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Portfolio (Quarterly) Guide ↗

10Elms LLP

· CIK 0002056650
13F Portfolio $236M AUM 530 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 526 New
Page 13 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ABBV ABBVIE INC Healthcare 195.0 $49K 0.02% NEW $251.64 +4.0%
242 BP CAPITAL MAR3 723 28F DUE 11/28/28 50,000.0 $49K 0.02% NEW $0.98
243 ROCKETT TEX SPL U 3 1 30WTR UTIL DUE 07/10/30ASSURED GUARANTY MUN 50,000.0 $49K 0.02% NEW $0.98
244 CITIGROUP INC 3 27 DUE 12/31/27 50,000.0 $49K 0.02% NEW $0.98
245 VTWO VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES 400.0 $49K 0.02% NEW $121.42 -0.9%
246 JOHNSON CNTY KAN 2 25 29WTR UTIL DUE 07/01/29OID 50,000.0 $48K 0.02% NEW $0.97
247 OKLAHOMA DEV FI 4 851 45COMB IDR DUE 02/01/45TAXBL 50,000.0 $48K 0.02% NEW $0.97
248 BRIDGESTONE MUN UTI 3 33DB UTX DUE 05/01/33OID 50,000.0 $48K 0.02% NEW $0.96
249 RTX RTX CORP Industrials 251.0 $48K 0.02% NEW $189.73 +11.9%
250 GENERAL ELECTRIC CO 4 32 DUE 06/15/32 50,000.0 $47K 0.02% NEW $0.95
251 FORT BEND CNTY T 2 75 35GO UTX DUE 09/01/35OID 50,000.0 $47K 0.02% NEW $0.94
252 MIDWEST CITY OKL 4 25 38RTL IDR DUE 02/01/38XTRO TAXBL 50,000.0 $47K 0.02% NEW $0.94
253 SIMON PROPERTY G 2 45 29 DUE 09/13/29 50,000.0 $47K 0.02% NEW $0.94
254 PROVIDENCE ST 2 532 29 DUE 10/01/29 50,000.0 $47K 0.02% NEW $0.93
255 JOHNSTON CNTY N C 1 5 30GO UTX DUE 02/01/30 50,000.0 $46K 0.02% NEW $0.93
256 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 435.0 $46K 0.02% NEW $106.47 -0.1%
257 TULSA CNTY OKLA IND 4 29FAC BLDG DUE 02/01/29XTRO 45,000.0 $46K 0.02% NEW $1.02
258 NORTH CAROLINA H 1 45 30SING HSG DUE 01/01/30XTRO 50,000.0 $46K 0.02% NEW $0.92
259 THE GOLDMAN SACHS G 2 29 DUE 08/30/29 50,000.0 $46K 0.02% NEW $0.92
260 BRUSHY CREEK MUN 2 25 33GO UTX DUE 06/01/33OID 50,000.0 $46K 0.02% NEW $0.92
Page 13 of 27  ·  526 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
Financial Services 39.4%
Industrials 14.6%
Energy 11.4%
Technology 10.4%
Communication Services 8.9%
Consumer Cyclical 5.3%
Healthcare 4.6%
Consumer Defensive 3.3%
Utilities 1.6%
Basic Materials 0.5%