10Elms LLP

CIK

2056650

Location

TULSA, OK

Portfolio Value

Micro $17,134,291

Diversification

Diversified

Filing Date

Global Rank

#7,842 / 8,605 ▲ 273 · as of Mar 2026

Top Industry

Oil & Gas Midstream 14.4%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.8%

SPY

+24.4%

Annualised alpha

-2.5%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.2%

+1.4 pts

Top 5

48.6%

+4.4 pts

Top 10

63.8%

+1.3 pts

HHI

846

Diversified+91

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.2%	$4,152,420	1
Financial Services	16.9%	$2,902,014	10
Energy	14.0%	$2,402,715	12
Industrials	13.1%	$2,238,690	5
Technology	10.1%	$1,732,372	10
Consumer Cyclical	5.7%	$974,472	7
Communication Services	5.2%	$884,699	3
Consumer Defensive	4.3%	$730,661	7
Healthcare	4.2%	$717,655	8
Utilities	1.7%	$289,961	4
Basic Materials	0.6%	$100,003	2
Real Estate	0.1%	$8,629	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	+6,861	26,679	$1,009,533
QCOM	Qualcomm Inc/De	+3,479	4,082	$525,679
SPY	Spdr S&P 500 ETF Trust	+2,313	6,385	$4,152,420
BX	Blackstone Inc.	+1,856	6,470	$743,985
JPM	Jpmorgan Chase & Co	+1,764	1,864	$548,314
CAT	Caterpillar Inc	+1,665	2,364	$1,674,799
PEP	Pepsico Inc	+583	2,187	$339,619
EIX	Edison International	+571	999	$73,106
GOOGL	Alphabet Inc.	+500	2,620	$753,407
OKE	Oneok Inc /New/	+345	1,345	$121,574
JNJ	Johnson & Johnson	+302	985	$240,773
DD	DuPont de Nemours, Inc.	+300	529	$24,228
AMZN	Amazon Com Inc	+220	2,845	$592,528
CARR	CARRIER GLOBAL Corp	+200	1,100	$61,941
MSFT	Microsoft Corp	+178	818	$302,799
AAPL	Apple Inc.	+171	414	$105,069
Q	Qnity Electronics, Inc.	+150	264	$30,460
NVDA	Nvidia Corp	+140	1,913	$333,627
AVGO	Broadcom Inc.	+130	780	$241,417
BRK-B	Berkshire Hathaway Inc	+69	729	$349,336
MS	Morgan Stanley	+65	202	$33,243
F	Ford Motor Co	+58	5,300	$61,162
CVX	Chevron Corp	+30	230	$47,587
LLY	ELI LILLY & Co	+25	65	$59,785
EAT	Brinker International, Inc	+20	160	$22,843
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
KKR	KKR & Co. Inc.	−1,173	2,901	$268,342
SFM	Sprouts Farmers Market, Inc.	−609	150	$11,569
WMB	Williams Companies, Inc.	−342	3,297	$239,955
V	Visa Inc.	−100	100	$30,224
XOM	Exxon Mobil Corp	−51	177	$30,029
AMT	American Tower Corp /Ma/	−50	50	$8,629
ABBV	AbbVie Inc.	−47	47	$10,222
COST	Costco Wholesale Corp /New	−40	152	$151,457
TMUS	T-Mobile US, Inc.	−22	510	$107,115
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	806	$283,591
UNP	Union Pacific Corp	600	$145,572
CSCO	Cisco Systems, Inc.	997	$77,357
AMAT	Applied Materials Inc /De	45	$15,380
BAC	Bank Of America Corp /De/	222	$10,822
ET	Energy Transfer LP	391	$7,546
DXCM	Dexcom Inc	32	$2,009
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
COF	Capital One Financial Corp	31	$7,513
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $17,134,291 total · as of Mar 31, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	6,385	+2,313	$4,152,420	+49.5%	24.23%
CAT	Caterpillar Inc Industrials	Added	2,364	+1,665	$1,674,799	+318.2%	9.77%
EPD	Enterprise Products Partners L.P. Energy	Added	26,679	+6,861	$1,009,533	+58.9%	5.89%
GOOGL	Alphabet Inc. Communication Services	Added	2,620	+500	$753,407	+13.5%	4.40%
