Elevate Capital Advisors, LLC
SEC Form 13F institutional filer · CIK 0001909571
13F-HR · 42 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
44.8%
Elevate Capital Advisors, LLC — $80.7M AUM allocation strategy
Elevate Capital Advisors, LLC files SEC Form 13F and reports $80.7M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Financials 32.2%, followed by Information Technology 12.0% and Consumer Staples 10.5%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Elevate Capital Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$80.7M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WRB +17.9K sh · +$1000K+$ACGL +10.5K sh · +$1.01M+$AVGO +5.18K sh · +$1.44M
Biggest trims (shares)
−$AMZN −7.28K sh · −$2.01M−$HSY −6.78K sh · −$825K−$UBER −6.26K sh · −$659K
Exited to nil (held last quarter, gone now)
$ADP ($2.04M last qtr)$INTU ($1.15M last qtr)$CMG ($974K last qtr)$CPRT ($696K last qtr)$TMO ($438K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Property & Casualty Insurance14.7%—
- Diversified Banks7.3%—
- Semiconductors6.4%—
- Interactive Media & Services5.4%—
- Packaged Foods & Meats4.0%—
- Broadline Retail3.8%—
- Transaction & Payment Processing Services3.7%—
- Multi-line Insurance3.7%—
- Other holdings50.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PNC | PNC Financial Services Group Inc | 28.3K | $5.89M | — | 7.3% |
| $TRV | The Travelers Companies Inc | 17.2K | $5.02M | -1.13K | 6.2% |
| $WRB | W.R. Berkley Corporation | 67.4K | $4.47M | +17.9K | 5.5% |
| $HSY | The Hershey Company | 15.8K | $3.28M | -6.78K | 4.1% |
| $AMZN | Amazon.com Inc | 14.7K | $3.05M | -7.28K | 3.8% |
| $V | Visa Inc | 10K | $3.03M | -1K | 3.8% |
| $L | Loews Corporation | 27.9K | $2.98M | +3.4K | 3.7% |
| $AVGO | Broadcom Inc | 9.59K | $2.97M | +5.18K | 3.7% |
| $EQT | EQT Corporation | 44K | $2.8M | -2.85K | 3.5% |
| $DG | Dollar General Corporation | 22.5K | $2.68M | +431 | 3.3% |
…and 32 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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