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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
Page 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 7,223.0 $1.5M 0.07% +3K +59.8% $210.71 +10.6%
62 LRCX LAM RESEARCH CORP Technology 7,250.0 $1.4M 0.06% $199.93 +52.7%
63 VEU VANGUARD INTL EQUITY INDEX F 19,868.0 $1.4M 0.06% +11K +116.8% $72.75 +13.3%
64 VXUS VANGUARD STAR FDS 18,388.0 $1.4M 0.06% $74.63 +13.2%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,349.0 $1.3M 0.06% +195.0 +16.9% $996.46 +3.2%
66 DUK DUKE ENERGY CORP NEW Utilities 9,463.0 $1.2M 0.05% +209.0 +2.3% $131.71 -4.6%
67 BERKSHIRE HATHAWAY INC DEL 2,582.0 $1.2M 0.05% +472.0 +22.4% $474.72
68 JPM JPMORGAN CHASE & CO Financial Services 4,138.0 $1.2M 0.05% +24.0 +0.6% $283.79 +8.0%
69 IEFA ISHARES TR 12,848.0 $1.1M 0.05% $87.69 +10.9%
70 AVGO BROADCOM INC Technology 3,778.0 $1.1M 0.05% +178.0 +4.9% $293.37 +41.2%
71 FLCA FRANKLIN TEMPLETON ETF TR 22,616.0 $1.1M 0.05% -8K -26.5% $47.71 +9.7%
72 XOM EXXON MOBIL CORP Energy 5,991.0 $1.0M 0.04% +347.0 +6.2% $171.46 -9.6%
73 ABBV ABBVIE INC Healthcare 4,673.0 $996K 0.04% +88.0 +1.9% $213.12 +1.2%
74 IWM ISHARES TR 4,150.0 $994K 0.04% +1K +49.7% $239.61 +19.0%
75 AMZN AMAZON COM INC Consumer Cyclical 4,813.0 $967K 0.04% +414.0 +9.4% $200.96 +32.5%
76 D DOMINION ENERGY INC Utilities 13,078.0 $809K 0.04% $61.84 +9.4%
77 VDC VANGUARD WORLD FD 3,456.0 $774K 0.03% +2K +114.1% $224.07 +2.5%
78 META META PLATFORMS INC Communication Services 1,433.0 $768K 0.03% +114.0 +8.6% $536.23 +13.8%
79 VBR VANGUARD INDEX FDS 3,471.0 $737K 0.03% $212.29 +9.6%
80 XLC SELECT SECTOR SPDR TR 6,512.0 $703K 0.03% +4K +193.3% $107.96 +6.9%
Page 4 of 8  ·  158 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 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%