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Portfolio (Quarterly) Guide ↗

Eley Financial Management, Inc

· CIK 0001965267
13F Portfolio $309M AUM 72 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 33 Added 18 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL AppleComputerInc Technology 30,678.0 $8.9M 2.88% -1K -3.6% $289.36 +12.4%
2 CMI CumminsInc Industrials 11,564.0 $8.2M 2.67% -3K -20.8% $713.18 -22.7%
3 EMXC ISHARESINC 74,790.0 $7.7M 2.48% -4K -5.1% $102.30 -4.2%
4 GOOG AlphabetIncClassC 18,047.0 $6.4M 2.06% -5K -20.6% $353.33
5 AVGO BroadcomInc Technology 14,530.0 $5.5M 1.78% -4K -21.1% $377.75 -2.1%
6 URI UnitedRentalsInc Industrials 4,532.0 $5.1M 1.66% -23.0 -0.5% $1132.89 -12.6%
7 COST CostcoCompaniesInc Consumer Defensive 5,062.0 $4.7M 1.53% -28.0 -0.6% $935.38 +0.5%
8 FTEC FIDELITYCOVINGTONTRUST 14,748.0 $4.2M 1.36% -849.0 -5.4% $285.58 -0.7%
9 GOOGL AlphabetIncClassA Communication Services 10,289.0 $3.7M 1.19% -1K -9.5% $357.37 -6.3%
10 VRT VERTIVHOLDINGSCO Industrials 8,850.0 $3.0M 0.96% -11K -55.0% $334.82 -23.5%
11 JPM JPMorganChase&Co Financial Services 7,726.0 $2.5M 0.82% -238.0 -3.0% $327.33 +8.4%
12 MCK MckessonCorp. Healthcare 3,167.0 $2.4M 0.78% -23.0 -0.7% $755.60 +20.0%
13 CF CFIndustriesHoldings,Inc Basic Materials 13,661.0 $1.5M 0.48% -103.0 -0.8% $108.26 +25.3%
14 SCHA SCHWABSTRATEGICTR 34,075.0 $1.2M 0.40% -973.0 -2.8% $36.13 -6.6%
15 SCHM SCHWABSTRATEGICTR 24,077.0 $888K 0.29% -360.0 -1.5% $36.87 -4.6%
16 XJR ISHARESTR 13,203.0 $696K 0.23% -428.0 -3.1% $52.75 -4.6%
17 ACN AccentureLTD Technology 4,869.0 $606K 0.20% -434.0 -8.2% $124.43 +51.2%
18 ESGE ISHARESINC 4,398.0 $241K 0.08% -287.0 -6.1% $54.69 -1.5%

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 30.8%
Industrials 19.3%
Healthcare 11.2%
Consumer Cyclical 10.2%
Financial Services 9.1%
Consumer Defensive 6.1%
Communication Services 5.4%
Utilities 4.4%
Energy 2.2%
Basic Materials 1.3%