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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 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARESTR 266,209.0 $26.4M 9.54% +6K +2.2% $99.27 -0.2%
2 IVV ISHARESTR 37,988.0 $24.8M 8.96% -1K -3.5% $653.20 +15.5%
3 IJH ISHARESTR 250,529.0 $16.9M 6.11% +1K +0.5% $67.53 +13.0%
4 IEI ISHARESTR 102,356.0 $12.1M 4.38% $118.60 -0.9%
5 IGLB ISHARESTR 210,023.0 $10.4M 3.76% +4K +2.1% $49.63 +1.0%
6 SHY ISHARESTR 100,280.0 $8.3M 2.99% +3K +2.6% $82.57 -0.5%
7 AAPL AppleComputerInc Technology 31,838.0 $8.1M 2.92% $253.79 +18.0%
8 CMI CumminsInc Industrials 14,600.0 $7.9M 2.83% -297.0 -2.0% $538.00 +30.4%
9 NVDA NvidiaCorp Technology 42,565.0 $7.4M 2.68% -1K -3.1% $174.40 +19.9%
10 GOOG AlphabetIncClassC Communication Services 22,725.0 $6.5M 2.35% -202.0 -0.9% $286.86 +28.3%
11 EMXC ISHARESINC 78,779.0 $6.2M 2.24% +2K +2.4% $78.66 +29.6%
12 MSFT MicrosoftCorp. Technology 16,332.0 $6.0M 2.18% $370.17 +5.8%
13 AVGO BroadcomInc Technology 18,406.0 $5.7M 2.06% $309.51 +22.5%
14 AMZN AmazonComInc Consumer Cyclical 26,739.0 $5.6M 2.01% $208.27 +18.1%
15 JNJ Johnson&Johnson Healthcare 22,504.0 $5.5M 1.99% $244.43 -3.8%
16 FENY FIDELITYCOVINGTONTRUST 161,414.0 $5.5M 1.98% $34.02 -9.9%
17 IUSV ISHARESTR 51,500.0 $5.3M 1.90% +815.0 +1.6% $102.25 +8.8%
18 VGT VANGUARDWORLDFDS 7,461.0 $5.2M 1.88% -258.0 -3.3% $697.72 -83.0%
19 COST CostcoCompaniesInc Consumer Defensive 5,090.0 $5.1M 1.83% $996.33 -1.0%
20 LOW Lowes Consumer Cyclical 21,444.0 $5.1M 1.83% $236.27 -5.5%
Page 1 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%