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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 7 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 3,500.0 $145K 0.06% NEW $41.43 +8.3%
122 VTEB VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES 2,830.0 $143K 0.06% NEW $50.58 -1.8%
123 SU SUNCOR ENERGY INC NEW F Energy 2,650.0 $142K 0.06% NEW $53.68 +25.7%
124 METROPOLITAN TRANSN 4 32COMB TRAN DUE 11/15/32XTRO 140,000.0 $140K 0.06% NEW $1.00
125 ILLINOIS HSG DEV 1 4 30SING HSG DUE 10/01/30XTRO 150,000.0 $136K 0.06% NEW $0.91
126 MCD MCDONALDS CORP Consumer Cyclical 495.0 $134K 0.06% NEW $270.55 -1.1%
127 COP CONOCOPHILLIPS Energy 1,279.0 $133K 0.06% NEW $103.96 +25.6%
128 NTRSO NORTHERN TRUST 4 7 PFDPFD SER E Financial Services 6,925.0 $130K 0.06% NEW $18.77 -1.7%
129 LNG CHENIERE ENERGY INC Energy 541.0 $129K 0.06% NEW $239.01 +14.8%
130 WMT WALMART INC Consumer Defensive 1,117.0 $127K 0.05% NEW $113.26 +0.9%
131 OKE ONEOK INC NEW Energy 1,445.0 $126K 0.05% NEW $86.92 +10.5%
132 TRUIST FINL COR 1 125 27 DUE 08/03/27 130,000.0 $125K 0.05% NEW $0.97
133 VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 2,033.0 $121K 0.05% NEW $59.69 +0.6%
134 PHILIP MORRIS IN 1 75 30 DUE 11/01/30 135,000.0 $120K 0.05% NEW $0.89
135 GILEAD SCIENCES, 1 2 27 DUE 10/01/27 124,000.0 $119K 0.05% NEW $0.96
136 THE TORONTO-DO5 156 28F DUE 01/10/28 115,000.0 $116K 0.05% NEW $1.01
137 PUBLIC STORAGE 5 125 29 DUE 01/15/29 110,000.0 $112K 0.05% NEW $1.02
138 CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF 2,020.0 $112K 0.05% NEW $55.23 +12.3%
139 NVS NOVARTIS AG F Healthcare 700.0 $110K 0.05% NEW $156.72 +2.3%
140 ITDF ISHARES TR LIFEPATH TGT2050 2,604.0 $108K 0.05% NEW $41.49 +2.1%
Page 7 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%