ELEVATE CAPITAL ADVISORS, LLC

PrivateCIK: 1909571
Location

EAGLE, CO

72
Positions
$154.61M
Total AUM (reported)
1.86M
Total Shares

Allocation by class

TOTAL AUM$154.61M72 positions
COM$71.04M45.9%
ISHS 1-5YR INVS$18.19M11.8%
1 3 YR TREAS BD$14.61M9.4%
PHYSICAL GOLD TR$8.06M5.2%
SHS$6.30M4.1%
STATE STREET SPD$4.83M3.1%
COM CL A$3.60M2.3%

Portfolio Concentration

Top 326.4%4–1022.4%11–2525.1%Rest26.1%TOP 1048.8%0%100%
Top 3$40.85M26.4%
4–10$34.60M22.4%
11–25$38.78M25.1%
Rest$40.38M26.1%

Top 3 weight

26.4%

Top 10 weight

48.8%

Voting Authority Distribution

Total shares with voting rights: 1.86M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.86M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares346.03K
TypeSH
Market value$18.19M
11.76%
Sole
0.00
Shared
0.00
None
346.03K

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares176.89K
TypeSH
Market value$14.61M
9.45%
Sole
0.00
Shared
0.00
None
176.89K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares227.40K
TypeSH
Market value$8.06M
5.21%
Sole
0.00
Shared
0.00
None
227.40K

PNC FINL SVCS GROUP INC

SOLE
COM
Shares28.28K
TypeSH
Market value$5.89M
3.81%
Sole
0.00
Shared
0.00
None
28.28K

FRANCO NEV CORP

SOLE
COM
Shares23.13K
TypeSH
Market value$5.71M
3.70%
Sole
0.00
Shared
0.00
None
23.13K

AXIS CAP HLDGS LTD

SOLE
SHS
Shares53.31K
TypeSH
Market value$5.41M
3.50%
Sole
0.00
Shared
0.00
None
53.31K

TRAVELERS COMPANIES INC

SOLE
COM
Shares17.20K
TypeSH
Market value$5.02M
3.24%
Sole
0.00
Shared
0.00
None
17.20K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares52.72K
TypeSH
Market value$4.83M
3.12%
Sole
0.00
Shared
0.00
None
52.72K

BERKLEY W R CORP

SOLE
COM
Shares67.37K
TypeSH
Market value$4.47M
2.89%
Sole
0.00
Shared
0.00
None
67.37K

HERSHEY CO

SOLE
COM
Shares15.77K
TypeSH
Market value$3.28M
2.12%
Sole
0.00
Shared
0.00
None
15.77K

AMAZON COM INC

SOLE
COM
Shares14.67K
TypeSH
Market value$3.05M
1.98%
Sole
0.00
Shared
0.00
None
14.67K

VISA INC

SOLE
COM CL A
Shares10.03K
TypeSH
Market value$3.03M
1.96%
Sole
0.00
Shared
0.00
None
10.03K

LOEWS CORP

SOLE
COM
Shares27.88K
TypeSH
Market value$2.98M
1.93%
Sole
0.00
Shared
0.00
None
27.88K

BROADCOM INC

SOLE
COM
Shares9.59K
TypeSH
Market value$2.97M
1.92%
Sole
0.00
Shared
0.00
None
9.59K

EQT CORP

SOLE
COM
Shares43.95K
TypeSH
Market value$2.80M
1.81%
Sole
0.00
Shared
0.00
None
43.95K

DOLLAR GEN CORP

SOLE
COM
Shares22.53K
TypeSH
Market value$2.68M
1.73%
Sole
0.00
Shared
0.00
None
22.53K

COCA COLA CO

SOLE
COM
Shares33K
TypeSH
Market value$2.51M
1.62%
Sole
0.00
Shared
0.00
None
33K

ELI LILLY & CO

SOLE
COM
Shares2.73K
TypeSH
Market value$2.51M
1.62%
Sole
0.00
Shared
0.00
None
2.73K

APPLE INC

SOLE
COM
Shares9.55K
TypeSH
Market value$2.42M
1.57%
Sole
0.00
Shared
0.00
None
9.55K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares1.83K
TypeSH
Market value$2.42M
1.57%
Sole
0.00
Shared
0.00
None
1.83K

ARCH CAP GROUP LTD

SOLE
ORD
Shares25.12K
TypeSH
Market value$2.41M
1.56%
Sole
0.00
Shared
0.00
None
25.12K

ALPHABET INC

SOLE
CAP STK CL A
Shares7.96K
TypeSH
Market value$2.29M
1.48%
Sole
0.00
Shared
0.00
None
7.96K

CME GROUP INC

SOLE
COM
Shares7.65K
TypeSH
Market value$2.26M
1.46%
Sole
0.00
Shared
0.00
None
7.65K

NVIDIA CORPORATION

SOLE
COM
Shares12.79K
TypeSH
Market value$2.23M
1.44%
Sole
0.00
Shared
0.00
None
12.79K

ISHARES TR

SOLE
US SML CAP EQT
Shares29.48K
TypeSH
Market value$2.23M
1.44%
Sole
0.00
Shared
0.00
None
29.48K
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