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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 25 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JPMORGAN CHASE & 1 6 30 DUE 12/23/30 10,000.0 $9K 0.00% NEW $0.88
482 SERVICENOW, INC 1 4 30 DUE 09/01/30 10,000.0 $9K 0.00% NEW $0.88
483 PROLOGIS, L P 1 25 30 DUE 10/15/30 10,000.0 $9K 0.00% NEW $0.87
484 OKLAHOMA AGRIC 4 347 47PUB EDUC DUE 08/01/47TAXBL 10,000.0 $9K 0.00% NEW $0.86
485 AMT AMERICAN TOWER CORP NEW COM Real Estate 50.0 $8K 0.00% NEW $164.46 +5.7%
486 BARCLAYS BANK PLC 4 26F DUE 10/15/26 8,000.0 $8K 0.00% NEW $1.00
487 EWX SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 84.0 $6K 0.00% NEW $74.31 -3.7%
488 IWS ISHARES RUSSELL MID-CAP VALUE ETF 37.0 $6K 0.00% NEW $164.59 +4.8%
489 HIGHLAND OPR 5 375 PFDPFD SER A 372.0 $6K 0.00% NEW $16.32
490 CITIGROUP INC 2 31 DUE 10/16/31 6,000.0 $5K 0.00% NEW $0.87
491 COBB CNTY GA DEV AU 4 30STHG EDUC DUE 07/15/30XTRO 5,000.0 $5K 0.00% NEW $1.03
492 ACN ACCENTURE PLC Technology 41.0 $5K 0.00% NEW $124.85 +47.5%
493 AMGEN INC 5 15 28 DUE 03/02/28 5,000.0 $5K 0.00% NEW $1.01
494 ENBRIDGE INC 4 25 26F DUE 12/01/26 5,000.0 $5K 0.00% NEW $1.00
495 HARNETT CNTY N C 3 5 36SPLO DUE 06/01/36OID 5,000.0 $5K 0.00% NEW $1.00
496 LAVACA-NAVIDAD R 3 25 28WRSR UTIL DUE 08/01/28OID 5,000.0 $5K 0.00% NEW $1.00
497 TEXAS WOMANS UNIV R 4 34CALLED @100 EFF: 07/01/2026 5,000.0 $5K 0.00% NEW $1.00
498 HARRIS CNTY TEX M 2 5 26GO UTX DUE 09/01/26OID HARRIS CNTY TEX MUN 5,000.0 $5K 0.00% NEW $1.00
499 FORT BEND CNTY 3 125 29GO UTX DUE 09/01/29OID ASSURED GUARANTY MUN 5,000.0 $5K 0.00% NEW $1.00
500 CVX CHEVRON CORP NEW Energy 30.0 $5K 0.00% NEW $165.77 +24.7%
Page 25 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%