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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 6 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LNT ALLIANT ENERGY CORP Utilities 2,388.0 $182K 0.08% NEW $76.29 -8.0%
102 COST COSTCO WHSL CORP NEW Consumer Defensive 194.0 $181K 0.08% NEW $935.47 +2.4%
103 AMLP ALERIAN MLP ETF 3,483.0 $181K 0.08% NEW $51.85 +6.1%
104 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 2,059.0 $181K 0.08% NEW $87.70 +7.2%
105 GAMCO INVESTORS, 5 PFDPFD SER G 9,000.0 $180K 0.08% NEW $19.99
106 VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 723.0 $176K 0.07% NEW $242.94 +2.8%
107 CWI STATE STREET SPDR MSCI ACWI EX-US ETF 4,200.0 $171K 0.07% NEW $40.67 +1.3%
108 CSCO CISCO SYSTEMS INC Technology 1,437.0 $169K 0.07% NEW $117.50 -5.3%
109 GSIE GOLDMAN SACHS ACTIVEBETAINTERNATIONAL EQUITY ETF 3,068.0 $169K 0.07% NEW $54.96 -12.8%
110 CWB SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF 1,551.0 $167K 0.07% NEW $107.81 -3.7%
111 IBHG ISHARES IBONDS 2027 TERMHIGH YIELD AND INCOME ETF 7,554.0 $167K 0.07% NEW $22.08 -0.4%
112 LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS 1,500.0 $166K 0.07% NEW $110.60
113 UNP UNION PAC CORP COM Industrials 600.0 $163K 0.07% NEW $272.00 +10.8%
114 THE GABELLI 5 125 PFDPFD SER G 8,000.0 $160K 0.07% NEW $19.97
115 EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 2,072.0 $156K 0.07% NEW $75.27 -0.8%
116 GM GENERAL MTRS CO Consumer Cyclical 1,989.0 $153K 0.07% NEW $77.08 +9.8%
117 METROPOLITAN TRANSN 4 36COMB TRAN DUE 11/15/36XTRO 150,000.0 $150K 0.06% NEW $1.00
118 LLY ELI LILLY AND CO Healthcare 123.0 $148K 0.06% NEW $1199.43 +7.1%
119 BANK NOVA SCOTI5 25 28F DUE 06/12/28 145,000.0 $147K 0.06% NEW $1.02
120 ARLINGTON TEX HIGHE 4 44CHAR EDUC DUE 08/15/44OID XTRO 150,000.0 $145K 0.06% NEW $0.97
Page 6 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%