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Portfolio (Quarterly) Guide ↗

Elm Partners Management LLC

· CIK 0001743941
13F Portfolio $2.2B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 154 New
Page 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXUS VANGUARD STAR FDS 18,391.0 $1.4M 0.06% NEW $75.44 +12.0%
62 JPM JPMORGAN CHASE & CO. Financial Services 4,114.0 $1.3M 0.06% NEW $322.24 -4.9%
63 AVGO BROADCOM INC Technology 3,600.0 $1.2M 0.06% NEW $346.06 +19.7%
64 LRCX LAM RESEARCH CORP Technology 7,250.0 $1.2M 0.06% NEW $171.18 +78.4%
65 XLI SELECT SECTOR SPDR TR 7,789.0 $1.2M 0.06% NEW $155.12 +10.7%
66 VUG VANGUARD INDEX FDS 2,414.0 $1.2M 0.05% NEW $487.92 -82.1%
67 IEFA ISHARES TR 12,848.0 $1.1M 0.05% NEW $89.46 +8.7%
68 DUK DUKE ENERGY CORP NEW Utilities 9,254.0 $1.1M 0.05% NEW $117.21 +7.2%
69 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 27,600.0 $1.1M 0.05% NEW $38.73 -13.4%
70 BERKSHIRE HATHAWAY INC DEL 2,110.0 $1.1M 0.05% NEW $502.73
71 ABBV ABBVIE INC Healthcare 4,585.0 $1.0M 0.05% NEW $228.49 -5.6%
72 SCHA SCHWAB STRATEGIC TR 35,815.0 $1.0M 0.05% NEW $28.48 +17.0%
73 AMZN AMAZON COM INC Consumer Cyclical 4,399.0 $1.0M 0.05% NEW $230.83 +15.4%
74 COST COSTCO WHSL CORP NEW Consumer Defensive 1,154.0 $995K 0.04% NEW $862.34 +19.2%
75 VIG VANGUARD SPECIALIZED FUNDS 4,521.0 $994K 0.04% NEW $219.77 +6.1%
76 NFLX NETFLIX INC Communication Services 9,763.0 $915K 0.04% NEW $93.76 -5.5%
77 META META PLATFORMS INC Communication Services 1,319.0 $870K 0.04% NEW $659.88 -7.5%
78 IWF ISHARES TR 1,689.0 $800K 0.04% NEW $473.36 -73.6%
79 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,008.0 $798K 0.04% NEW $397.65 -25.2%
80 D DOMINION ENERGY INC Utilities 13,078.0 $766K 0.04% NEW $58.59 +15.5%
Page 4 of 8  ·  154 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
Technology 51.6%
Financial Services 15.6%
Healthcare 8.7%
Industrials 6.8%
Communication Services 6.6%
Utilities 3.4%
Consumer Cyclical 3.0%
Consumer Defensive 2.3%
Energy 1.1%
Real Estate 0.6%