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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 9 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COOK CNTY ILL SCH D 3 35GO LTX DUE 12/01/35 100,000.0 $95K 0.04% NEW $0.95
162 EE EXCELERATE ENERGY INC CLASS A Utilities 2,500.0 $95K 0.04% NEW $37.99 +0.4%
163 FLOT ISHARES TR FLTG RATE NT ETF 1,831.0 $93K 0.04% NEW $51.06 -0.2%
164 KANE COOK & DU PA 1 5 29GO UTX DUE 12/15/29 100,000.0 $92K 0.04% NEW $0.92
165 EVANSTON ILL 2 31GO UTX DUE 12/01/31 100,000.0 $91K 0.04% NEW $0.91
166 ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF 3,500.0 $90K 0.04% NEW $25.80
167 ARAPAHOE CNTY CO 2 25 34GO UTX DUE 12/01/34OID 100,000.0 $90K 0.04% NEW $0.90
168 BANK OF MONTREA1 25 26F DUE 09/15/26 90,000.0 $89K 0.04% NEW $0.99
169 CHAMPAIGN & VERMILL 3 33GO UTX DUE 12/01/33 90,000.0 $89K 0.04% NEW $0.99
170 FJUL FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT 1,499.0 $89K 0.04% NEW $59.54 +2.7%
171 SAN DIEGO GAS & E 1 7 30 DUE 10/01/30 100,000.0 $88K 0.04% NEW $0.88
172 ENTERGY TEXAS, I 1 75 31 DUE 03/15/31 100,000.0 $88K 0.04% NEW $0.88
173 UBER UBER TECHNOLOGIES INC Technology 1,193.0 $86K 0.04% NEW $72.16 +8.1%
174 NEXTERA ENERGY CAPI 5 30 DUE 02/28/30 85,000.0 $86K 0.04% NEW $1.01
175 BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Consumer Defensive 1,042.0 $86K 0.04% NEW $82.40 -5.2%
176 BKLN INVESCO EXCH TRADED FD TR II SR LN ETF 4,200.0 $86K 0.04% NEW $20.37 +1.0%
177 ISHARES TR IBONDS 26 TRM TS 3,716.0 $85K 0.04% NEW $22.89
178 SAN LEANDRO CAL 3 625 27MUNI BLDG DUE 12/01/27OID XTRO 85,000.0 $85K 0.04% NEW $1.00
179 LOWE'S COMPANIES, 1 7 28 DUE 09/15/28 90,000.0 $85K 0.04% NEW $0.94
180 NEM NEWMONT CORP Basic Materials 900.0 $84K 0.04% NEW $93.40 +33.9%
Page 9 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%