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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 8 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMUS T-MOBILE US INC Communication Services 641.0 $108K 0.04% NEW $167.73 +8.7%
142 GABELLI DIVID 4 25 PFDPFD SER K 6,114.0 $106K 0.04% NEW $17.40
143 VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES 657.0 $103K 0.04% NEW $156.95 +2.4%
144 3M CO 2 375 29 DUE 08/26/29 110,000.0 $103K 0.04% NEW $0.94
145 INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 2,503.0 $103K 0.04% NEW $40.96 +4.8%
146 SAN FELIPE DEL RIO 4 32GO UTX DUE 08/15/32 100,000.0 $101K 0.04% NEW $1.01
147 NEW YORK ST DOR 4 625 27POOL EDR DUE 06/01/27OID XTRO 100,000.0 $100K 0.04% NEW $1.00
148 HARRIS CNTY TEX HOS 4 31DIST HLTH DUE 02/15/31 100,000.0 $100K 0.04% NEW $1.00
149 CLINTON OKLA PUB WK 4 34COMB TAX DUE 12/01/34XTRO BUILD AMERICA MUTUA 100,000.0 $100K 0.04% NEW $1.00
150 JOHNSON CNTY KA 3 625 34MUNI BLDG DUE 09/01/34OID XTRO 100,000.0 $100K 0.04% NEW $1.00
151 PORT FREEPORT T 4 125 31PA TRAN DUE 06/01/31OID 100,000.0 $100K 0.04% NEW $1.00
152 KAUFMAN CNTY TEX MU 4 35GO UTX DUE 09/01/35OID 100,000.0 $100K 0.04% NEW $1.00
153 DALLAS TEX HOTEL OC 4 35SERV TAX DUE 08/15/35 100,000.0 $100K 0.04% NEW $1.00
154 NEW YORK TRANSN DEV 4 35AIR TRAN DUE 07/01/35XTRO 100,000.0 $100K 0.04% NEW $1.00
155 AURORA ILL 3 125 32GO UTX DUE 12/30/32OID 100,000.0 $100K 0.04% NEW $1.00
156 ARLINGTON TEX HIGHE 4 39CHAR EDUC DUE 08/15/39OID XTRO 100,000.0 $100K 0.04% NEW $1.00
157 RAMAPO N Y LOC DEV 5 41REV LTX DUE 03/15/41 100,000.0 $100K 0.04% NEW $1.00
158 PHILLIPS 66 4 65 34 DUE 11/15/34 100,000.0 $96K 0.04% NEW $0.96
159 TVC TVA VAR 06/01/ 2 134 PFD DUE 06/01/28SUBJ TO XTRO REDEMPTION Financial Services 4,037.0 $96K 0.04% NEW $23.86 +1.0%
160 TRANSCANADA PI4 625 34F DUE 03/01/34 100,000.0 $96K 0.04% NEW $0.96
Page 8 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%