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Elevate Capital Advisors, LLC

Portfolio Manager
Elevate Capital Advisors, LLC
Performance
-2.27% (2026 Q1)
AUM (13F)
$154.61M
# of Holdings
72
Performance Rank
Allocation (Top 20)
66.51%

Elevate Capital Advisors, LLC Holdings Map

Top 50 Elevate Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IGSB
ISHARES TR
11.76%346.0K$18.2M
+44.13%(+105.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 240.1K shares2026-Q1: 346.0K shares
$52.88(-0.94%)
2026-03-31
SHY
ISHARES TR
9.45%176.9K$14.6M
+183.52%(+114.50K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.4K shares2026-Q1: 176.9K shares
$82.76(-0.69%)
2026-03-31
PHYS
SPROTT ASSET MANAGEMENT LP
5.21%227.4K$8.1M
+10.03%(+20.73K)
2025-Q1: 202.2K shares2025-Q2: 197.2K shares2025-Q3: 203.1K shares2025-Q4: 206.7K shares2026-Q1: 227.4K shares
$21.89(+62.24%)
2026-03-31
PNC
PNC FINL SVCS GROUP INC
3.81%28.3K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 28.3K shares
$208.41(+0.70%)
2026-03-31
FNV
FRANCO NEV CORP
3.7%23.1K$5.7M
+48.40%(+7.54K)
2025-Q1: 16.3K shares2025-Q2: 15.4K shares2025-Q3: 15.7K shares2025-Q4: 15.6K shares2026-Q1: 23.1K shares
$156.69(+53.67%)
2026-03-31
AXS
AXIS CAP HLDGS LTD
3.5%53.3K$5.4M
+98.94%(+26.51K)
2025-Q1: 20.4K shares2025-Q2: 20.9K shares2025-Q3: 21.6K shares2025-Q4: 26.8K shares2026-Q1: 53.3K shares
$96.18(+1.13%)
2026-03-31
TRV
TRAVELERS COMPANIES INC
3.24%17.2K$5.0M
-6.17%(-1.13K)
2025-Q1: 18.6K shares2025-Q2: 17.5K shares2025-Q3: 17.3K shares2025-Q4: 18.3K shares2026-Q1: 17.2K shares
$240.21(+22.82%)
2026-03-31
BIL
SPDR SERIES TRUST
3.12%52.7K$4.8M
+47.70%(+17.02K)
2025-Q1: 2.4K shares2025-Q2: 25.4K shares2025-Q3: 74.4K shares2025-Q4: 35.7K shares2026-Q1: 52.7K shares
$91.66(-0.19%)
2026-03-31
WRB
BERKLEY W R CORP
2.89%67.4K$4.5M
+36.32%(+17.95K)
2025-Q1: 53.5K shares2025-Q2: 50.4K shares2025-Q3: 49.4K shares2025-Q4: 49.4K shares2026-Q1: 67.4K shares
$60.44(+8.25%)
2026-03-31
HSY
HERSHEY CO
2.12%15.8K$3.3M
-30.07%(-6.78K)
2025-Q1: 14.1K shares2025-Q2: 18.0K shares2025-Q3: 21.3K shares2025-Q4: 22.5K shares2026-Q1: 15.8K shares
$176.78(+10.68%)
2026-03-31

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