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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
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UnionPacificCorp Industrials 20,713.0 $5.0M 1.81% +147.0 +0.7% $242.61 +7.8%
22 IJS ISHARESTR 41,841.0 $5.0M 1.79% $118.45 +12.9%
23 IEFA ISHARESTR 54,607.0 $4.9M 1.78% +1K +2.8% $90.53 +8.2%
24 VRT VERTIVHOLDINGSCO Industrials 19,673.0 $4.9M 1.78% -250.0 -1.2% $250.58 +25.2%
25 DTE DetroitEdison Utilities 31,743.0 $4.6M 1.68% +251.0 +0.8% $146.22 +1.3%
26 IGSB ISHARESTR 74,422.0 $3.9M 1.41% NEW $52.56 -0.4%
27 IJR ISHARESTR 30,451.0 $3.8M 1.37% +440.0 +1.5% $124.31 +15.0%
28 URI UnitedRentalsInc Industrials 4,555.0 $3.3M 1.20% NEW $728.56 +46.4%
29 GOOGL AlphabetIncClassA Communication Services 11,364.0 $3.3M 1.18% -527.0 -4.4% $287.56 +26.5%
30 FTEC FIDELITYCOVINGTONTRUST 15,597.0 $3.2M 1.17% +229.0 +1.5% $208.05 +36.3%
31 MA MASTERCARDINCORPORATED Financial Services 5,643.0 $2.8M 1.02% $499.66 +0.2%
32 DSI ISHARESTR 23,139.0 $2.8M 1.01% +424.0 +1.9% $121.19 +17.2%
33 MCK MckessonCorp. Healthcare 3,190.0 $2.8M 1.00% -22.0 -0.7% $865.36 -10.6%
34 KLAC KLACorp Technology 1,859.0 $2.7M 0.99% -54.0 -2.8% $1472.41 -83.4%
35 EAGG ISHARESTR 54,409.0 $2.6M 0.93% $47.55 -0.3%
36 JPM JPMorganChase&Co Financial Services 7,964.0 $2.3M 0.85% -166.0 -2.0% $294.16 +14.2%
37 FBND FIDELITYMERRIMACKSTRTR 45,864.0 $2.1M 0.76% +537.0 +1.2% $45.62 +0.1%
38 AMP AmeripriseFinancialInc Financial Services 4,325.0 $1.9M 0.69% +33.0 +0.8% $444.40 +6.4%
39 MRK Merck&Co.Inc. Healthcare 15,938.0 $1.9M 0.69% +192.0 +1.2% $120.29 -4.1%
40 BND VANGUARDBDINDEXFDS 24,529.0 $1.8M 0.65% $73.64 -0.3%
Page 2 of 4  ·  69 positions

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%