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Portfolio (Quarterly) Guide ↗

Eley Financial Management, Inc

· CIK 0001965267
13F Portfolio $277M AUM 69 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 28 Added 14 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARESTR 37,988.0 $24.8M 8.96% -1K -3.5% $653.20 +15.1%
2 CMI CumminsInc Industrials 14,600.0 $7.9M 2.83% -297.0 -2.0% $538.00 +30.1%
3 NVDA NvidiaCorp Technology 42,565.0 $7.4M 2.68% -1K -3.1% $174.40 +18.9%
4 GOOG AlphabetIncClassC Communication Services 22,725.0 $6.5M 2.35% -202.0 -0.9% $286.86 +29.4%
5 VGT VANGUARDWORLDFDS 7,461.0 $5.2M 1.88% -258.0 -3.3% $697.72 -83.1%
6 VRT VERTIVHOLDINGSCO Industrials 19,673.0 $4.9M 1.78% -250.0 -1.2% $250.58 +24.5%
7 GOOGL AlphabetIncClassA Communication Services 11,364.0 $3.3M 1.18% -527.0 -4.4% $287.56 +29.8%
8 MCK MckessonCorp. Healthcare 3,190.0 $2.8M 1.00% -22.0 -0.7% $865.36 -9.2%
9 KLAC KLACorp Technology 1,859.0 $2.7M 0.99% -54.0 -2.8% $1472.41 -83.9%
10 JPM JPMorganChase&Co Financial Services 7,964.0 $2.3M 0.85% -166.0 -2.0% $294.16 +12.6%
11 ACN AccentureLTD Technology 5,303.0 $1.1M 0.38% -8K -61.5% $198.28 -16.5%
12 SCHA SCHWABSTRATEGICTR 35,048.0 $1.0M 0.37% -220.0 -0.6% $29.08 +19.7%
13 SCHM SCHWABSTRATEGICTR 24,437.0 $757K 0.27% -226.0 -0.9% $30.96 +16.3%
14 FDIS FIDELITYCOVINGTONTRUST 4,374.0 $408K 0.15% -77.0 -1.7% $93.26 +10.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Industrials 18.5%
Healthcare 11.0%
Communication Services 11.0%
Consumer Cyclical 9.3%
Financial Services 8.2%
Consumer Defensive 6.3%
Utilities 4.1%
Energy 2.7%
Basic Materials 1.6%