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 $181.9M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IGSB ($20.2M, 11.09%), SHY ($19.3M, 10.60%), PNC ($15.3M, 8.39%), SGOV ($9.8M, 5.38%), PHYS ($7.3M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | $20.2M | 11.09% | 384,797 | Added |
| 2 | SHY | ISHARES TR | $19.3M | 10.60% | 234,728 | Added |
| 3 | PNC | PNC FINL SVCS GROUP INC | $15.3M | 8.39% | 61,947 | Added |
| 4 | SGOV | ISHARES TR | $9.8M | 5.38% | 97,239 | Added |
| 5 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.3M | 4.00% | 241,383 | Added |
| 6 | FNV | FRANCO NEV CORP | $6.1M | 3.34% | 29,121 | Added |
| 7 | AXS | AXIS CAP HLDGS LTD | $5.4M | 2.98% | 50,418 | Trimmed |
| 8 | WRB | BERKLEY W R CORP | $5.3M | 2.92% | 75,430 | Added |
| 9 | ACGL | ARCH CAP GROUP LTD | $5.3M | 2.89% | 54,225 | Added |
| 10 | TRV | TRAVELERS COMPANIES INC | $5.1M | 2.79% | 15,351 | Trimmed |
| 11 | CB | CHUBB LIMITED | $4.9M | 2.72% | 14,514 | Added |
| 12 | AVGO | BROADCOM INC | $3.5M | 1.95% | 9,375 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $3.4M | 1.86% | 14,174 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $2.9M | 1.58% | 8,057 | Added |
| 15 | ASML | ASML HLDG NV | $2.8M | 1.57% | 1,432 | Trimmed |
| 16 | EQT | EQT CORP | $2.6M | 1.43% | 49,007 | Added |
| 17 | LLY | ELI LILLY & CO | $2.6M | 1.42% | 2,151 | Trimmed |
| 18 | SMLF | ISHARES TR | $2.6M | 1.41% | 28,803 | Trimmed |
| 19 | HSY | HERSHEY CO | $2.5M | 1.39% | 14,435 | Trimmed |
| 20 | V | VISA INC | $2.5M | 1.37% | 7,248 | Trimmed |
| 21 | AAPL | APPLE INC | $2.5M | 1.37% | 8,599 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $2.5M | 1.36% | 12,354 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.33% | 4,824 | Added |
| 24 | META | META PLATFORMS INC | $2.3M | 1.26% | 4,073 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $2.3M | 1.24% | 3,287 | Added |
Source: SEC Form 13F filings · as of 2026-06-30