1y return+5.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $114 against $127 in the S&P 500.2
Elevate Capital Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IGSBIshares Tr | $20.2M | 11.2% | +11.2% |
| SHYIshares Tr | $19.3M | 10.7% | +32.7% |
| PNCPnc Finl Svcs Group Inc | $15.3M | 8.4% | +119.0% |
| SGOVIshares Tr | $9.8M | 5.4% | +705.7% |
| PHYSSprott Asset Management LP | $7.3M | 4.0% | +6.2% |
| FNVFranco Nev Corp | $6.1M | 3.4% | +25.9% |
| Axis Cap Hldgs LtdCUSIP G0692U109 | $5.4M | 3.0% | −5.4% |
| WRBBerkley W R Corp | $5.3M | 2.9% | +12.0% |
| Arch Cap Group LtdCUSIP G0450A105 | $5.3M | 2.9% | +115.9% |
| TRVTravelers Companies Inc | $5.1M | 2.8% | −10.7% |
| Chubb LimitedCUSIP H1467J104 | $4.9M | 2.7% | +212.0% |
| AVGOBroadcom Inc | $3.5M | 2.0% | −2.2% |
| AMZNAmazon Com Inc | $3.4M | 1.9% | −3.4% |
| GOOGLAlphabet Inc | $2.9M | 1.6% | +1.2% |
| Asml Hldg NvCUSIP N07059210 | $2.8M | 1.6% | −21.9% |
| EQTEqt Corp | $2.6M | 1.4% | +11.5% |
| LLYEli Lilly & Co | $2.6M | 1.4% | −21.1% |
| SMLFIshares Tr | $2.6M | 1.4% | −2.3% |
| HSYHershey Co | $2.5M | 1.4% | −8.5% |
| AAPLApple Inc | $2.5M | 1.4% | −9.9% |
| VVisa Inc | $2.5M | 1.4% | −27.7% |
| NVDANvidia Corporation | $2.5M | 1.4% | −3.4% |
| BRK/BBerkshire Hathaway Inc Del | $2.4M | 1.3% | +20.2% |
| METAMeta Platforms Inc | $2.3M | 1.3% | +10.7% |
| VOOVanguard Index Fds | $2.3M | 1.2% | +221.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Roivant Sciences LtdCUSIP G76279101 | December 31, 2024 | +199.2% | $885K |
| Asml Hldg NvCUSIP N07059210 | December 31, 2024 | +187.0% | $2.8M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $2.9M |
| MNSTMonster Beverage Corp New | December 31, 2024 | +82.9% | $1.6M |
| FNVFranco Nev Corp | December 31, 2024 | +77.3% | $6.1M |
| ANETArista Networks Inc | June 30, 2025 | +66.0% | $1.7M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $3.5M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $2.6M |
| MRKMerck & Co Inc | September 30, 2025 | +53.1% | $1.2M |
| PHYSSprott Asset Management LP | December 31, 2024 | +49.8% | $7.3M |
Sold off last quarter
- LLoews Corp was $3.0M
- DGDollar Gen Corp was $2.7M
- CMECme Group Inc was $2.3M
- KNSLKinsale Cap Group Inc was $1.2M
- DEDeere & Co was $1.1M
- RTXRtx Corporation was $959K
- PGRProgressive Corp was $747K
- CELHCelsius Hldgs Inc was $693K
- TKOTko Group Holdings Inc was $568K
- Accenture PLC IrelandCUSIP G1151C101 was $528K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.5% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +3.4% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elevate Capital Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1909571&type=13F-HR&dateb=&owner=include&count=40CIK 1909571
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1909571/000190957126000004/Filed July 31, 2026 · accession 0001909571-26-000004