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Portfolio (Quarterly) Guide ↗

Elm Partners Management LLC

· CIK 0001743941
13F Portfolio $2.3B AUM 158 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 68 Added 33 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLV SELECT SECTOR SPDR TR 4,389.0 $631K 0.03% NEW $143.82 +4.2%
2 CVX CHEVRON CORPORATION Energy 1,354.0 $285K 0.01% NEW $210.76 -9.2%
3 VSS VANGUARD INTL EQUITY INDEX F 1,896.0 $268K 0.01% NEW $141.44 +12.7%
4 BSV VANGUARD BD INDEX FDS 3,341.0 $262K 0.01% NEW $78.30 -0.6%
5 SCHD SCHWAB STRATEGIC TR 8,008.0 $244K 0.01% NEW $30.48 +7.7%
6 KO COCA COLA CO Consumer Defensive 2,937.0 $224K 0.01% NEW $76.28 +6.8%
7 VGIT VANGUARD SCOTTSDALE FDS 3,712.0 $221K 0.01% NEW $59.43 -1.2%
8 EEM ISHARES TR 4,025.0 $220K 0.01% NEW $54.75 +20.3%
9 TJX TJX COS INC NEW Consumer Cyclical 1,413.0 $220K 0.01% NEW $155.75 +1.6%
10 KMI KINDER MORGAN INC DEL Energy 6,479.0 $218K 0.01% NEW $33.65 +0.4%
11 WFC WELLS FARGO & CO Financial Services 2,708.0 $208K 0.01% NEW $76.80 -0.5%

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
Technology 49.4%
Financial Services 13.7%
Industrials 9.3%
Healthcare 7.8%
Communication Services 5.9%
Utilities 4.0%
Consumer Defensive 3.3%
Consumer Cyclical 3.0%
Energy 2.3%
Real Estate 0.6%