Long-term investor
Elevate Capital Advisors, LLC @elevatecapitaladvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909571).
Record
- Tracked since 2025-12-31 (257 days), 111 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.8%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IGSB · 11.1% · long · since 2025-12-31
- SHY · 10.6% · long · since 2025-12-31
- PNC · 8.4% · long · since 2026-03-31
- SGOV · 5.4% · long · since 2025-12-31
- PHYS · 4.0% · long · since 2025-12-31
- FNV · 3.3% · long · since 2025-12-31
- G0692U109 · 3.0% · long · since 2025-12-31
- WRB · 2.9% · long · since 2025-12-31
- G0450A105 · 2.9% · long · since 2025-12-31
- TRV · 2.8% · long · since 2025-12-31
- CB · 2.7% · long · since 2025-12-31
- AVGO · 1.9% · long · since 2025-12-31