10Elms LLP

CIK

2056650

Location

TULSA, OK

Portfolio Value

Small $223,062,806

Diversification

Highly concentrated

Filing Date

Global Rank

#6,149 / 8,795 ▲ 2073 · as of Jun 2026

Top Industry

Asset Management 29.8%

Period ended 3 months ago

Filed Aug 14, 2026 · 54d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.4%

+19.5 pts

Top 5

75.0%

+18.9 pts

Top 10

84.9%

+11.2 pts

HHI

2,713

Highly concentrated+1,557

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.3%	$201,417,106	36
Financial Services	3.6%	$8,085,318	19
Industrials	1.5%	$3,253,495	12
Energy	1.2%	$2,623,163	13
Technology	1.0%	$2,305,420	14
Communication Services	0.9%	$1,982,342	4
Consumer Cyclical	0.5%	$1,186,731	9
Healthcare	0.5%	$1,017,496	10
Consumer Defensive	0.3%	$763,440	10
Utilities	0.1%	$252,740	4
Basic Materials	0.1%	$156,158	4
Real Estate	0.0%	$19,397	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+777,136	2,087,307	$110,162,353
FNDA	Schwab Fundamental U.S. Small Company ETF	+63,853	236,843	$8,134,566
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+60,987	112,927	$3,615,923
BIV	Vanguard Intermediate-Term Bond ETF	+45,215	102,899	$7,553,815
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+39,581	247,207	$31,576,793
STT	State Street Corp	+23,558	89,034	$4,773,112
BNDX	Vanguard Total International Bond ETF	+22,220	77,601	$3,758,216
DVVY	Invesco Diversified Dividend Opportunities ETF	+20,750	23,398	$1,173,169
VB	Vanguard Morningstar Small-Cap ETF	+16,394	43,865	$9,919,326
BNDW	Vanguard Total World Bond ETF	+15,669	17,736	$1,279,632
BILZ	PIMCO Ultra Short Government Active ETF	+10,513	12,335	$1,213,378
ACES	ALPS Clean Energy ETF	+8,422	28,085	$1,196,929
VIGI	Vanguard International Dividend Appreciation ETF	+8,168	35,494	$3,479,318
VIG	Vanguard Dividend Appreciation ETF	+7,171	16,843	$3,985,390
AGNG	Global X Funds Global X Aging Population ETF	+6,505	29,515	$571,482
—		+5,737	46,155	$3,139,323
BAB	Invesco Taxable Municipal Bond ETF	+5,420	6,375	$460,596
CVY	Invesco Zacks Multi-Asset Income ETF	+3,345	3,860	$347,786
AFGR	First Trust Active Factor Large Cap Growth ETF	+3,224	8,341	$339,188
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+2,676	3,069	$140,259
ET	Energy Transfer LP	+2,669	3,060	$58,507
VEU	Vanguard FTSE All-World Ex-US ETF	+2,018	11,348	$949,572
BKF	iShares MSCI BIC ETF	+1,891	2,074	$156,126
SPY	Spdr S&P 500 ETF Trust	+1,509	7,894	$5,895,002
CWI	State Street SPDR MSCI ACWI ex-US ETF	+1,303	5,700	$248,408
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
QCOM	Qualcomm Inc/De	−1,967	2,115	$390,830
BX	Blackstone Inc.	−1,886	4,584	$539,399
KMI	Kinder Morgan, Inc.	−500	6,978	$223,086
DD	DuPont de Nemours, Inc.	−270	259	$35,130
CVX	Chevron Corp	−200	30	$4,972
PEP	Pepsico Inc	−151	2,036	$275,674
NVDA	Nvidia Corp	−130	1,783	$356,760
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−125	2,020	$111,564
KKR	KKR & Co. Inc.	−98	2,803	$257,259
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	6,660	$474,525
ABI	VictoryShares Pioneer Asset-Based Income ETF	647	$77,114
CMI	Cummins Inc	100	$71,321
IBIT	iShares Bitcoin Trust ETF	1,666	$55,461
FICO	Fair Isaac Corp	43	$51,375
ABT	Abbott Laboratories	546	$49,544
ORCL	Oracle Corp	301	$44,111
ADI	Analog Devices Inc	103	$40,908
ALL	Allstate Corp	132	$31,408
BMY	Bristol Myers Squibb Co	504	$29,040
UL	Unilever PLC	449	$26,993
LIN	Linde PLC	47	$24,390
META	Meta Platforms, Inc.	42	$23,658
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	70	$23,428
LOW	Lowes Companies Inc	93	$20,505
NEE	Nextera Energy Inc	219	$19,221
ITW	Illinois Tool Works Inc	69	$18,662
—		264	$18,348
BLK	BlackRock, Inc.	19	$18,269
AXP	American Express Co	53	$17,927
SPCX	Space Exploration Technologies Corp	103	$17,598
BBDC	Barings BDC, Inc.	1,817	$15,480
EMR	Emerson Electric Co	103	$14,744
GE	General Electric Co	39	$14,575
GD	General Dynamics Corp	41	$14,523
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
EIX	Edison International	999	$73,106
