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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHD SCHWAB STRATEGIC TR 8,008.0 $244K 0.01% NEW $30.48 +7.7%
142 SCHX SCHWAB STRATEGIC TR 9,708.0 $242K 0.01% $24.92 +17.7%
143 IWF ISHARES TR 2,342.0 $241K 0.01% +653.0 +38.7% $102.74 +21.7%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 501.0 $240K 0.01% $479.60 -6.5%
145 QQQ INVESCO QQQ TR Financial Services 427.0 $239K 0.01% -63.0 -12.9% $558.69 +28.4%
146 GS GOLDMAN SACHS GROUP INC Financial Services 293.0 $237K 0.01% -63.0 -17.7% $807.66 +23.4%
147 VUG VANGUARD INDEX FDS 3,361.0 $235K 0.01% +947.0 +39.2% $70.01 +25.0%
148 DIS DISNEY WALT CO Communication Services 2,484.0 $234K 0.01% -83.0 -3.2% $94.33 +9.2%
149 KO COCA COLA CO Consumer Defensive 2,937.0 $224K 0.01% NEW $76.28 +6.8%
150 VGIT VANGUARD SCOTTSDALE FDS 3,712.0 $221K 0.01% NEW $59.43 -1.2%
151 EEM ISHARES TR 4,025.0 $220K 0.01% NEW $54.75 +20.3%
152 TJX TJX COS INC NEW Consumer Cyclical 1,413.0 $220K 0.01% NEW $155.75 +1.6%
153 KMI KINDER MORGAN INC DEL Energy 6,479.0 $218K 0.01% NEW $33.65 +0.4%
154 SLV ISHARES SILVER TR Financial Services 3,427.0 $218K 0.01% $63.52 +7.6%
155 IJJ ISHARES TR 1,651.0 $214K 0.01% $129.40 +8.9%
156 URA GLOBAL X FDS 4,687.0 $212K 0.01% $45.29 +8.1%
157 WFC WELLS FARGO & CO Financial Services 2,708.0 $208K 0.01% NEW $76.80 -0.5%
158 SAN BANCO SANTANDER SA Financial Services 16,760.0 $179K 0.01% $10.70 +12.5%
Page 8 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%