Elevate Capital Advisors, LLC
•CIK: 1909571•Filing: Q4 2025
**Elevate Capital Advisors, LLC** manages $151M across a diversified portfolio of 78 positions. The fund maintains significant exposure to key technology and financial sectors, highlighted by top holdings including IGSB at $12.7M and PHYS/U at $6.8M. Further concentration is evident in major tech names such as AMZN ($5.1M), META ($4.3M), and AAPL ($4.3M). This allocation suggests a tactical approach balancing specialized assets with established market leaders.
Total AUM
$151.2M
QoQ Performance
+5.4%
Positions
73
Top 10 Concentration
36.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IGSB
IGSB8.4%
PHYS/U4.5%
TRV3.5%
SHY3.4%
AMZN3.4%
META2.8%
AAPL2.8%
MSFT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.1%
Technology15.6%
Consumer7.7%
Financial5.6%
Healthcare4.4%
Consumer Staples1.8%
ETF1.2%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW23 new positions
↑28 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024