Top 50 Elevate Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 11.76% | 346.0K | $18.2M | +44.13%(+105.95K) | $52.88(-0.94%) | 2026-03-31 | |
| SHY | ISHARES TR | 9.45% | 176.9K | $14.6M | +183.52%(+114.50K) | $82.76(-0.69%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 5.21% | 227.4K | $8.1M | +10.03%(+20.73K) | $21.89(+62.24%) | 2026-03-31 | |
| PNC | PNC FINL SVCS GROUP INC | 3.81% | 28.3K | $5.9M | new | $208.41(+0.70%) | 2026-03-31 | |
| FNV | FRANCO NEV CORP | 3.7% | 23.1K | $5.7M | +48.40%(+7.54K) | $156.69(+53.67%) | 2026-03-31 | |
| AXS | AXIS CAP HLDGS LTD | 3.5% | 53.3K | $5.4M | +98.94%(+26.51K) | $96.18(+1.13%) | 2026-03-31 | |
| TRV | TRAVELERS COMPANIES INC | 3.24% | 17.2K | $5.0M | -6.17%(-1.13K) | $240.21(+22.82%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.12% | 52.7K | $4.8M | +47.70%(+17.02K) | $91.66(-0.19%) | 2026-03-31 | |
| WRB | BERKLEY W R CORP | 2.89% | 67.4K | $4.5M | +36.32%(+17.95K) | $60.44(+8.25%) | 2026-03-31 | |
| HSY | HERSHEY CO | 2.12% | 15.8K | $3.3M | -30.07%(-6.78K) | $176.78(+10.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.24% | +26.82% |
| Top 20 Holdings Unweighted | +7.73% | +25.03% |
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