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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 21 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BBDC BARINGS BDC INC COM Financial Services 1,817.0 $15K 0.01% NEW $8.52 +10.6%
402 WALLER CNTY TEX MUN 4 35GO UTX DUE 09/01/35 15,000.0 $15K 0.01% NEW $1.01
403 THE GOLDMAN SACH 5 25 26 DUE 09/15/26 15,000.0 $15K 0.01% NEW $1.00
404 JEFFERIES FINL G 4 85 27 DUE 01/15/27 15,000.0 $15K 0.01% NEW $1.00
405 THE TORONTO-DO5 532 26F DUE 07/17/26 15,000.0 $15K 0.01% NEW $1.00
406 PORT FREEPORT T 4 125 32PA TRAN DUE 06/01/32OID 15,000.0 $15K 0.01% NEW $1.00
407 UNIVERSITY N C WILM 4 34STHG EDUC DUE 06/01/34XTRO 15,000.0 $15K 0.01% NEW $1.00
408 UNIVERSITY OKLA R 2 9 26PUB EDUC DUE 07/01/26TAXBL 15,000.0 $15K 0.01% NEW $1.00
409 TOPEKA KANS 2 27DB UTX DUE 08/15/27 15,000.0 $15K 0.01% NEW $0.98
410 EMR EMERSON ELECTRIC CO Industrials 103.0 $15K 0.01% NEW $143.15 +10.1%
411 KANSAS ST DEV FIN A 3 33PUB EDUC DUE 03/01/33OID XTRO 15,000.0 $15K 0.01% NEW $0.98
412 NEW ORLEANS LA 3 32GO UTX DUE 12/01/32 15,000.0 $15K 0.01% NEW $0.98
413 KANSAS ST DEV F 3 125 35PUB EDUC DUE 03/01/35OID XTRO 15,000.0 $15K 0.01% NEW $0.97
414 GE GE AEROSPACE COM NEW Industrials 39.0 $15K 0.01% NEW $373.72 -4.7%
415 GD GENERAL DYNAMICS CORP COM Industrials 41.0 $15K 0.01% NEW $354.24 +10.8%
416 SMLV SPDR SERIES TRUST STATE STREET US SMALL CAP LOW VOLATILITY INDEX ETF 91.0 $14K 0.01% NEW $157.14 +1.6%
417 THE GOLDMAN SACHS G 2 28 DUE 05/17/28 15,000.0 $14K 0.01% NEW $0.95
418 ILLINOIS HSG DEV 1 4 29SING HSG DUE 10/01/29XTRO 15,000.0 $14K 0.01% NEW $0.94
419 WELLS FARGO BANK 3 75 26CD FDIC INS DUE 08/21/26US 14,000.0 $14K 0.01% NEW $1.00
420 MORGAN STANLEY F STEP 29 DUE 10/29/29MULTI STEP CPN 15,000.0 $14K 0.01% NEW $0.92
Page 21 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%