | Added |
Source: SEC Form 13F filings · as of 2026-03-31