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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 14 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BRAZORIA CNTY TEX 1 5 30GO UTX DUE 09/01/30OID 50,000.0 $45K 0.02% NEW $0.91
262 L3HARRIS TECHNOLO 5 4 27 DUE 01/15/27 45,000.0 $45K 0.02% NEW $1.01
263 SAN JACINTO TEX R 4 5 27WTR UTIL DUE 10/01/27OID ASSURED GUARANTY MUN 45,000.0 $45K 0.02% NEW $1.00
264 DALLAS TEX WTRW 3 125 32WRSR UTIL DUE 10/01/32OID 45,000.0 $45K 0.02% NEW $1.00
265 FLORIDA HSG FIN COR 2 32SING HSG DUE 07/01/32XTRO 50,000.0 $45K 0.02% NEW $0.90
266 ORCL ORACLE CORP Technology 301.0 $44K 0.02% NEW $146.65 -3.1%
267 GREENSBORO N C 1 671 31PKG BLDG DUE 11/01/31TAXBL 50,000.0 $43K 0.02% NEW $0.87
268 FLORIDA HSG FIN 1 75 33SING HSG DUE 07/01/33XTRO 50,000.0 $43K 0.02% NEW $0.87
269 LAKES FRESH WTR SUP 2 33GO UTX DUE 09/01/33 50,000.0 $43K 0.02% NEW $0.85
270 PYZ INVESCO EXCHANGE-TRADED FUND TRUST INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF 336.0 $42K 0.02% NEW $126.01 -2.6%
271 MS MORGAN STANLEY Financial Services 202.0 $42K 0.02% NEW $209.04 -0.7%
272 VAN ALSTYNE TEX 2 36DB LTX DUE 02/15/36 50,000.0 $41K 0.02% NEW $0.83
273 OKLAHOMA DEV FIN AU 4 29IMPT EDUC DUE 06/01/29XTRO 40,000.0 $41K 0.02% NEW $1.03
274 ADI ANALOG DEVICES INC COM Technology 103.0 $41K 0.02% NEW $397.17 -6.8%
275 SAN ANTONIO TEX PUB 4 42CONV BLDG DUE 09/15/42OID XTRO 42,000.0 $41K 0.02% NEW $0.97
276 WEC ENERGY GROUP 5 15 27 DUE 10/01/27 40,000.0 $40K 0.02% NEW $1.01
277 JACKSON FINL INC 5 17 27 DUE 06/08/27 40,000.0 $40K 0.02% NEW $1.00
278 SEMPRA 5 4 26 DUE 08/01/26 40,000.0 $40K 0.02% NEW $1.00
279 XSLV INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 751.0 $39K 0.02% NEW $52.42 +1.2%
280 PUBLIC STORA 4 625 PFDPFD SER L 2,200.0 $39K 0.02% NEW $17.79
Page 14 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%