Elevate Capital Advisors, LLC: 13F holdings

CIK 19095712026Q2

Positions77
Reported value$181.9m
Filed2026-07-31

Top 10 holdings

SecuritySharesValueWeight
IGSB ISHARES TR384,797$20.2m11.1%
SHY ISHARES TR234,728$19.3m10.6%
PNC PNC FINL SVCS GROUP INC61,947$15.3m8.4%
SGOV ISHARES TR97,239$9.8m5.4%
PHYS SPROTT ASSET MANAGEMENT LP241,383$7.3m4.0%
FNV FRANCO NEV CORP29,121$6.1m3.3%
AXIS CAP HLDGS LTD50,418$5.4m3.0%
WRB BERKLEY W R CORP75,430$5.3m2.9%
ACGL ARCH CAP GROUP LTD54,225$5.3m2.9%
TRV TRAVELERS COMPANIES INC15,351$5.1m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1909571")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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