StockDriftsStockDriftsTop 50 Elevate Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 11.16% | 384.8K | $20.2M | +11.20%(+38.77K) | $52.83(-1.39%) | 2026-06-30 | |
| SHY | ISHARES TR | 10.67% | 234.7K | $19.3M | +32.70%(+57.84K) | $82.65(-0.91%) | 2026-06-30 | |
| PNC | PNC FINL SVCS GROUP INC | 8.44% | 61.9K | $15.3M | +119.02%(+33.66K) | $216.85(+16.50%) | 2026-06-30 | |
| SGOV | ISHARES TR | 5.42% | 97.2K | $9.8M | +705.69%(+85.17K) | $100.65(-0.15%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 4.03% | 241.4K | $7.3M | +6.15%(+13.99K) | $22.49(+48.52%) | 2026-06-30 | |
| FNV | FRANCO NEV CORP | 3.36% | 29.1K | $6.1M | +25.92%(+6.00K) | $169.93(+43.00%) | 2026-06-30 | |
| AXS | AXIS CAP HLDGS LTD | 3% | 50.4K | $5.4M | -5.42%(-2.89K) | $96.18(+5.03%) | 2026-06-30 | |
| WRB | BERKLEY W R CORP | 2.94% | 75.4K | $5.3M | +11.96%(+8.06K) | $61.29(+15.50%) | 2026-06-30 | |
| ACGL | ARCH CAP GROUP LTD | 2.91% | 54.2K | $5.3M | +115.89%(+29.11K) | $95.45(+2.62%) | 2026-06-30 | |
| TRV | TRAVELERS COMPANIES INC | 2.8% | 15.4K | $5.1M | -10.73%(-1.85K) | $240.21(+56.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.12% |
Elevate Capital Advisors, LLC reports $181.90M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are IGSB (11.2%), SHY (10.7%) and PNC (8.4%). The top 20 holdings account for 71.54% of reported assets. Its disclosed equity book has returned +13.88% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevate Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909571). View Elevate Capital Advisors, LLC’s 13F filings on SEC