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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 23 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CANADIAN IMPER5 001 28F DUE 04/28/28 10,000.0 $10K 0.00% NEW $1.01
442 OKLAHOMA ST UNIV AG 4 39PUB EDUC DUE 09/01/39 10,000.0 $10K 0.00% NEW $1.01
443 PHILLIPS 66 CO 4 95 27 DUE 12/01/27 10,000.0 $10K 0.00% NEW $1.01
444 OK DFA LSE 4 28IMPT EDUC DUE 06/01/28XTRO 10,000.0 $10K 0.00% NEW $1.00
445 FULTON CNTY GA DEV 4 31SYST HLTH DUE 07/01/31 10,000.0 $10K 0.00% NEW $1.00
446 RAMAPO N Y LOC DEV 5 28REV LTX DUE 03/15/28 10,000.0 $10K 0.00% NEW $1.00
447 WELLS FARGO BANK 4 05 27CD FDIC INS DUE 03/29/27US 10,000.0 $10K 0.00% NEW $1.00
448 FORSYTH MONT POLL 3 9 31ELEC PCR DUE 03/01/31XTRO 10,000.0 $10K 0.00% NEW $1.00
449 WESTERN CAROLINA UN 4 39STHG EDUC DUE 06/01/39XTRO 10,000.0 $10K 0.00% NEW $1.00
450 CHENIERE CORPUS 5 125 27 DUE 06/30/27 10,000.0 $10K 0.00% NEW $1.00
451 FORD MOTOR CO 4 346 26 DUE 12/08/26 10,000.0 $10K 0.00% NEW $1.00
452 FORT BEND CNTY TEX 3 28GO UTX DUE 09/01/28OID BUILD AMERICA MUTUAL 10,000.0 $10K 0.00% NEW $1.00
453 THE GOLDMAN SACHS G 1 26 DUE 08/17/26 10,000.0 $10K 0.00% NEW $1.00
454 OKLAHOMA ST WTR 3 125 34POOL AUTH DUE 04/01/34OID XTRO 10,000.0 $10K 0.00% NEW $1.00
455 NEW ORLEANS LA 3 625 31GO UTX DUE 12/01/31OID 10,000.0 $10K 0.00% NEW $0.99
456 HIDALGO CNTY TE 4 044 30GO LTX DUE 08/15/30TAXBL 10,000.0 $10K 0.00% NEW $0.99
457 LYNWOOD CALIF HSG A 4 29MULT HSG DUE 09/01/29OID TAXBL 10,000.0 $10K 0.00% NEW $0.99
458 OTTAWA CNTY MICH 3 7 28GO LTX DUE 11/01/28OID TAXBL 10,000.0 $10K 0.00% NEW $0.99
459 COLUMBUS CNTY N C 3 5 35WRSR UTIL DUE 06/01/35OID 10,000.0 $10K 0.00% NEW $0.98
460 AXIS SPECIALTY FI 3 9 29 DUE 07/15/29 10,000.0 $10K 0.00% NEW $0.97
Page 23 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%