Elevation-Point-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
527
Total Value
1114719655
Accession Number
0001767151-25-000003
Form Type
13F-HR
Manager Name
Elevation-Point-Wealth-Partners
Data Enrichment
89% identified
470 identified57 unidentified

Holdings

527 positions
Manager:
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Page 14 of 27
DESCARTES SYSTEMS GROUP INC
Shares:6.6K
Value:$670.2K
TRACTOR SUPPLY CO /DE/
Shares:12.1K
Value:$665.2K
CORPAY, INC.
Shares:1.9K
Value:$662.9K
AT&T INC.
Shares:23.3K
Value:$658.3K
92206C680
Shares:7.0K
Value:$652.7K
GoDaddy Inc.
Shares:3.6K
Value:$647.2K
464285204
Shares:10.9K
Value:$644.0K
RESMED INC
Shares:2.9K
Value:$642.9K
GENERAL DYNAMICS CORP
Shares:2.4K
Value:$640.9K
RIO TINTO PLC
Shares:10.7K
Value:$640.4K
EMCOR Group, Inc.
Shares:1.7K
Value:$637.6K
APTARGROUP, INC.
Shares:4.3K
Value:$637.0K
Nuveen Churchill Direct Lending Corp.
Shares:37.4K
Value:$634.5K
Crane Co
Shares:4.1K
Value:$626.7K
KROGER CO
Shares:9.2K
Value:$624.2K
Dell Technologies Inc.
Shares:6.8K
Value:$620.9K
INTERNATIONAL FLAVORS & FRAGRANCES INC
Shares:8.0K
Value:$618.6K
HOULIHAN LOKEY, INC.
Shares:3.8K
Value:$618.6K
Parker-Hannifin Corp
Shares:1.0K
Value:$616.4K
639057207
Shares:51.5K
Value:$614.3K