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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 20 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PUBLIC STORAG 5 05 PFDPFD SER G 1,000.0 $20K 0.01% NEW $19.52
382 KO THE COCA-COLA CO Consumer Defensive 240.0 $20K 0.01% NEW $81.27 +11.2%
383 NEE NEXTERA ENERGY INC COM USD0 01 Utilities 219.0 $19K 0.01% NEW $87.77 -2.1%
384 UNIVERSITY HAWAI 3 65 31PUB EDUC DUE 10/01/31XTRO TAXBL 20,000.0 $19K 0.01% NEW $0.96
385 THE GOLDMAN SACHS G 2 28 DUE 12/15/28 20,000.0 $19K 0.01% NEW $0.94
386 ITW ILLINOIS TOOL WORKS INC COM Industrials 69.0 $19K 0.01% NEW $270.46 +5.1%
387 AOR ISHARES TRUST CORE 60/40 BALANCED ALLOCATION ETF 264.0 $18K 0.01% NEW $69.50 +0.6%
388 BLK BLACKROCK INC COM Financial Services 19.0 $18K 0.01% NEW $961.58 +20.5%
389 AXP AMERICAN EXPRESS CO COM USD0 20 Financial Services 53.0 $18K 0.01% NEW $338.25 +0.5%
390 SPACE EX TECH SPACEX CLASS A 103.0 $18K 0.01% NEW $170.86
391 RIVERNORTH/DO 4 75 PFDPFD SER B 1,000.0 $17K 0.01% NEW $17.45
392 T AT&T INC Communication Services 834.0 $17K 0.01% NEW $20.70 +21.4%
393 NTNL RURAL UTILI 1 35 31 DUE 03/15/31 20,000.0 $17K 0.01% NEW $0.86
394 IVE ISHARES S&P 500 VALUE ETF 74.0 $17K 0.01% NEW $228.09 +4.5%
395 PFE PFIZER INC Healthcare 700.0 $17K 0.01% NEW $24.08 +17.3%
396 IBHH ISHARES IBONDS 2028 TERMHIGH YIELD AND INCOME ETF 700.0 $16K 0.01% NEW $23.50 -0.5%
397 IAGG ISHARES INTL AGGREGATE BOND 321.0 $16K 0.01% NEW $50.56 -1.4%
398 SDY SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF 105.0 $16K 0.01% NEW $152.18 +4.5%
399 VB VANGUARD SMALL-CAP INDEX FUND 52.0 $16K 0.01% NEW $303.90 +0.7%
400 AVONDALE MICH SCH D 4 32GO UTX DUE 05/01/32 15,000.0 $16K 0.01% NEW $1.04
Page 20 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%