Elevate Capital Advisors' Portfolio Shifts in Q2 2026

As reported for the period ending June 30th, 2026, Elevate Capital Advisors, Llc demonstrated significant activity within its $178 million portfolio. The firm focused on strategic adjustments across various sectors and asset classes.

Prominent Purchases This Quarter

Elevate Capital Advisors significantly increased its exposure to several holdings during Q2 2026, reflecting confidence in certain areas of the market or a response to changing conditions. Notably, the firm boosted its position in ISHARES TR (SGOV) by acquiring an additional 85,170 shares, resulting in this ETF accounting for approximately 5.42% of the portfolio's value.

The investment manager also showed strong interest in financial services companies like PNC FINL SVCS GROUP INC (PNC), increasing its stake by 33,663 shares. This substantial purchase led to a portfolio allocation percentage jump of nearly 120%, highlighting Elevate's focus on this sector.

Furthermore, ARCH CAP GROUP LTD (G0450A105) saw a significant addition to its position with an increase of 29,108 shares. This move placed the holding at around 2.91% allocation.

Strategic Reductions and Exits

In contrast to these large inflows, Elevate Capital Advisors also reduced or exited certain positions during this quarter. The firm notably decreased its stake in SPDR SERIES TRUST (BIL) by selling 49,913 shares, reducing the holding's portfolio percentage allocation to just 0.14%. This suggests a shift away from this particular asset.

The exit was also observed for ISHARES BITCOIN TRUST ETF (IBIT), where Elevate sold 2,532 shares. This action resulted in a nearly 72% reduction in the holding's allocation.

Other Notable Changes

Beyond these major shifts, there were several other noteworthy adjustments to Elevate Capital Advisors' portfolio this quarter:

• The firm increased its position in another Bitcoin-related ETF, ISHARES TR (IGSB), acquiring an additional 38,768 shares.
• There was a substantial increase in holdings of the Technology sector stock, SERVICENOW INC (NOW).
• Elevate also purchased additional shares of Vanguard's Tax-Managed Fund ETFs represented by VEA.

Overall Portfolio Context

Elevate Capital Advisors' portfolio currently stands at $178 million, with holdings spread across various sectors. The top five holdings account for approximately 39.7% of the total value, indicating a concentrated approach.

The firm maintains a diverse set of positions, holding over 70 different securities and allocating capital to sectors including Technology, Financial Services, Consumer Defensive (notably KO), Communication Services, Healthcare, Basic Materials, Energy, and others as detailed in the portfolio data. This level of activity suggests an active management style focused on optimizing quarterly returns based on market opportunities.