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $223,062,806 total · filing declares 530 positions · $236,310,301 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,087,307	+777,136	$110,162,353	—	49.39%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	247,207	+39,581	$31,576,793	+40.6%	14.16%
VB	Vanguard Morningstar Small-Cap ETF	Added	43,865	+16,394	$9,919,326	+69.0%	4.45%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	236,843	+63,853	$8,134,566	+50.0%	3.65%
BIV	Vanguard Intermediate-Term Bond ETF	Added	102,899	+45,215	$7,553,815	+77.8%	3.39%
SPY	Spdr S&P 500 ETF Trust	Added	7,894	+1,509	$5,895,002	+42.0%	2.64%
STT	State Street Corp Financial Services	Added	89,034	+23,558	$4,773,112	+47.7%	2.14%
VIG	Vanguard Dividend Appreciation ETF	Added	16,843	+7,171	$3,985,390	+91.6%	1.79%
BNDX	Vanguard Total International Bond ETF	Added	77,601	+22,220	$3,758,216	+41.2%	1.68%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	112,927	+60,987	$3,615,923	+122.4%	1.62%
VIGI	Vanguard International Dividend Appreciation ETF	Added	35,494	+8,168	$3,479,318	+35.1%	1.56%
		Added	46,155	+5,737	$3,139,323	+15.8%	1.41%
CAT	Caterpillar Inc Industrials	Held	2,364	0	$2,517,423	+50.3%	1.13%
GOOGL	Alphabet Inc. Communication Services	Added	5,157	+297	$1,833,907	+31.4%	0.82%
BNDW	Vanguard Total World Bond ETF	Added	17,736	+15,669	$1,279,632	+643.1%	0.57%
BILZ	PIMCO Ultra Short Government Active ETF	Added	12,335	+10,513	$1,213,378	+693.4%	0.54%
ACES	ALPS Clean Energy ETF	Added	28,085	+8,422	$1,196,929	+47.3%	0.54%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	23,398	+20,750	$1,173,169	+786.1%	0.53%
EPD	Enterprise Products Partners L.P. Energy	Added	27,695	+1,016	$1,018,068	+0.8%	0.46%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	11,348	+2,018	$949,572	+32.6%	0.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,063	+218	$730,035	+23.2%	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,976	+112	$646,804	+18.0%	0.29%
CAAA	First Trust AAA CMBS ETF	Added	13,458	+915	$593,227	+7.5%	0.27%
AGNG	Global X Funds Global X Aging Population ETF	Added	29,515	+6,505	$571,482	+35.0%	0.26%
AB	Alliancebernstein Holding L.P. Financial Services	Added	15,553	+93	$547,776	−5.4%	0.25%
BX	Blackstone Inc. Financial Services	Reduced	4,584	-1,886	$539,399	−27.5%	0.24%
VEA	Vanguard FTSE Developed Markets ETF	NEW	6,660	NEW	$474,525	NEW	0.21%
BAB	Invesco Taxable Municipal Bond ETF	Added	6,375	+5,420	$460,596	+812.1%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	864	+135	$432,336	+23.8%	0.19%
PSX	Phillips 66 Energy	Added	2,337	+983	$395,069	+60.2%	0.18%
QCOM	Qualcomm Inc/De Technology	Reduced	2,115	-1,967	$390,830	−25.7%	0.18%
		Held	2,025	0	$385,134	+12.6%	0.17%
MSFT	Microsoft Corp Technology	Added	1,019	+201	$380,107	+25.5%	0.17%
NVDA	Nvidia Corp Technology	Reduced	1,783	-130	$356,760	+6.9%	0.16%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,281	+310	$353,781	+11.9%	0.16%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	3,860	+3,345	$347,786	+798.2%	0.16%
AVGO	Broadcom Inc. Technology	Added	916	+136	$346,019	+43.3%	0.16%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	8,341	+3,224	$339,188	+55.1%	0.15%
AAPL	Apple Inc. Technology	Added	1,132	+718	$327,555	+211.8%	0.15%
AMGN	Amgen Inc Healthcare	Added	864	+58	$312,871	+10.3%	0.14%
JNJ	Johnson & Johnson Healthcare	Added	1,183	+198	$300,446	+24.8%	0.13%
BWXT	BWX Technologies, Inc. Industrials	Held	1,506	0	$293,142	−4.8%	0.13%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,036	-151	$275,674	−18.8%	0.12%
WMB	Williams Companies, Inc. Energy	Added	3,562	+265	$264,799	+10.4%	0.12%
KKR	KKR & Co. Inc. Financial Services	Reduced	2,803	-98	$257,259	−4.1%	0.12%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	5,700	+1,303	$248,408	+48.4%	0.11%
KMI	Kinder Morgan, Inc. Energy	Reduced	6,978	-500	$223,086	−11.0%	0.10%
LNT	Alliant Energy Corp Utilities	Held	2,388	0	$182,180	+6.3%	0.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	194	+42	$181,481	+19.8%	0.08%
CSCO	Cisco Systems, Inc. Technology	Added	1,437	+440	$168,790	+118.2%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.