BX	Blackstone Inc. Financial Services	Added	6,470	+1,856	$743,985	+4.6%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,845	+220	$592,528	−2.2%	3.46%
AB	Alliancebernstein Holding L.P. Financial Services	Held	15,460	0	$578,822	−2.7%	3.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,864	+1,764	$548,314	+1601.7%	3.20%
QCOM	Qualcomm Inc/De Technology	Added	4,082	+3,479	$525,679	+409.7%	3.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	729	+69	$349,336	+5.3%	2.04%
PEP	Pepsico Inc Consumer Defensive	Added	2,187	+583	$339,619	+47.5%	1.98%
NVDA	Nvidia Corp Technology	Added	1,913	+140	$333,627	+0.9%	1.95%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,971	0	$316,131	−14.6%	1.85%
BWXT	BWX Technologies, Inc. Industrials	Held	1,506	0	$307,961	+18.3%	1.80%
MSFT	Microsoft Corp Technology	Added	818	+178	$302,799	−2.2%	1.77%
AMGN	Amgen Inc Healthcare	NEW	806	NEW	$283,591	NEW	1.66%
KKR	KKR & Co. Inc. Financial Services	Reduced	2,901	-1,173	$268,342	−48.3%	1.57%
KMI	Kinder Morgan, Inc. Energy	Held	7,478	0	$250,737	+22.0%	1.46%
PSX	Phillips 66 Energy	Held	1,354	0	$246,671	+41.2%	1.44%
AVGO	Broadcom Inc. Technology	Added	780	+130	$241,417	+7.3%	1.41%
JNJ	Johnson & Johnson Healthcare	Added	985	+302	$240,773	+70.3%	1.41%
WMB	Williams Companies, Inc. Energy	Reduced	3,297	-342	$239,955	+9.7%	1.40%
SU	Suncor Energy Inc Energy	Held	2,650	0	$175,191	+49.0%	1.02%
LNT	Alliant Energy Corp Utilities	Held	2,388	0	$171,362	+10.4%	1.00%
LNG	Cheniere Energy, Inc. Energy	Held	541	0	$153,514	+46.0%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	152	-40	$151,457	−8.5%	0.88%
UNP	Union Pacific Corp Industrials	NEW	600	NEW	$145,572	NEW	0.85%
MCD	Mcdonalds Corp Consumer Cyclical	Added	462	+3	$143,584	+2.4%	0.84%
WMT	Walmart Inc. Consumer Defensive	Held	990	0	$123,037	+11.6%	0.72%
OKE	Oneok Inc /New/ Energy	Added	1,345	+345	$121,574	+65.4%	0.71%
GM	General Motors Co Consumer Cyclical	Added	1,462	+3	$108,919	−8.2%	0.64%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	510	-22	$107,115	−0.8%	0.63%
NVS	Novartis AG Healthcare	Held	700	0	$106,925	+10.8%	0.62%
AAPL	Apple Inc. Technology	Added	414	+171	$105,069	+59.0%	0.61%
EE	Excelerate Energy, Inc. Energy	Held	2,500	0	$83,550	+19.1%	0.49%
UBER	Uber Technologies, Inc Technology	Held	1,150	0	$82,719	−12.0%	0.48%
CSCO	Cisco Systems, Inc. Technology	NEW	997	NEW	$77,357	NEW	0.45%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	700	0	$75,775	+8.4%	0.44%
EIX	Edison International Utilities	Added	999	+571	$73,106	+184.6%	0.43%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Held	1,042	0	$72,283	+8.3%	0.42%
CARR	CARRIER GLOBAL Corp Industrials	Added	1,100	+200	$61,941	+30.2%	0.36%
F	Ford Motor Co Consumer Cyclical	Added	5,300	+58	$61,162	−11.1%	0.36%
LLY	ELI LILLY & Co Healthcare	Added	65	+25	$59,785	+39.1%	0.35%
RTX	RTX Corp Industrials	Held	251	0	$48,417	+5.2%	0.28%
CVX	Chevron Corp Energy	Added	230	+30	$47,587	+56.1%	0.28%
CEG	Constellation Energy Corp Utilities	Held	156	0	$43,563	−21.0%	0.25%
COP	Conocophillips Energy	Held	279	0	$36,828	+41.0%	0.21%
MS	Morgan Stanley Financial Services	Added	202	+65	$33,243	+36.7%	0.19%
Q	Qnity Electronics, Inc. Technology	Added	264	+150	$30,460	+227.2%	0.18%
V	Visa Inc. Financial Services	Reduced	100	-100	$30,224	−56.9%	0.18%