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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 24 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SEDGWICK CNTY KANS 3 34GO UTX DUE 11/01/34 10,000.0 $10K 0.00% NEW $0.97
462 NORTH CAROLINA CENT 3 34PUB EDUC DUE 10/01/34OID 10,000.0 $10K 0.00% NEW $0.97
463 GREENSBORO N C L 1 67 28REV UTX DUE 04/01/28TAXBL 10,000.0 $10K 0.00% NEW $0.96
464 CALIFORNIA ST 4 988 39GO UTX DUE 04/01/39XTRO TAXBL 10,000.0 $10K 0.00% NEW $0.95
465 GENERAL ELEC CAP CO 4 32 DUE 07/15/32 10,000.0 $9K 0.00% NEW $0.95
466 LOWE'S COMPANIES, 1 3 28 DUE 04/15/28 10,000.0 $9K 0.00% NEW $0.94
467 EASTERN GAS TRANSMI 3 29 DUE 11/15/29 10,000.0 $9K 0.00% NEW $0.94
468 EOG EOG RESOURCES INC Energy 72.0 $9K 0.00% NEW $130.60 +14.5%
469 JPMORGAN CHASE & CO 2 28 DUE 12/24/28 10,000.0 $9K 0.00% NEW $0.94
470 WILMINGTON N C L 1 88 29FAC REC DUE 06/01/29TAXBL 10,000.0 $9K 0.00% NEW $0.93
471 WASTE MANAGEMENT, I 2 29 DUE 06/01/29 10,000.0 $9K 0.00% NEW $0.93
472 BUNCOMBE CNTY N C 2 4 30REV LTX DUE 06/01/30TAXBL 10,000.0 $9K 0.00% NEW $0.93
473 TENNESSEE HSG DE 1 95 30SING HSG DUE 07/01/30XTRO 10,000.0 $9K 0.00% NEW $0.93
474 CITIZENS FINL GRO 2 5 30 DUE 02/06/30 10,000.0 $9K 0.00% NEW $0.92
475 CITIGROUP INC 3 31 DUE 08/30/31 10,000.0 $9K 0.00% NEW $0.92
476 WELLS FARGO & CO STEP 29 DUE 10/31/29MULTI STEP CPN 10,000.0 $9K 0.00% NEW $0.91
477 SOFI BANK, NTNL A 3 9 26CD FDIC INS DUE 09/14/26US 9,000.0 $9K 0.00% NEW $1.00
478 THE BANK OF NEW Y 3 7 26CD FDIC INS DUE 12/29/26US 9,000.0 $9K 0.00% NEW $1.00
479 HELMERICH & PAYNE 2 9 31 DUE 09/29/31 10,000.0 $9K 0.00% NEW $0.89
480 MO ALTRIA GROUP INC Consumer Defensive 122.0 $9K 0.00% NEW $71.92 -8.2%
Page 24 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%