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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 22 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES 200.0 $13K 0.01% NEW $67.24 -1.7%
422 FORTINET, INC 2 2 31 DUE 03/15/31 15,000.0 $13K 0.01% NEW $0.89
423 SCHG SCHWAB U S LARGE-CAP GROWTH ETF 392.0 $13K 0.01% NEW $33.84 +4.8%
424 CITIGROUP INC 2 32 DUE 08/18/32 15,000.0 $13K 0.01% NEW $0.85
425 SFM SPROUTS FMRS MKT INC Consumer Defensive 150.0 $13K 0.01% NEW $84.58 -6.2%
426 BAC BANK AMERICA CORP COM Financial Services 222.0 $13K 0.01% NEW $56.98 +10.9%
427 FCX FREEPORT-MCMORAN INC COM USD0 10 Basic Materials 200.0 $13K 0.01% NEW $62.89 +9.9%
428 FRANKLIN RESOURCE 1 6 30 DUE 10/30/30 14,000.0 $12K 0.01% NEW $0.88
429 APPALACHIAN ST 3 375 32PUB EDUC DUE 07/15/32OID 12,000.0 $12K 0.01% NEW $1.00
430 SPGI S&P GLOBAL INC COM Financial Services 29.0 $12K 0.01% NEW $407.28 +4.8%
431 BLSH BULLISH F Technology 500.0 $12K 0.01% NEW $23.43 +14.9%
432 NEW YORK N Y CIT 3 05 49MULT HSG DUE 11/01/49XTRO 15,000.0 $11K 0.01% NEW $0.76
433 ANNALY CAPITAL MANAGEMENT INC COM NEW 500.0 $11K 0.01% NEW $22.36
434 RIVERNORTH OPPTY 6 PFDPFD SER A 500.0 $11K 0.01% NEW $22.25
435 FSK FS KKR CAP CORP COM Financial Services 1,056.0 $11K 0.01% NEW $10.50 +14.9%
436 ONEOK, INC 5 65 28 DUE 11/01/28 10,000.0 $10K 0.00% NEW $1.02
437 ALBANY-DOUGHERTY GA 4 32STHG EDUC DUE 06/01/32XTRO 10,000.0 $10K 0.00% NEW $1.02
438 CLINTON OKLA PUB WK 4 34LEAS SCH DUE 10/01/34OID XTRO 10,000.0 $10K 0.00% NEW $1.02
439 THE WILLIAMS COMP 5 3 28 DUE 08/15/28 10,000.0 $10K 0.00% NEW $1.01
440 THE GOLDMAN SACHS G 5 30 DUE 11/15/30 10,000.0 $10K 0.00% NEW $1.01
Page 22 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%