10Elms LLP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $120,572,068 | Individuals and high net worth (85%) |
| Dec 2025 to Mar 2026 | $120,895,727 | Individuals and high net worth (85%) |
| Apr 2025 to Sep 2025 | $109,454,038 | Individuals and high net worth (85%) |
| Oct 2024 to Mar 2025 | $103,425,571 | Individuals and high net worth (88%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 84.9%; sector active share 71.2% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
240 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 80.6% | $89,486,342 |
| Financial Services | 7.3% | $8,085,318 |
| Industrials | 2.9% | $3,253,495 |
| Energy | 2.3% | $2,564,656 |
| Technology | 2.1% | $2,305,420 |
| Communication Services | 1.8% | $1,982,342 |
| Consumer Cyclical | 1.1% | $1,186,731 |
| Healthcare | 0.9% | $1,017,496 |
| Consumer Defensive | 0.7% | $763,440 |
| Utilities | 0.2% | $252,740 |
| Basic Materials | 0.1% | $156,158 |
| Real Estate | 0.0% | $19,397 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | +101,718 | 199,139 | $0 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | +96,961 | 203,963 | $0 | |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | +88,095 | 195,400 | $0 | |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | +85,935 | 183,989 | $0 | |
| IEFA | iShares Core MSCI EAFE ETF | +78,255 | 265,471 | $0 | |
| FLRN | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF | +59,686 | 111,271 | $3,432,710 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +55,368 | 143,793 | $0 | |
| IBHF | iShares iBonds 2026 Term High Yield and Income ETF | +50,718 | 81,664 | $0 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +45,215 | 102,899 | $7,553,815 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +44,729 | 111,263 | $0 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +35,873 | 96,403 | $0 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +31,661 | 137,593 | $4,363,074 | |
| FNDA | Schwab Strategic Trust | +29,968 | 96,609 | $3,676,938 | |
| XLF | State Street Corp | +23,558 | 89,034 | $4,773,112 | |
| BNDX | Vanguard Total International Bond ETF | +22,220 | 77,601 | $3,758,216 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | +21,448 | 64,472 | $0 | |
| GSY | Invesco Ultra Short Duration ETF | +20,750 | 23,372 | $1,172,105 | |
| IEMG | iShares Trust | +15,640 | 116,248 | $0 | |
| VTV | VANGUARD VALUE INDEX FUND | +14,416 | 35,821 | $7,806,469 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +13,560 | 64,504 | $12,289,302 | |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | +11,600 | 15,150 | $0 | |
| QUAL | iShares MSCI USA Quality Factor ETF | +11,577 | 30,491 | $0 | |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | +10,643 | 53,929 | $0 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | +10,513 | 11,788 | $1,188,348 | |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | +9,930 | 32,320 | $0 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | −1,967 | 2,115 | $390,830 | |
| BX | Blackstone Inc. | −1,886 | 4,584 | $539,399 | |
| FJUL | FT Vest U.S. Equity Buffer ETF - July | −694 | 1,499 | $89,250 | |
| ACWX | iShares MSCI ACWI ex U.S. ETF | −533 | 400 | $0 | |
| KMI | Kinder Morgan, Inc. | −500 | 6,978 | $223,086 | |
| DD | DuPont de Nemours, Inc. | −270 | 259 | $35,130 | |
| VLUE | iShares MSCI USA Value Factor ETF | −230 | 13,727 | $0 | |
| CVX | Chevron Corp | −200 | 30 | $4,972 | |
| PEP | Pepsico Inc | −151 | 2,036 | $275,674 | |
| NVDA | Nvidia Corp | −130 | 1,783 | $356,760 | |
| CMDY | iShares Bloomberg Roll Select Commodity Strategy ETF | −125 | 2,020 | $111,564 | |
| KKR | KKR & Co. Inc. | −98 | 2,803 | $257,259 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −11 | 4,604 | $1,703,664 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 6,660 | $474,525 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 6,673 | $388,368 | |
| 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 | |
| PYZ | Victory Portfolios II | 336 | $42,282 | |
| ADI | Analog Devices Inc | 103 | $40,908 | |
| — | 820 | $39,122 | ||
| PSL | Victory Portfolios II | 311 | $34,832 | |
| 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 | |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund | 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 | |
| VB | Vanguard Index Funds | 52 | $15,762 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 64,504 | $12,289,302 | 11.06% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 35,821 | $7,806,469 | 7.03% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 102,899 | $7,553,815 | 6.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,894 | $5,895,002 | 5.31% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Added | 35,447 | $5,624,021 | 5.06% | |
| XLF |
State Street Corp
Financial Services
|
Added | 89,034 | $4,773,112 | 4.30% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 137,593 | $4,363,074 | 3.93% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Added | 23,507 | $4,354,201 | 3.92% | |
| VIG |
Vanguard Specialized Funds
|
Added | 16,843 | $3,985,390 | 3.59% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 77,601 | $3,758,216 | 3.38% | |
| FNDA |
Schwab Strategic Trust
|
Added | 96,609 | $3,676,938 | 3.31% | |
| VYMI |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND
|
Added | 35,294 | $3,465,870 | 3.12% | |
| FLRN |
State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF
|
Added | 111,271 | $3,432,710 | 3.09% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Added | 26,332 | $3,088,216 | 2.78% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Added | 26,906 | $2,882,439 | 2.60% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,364 | $2,517,423 | 2.27% | |
|
|
Added | 24,605 | $2,043,937 | 1.84% | ||
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 4,604 | $1,703,664 | 1.53% | |
| MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
Added | 11,788 | $1,188,348 | 1.07% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 22,089 | $1,173,146 | 1.06% | |
| GSY |
Invesco Ultra Short Duration ETF
|
Added | 23,372 | $1,172,105 | 1.06% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Added | 25,533 | $1,157,666 | 1.04% | |
|
|
Added | 21,550 | $1,095,386 | 0.99% | ||
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,917 | $1,042,448 | 0.94% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 27,695 | $1,018,068 | 0.92% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
Added | 22,889 | $1,007,802 | 0.91% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 10,663 | $842,696 | 0.76% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 2,240 | $791,459 | 0.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,063 | $730,035 | 0.66% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 8,658 | $725,107 | 0.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,976 | $646,804 | 0.58% | |
| AB |
Alliancebernstein Holding L.P.
Financial Services
|
Added | 15,553 | $547,776 | 0.49% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 4,584 | $539,399 | 0.49% | |
| EMLP |
First Trust North American Energy Infrastructure Fund
|
Added | 12,343 | $536,920 | 0.48% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
NEW | 6,660 | $474,525 | 0.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 864 | $432,336 | 0.39% | |
| SPLV |
Invesco S&P 500 Low Volatility ETF
|
Added | 5,624 | $421,237 | 0.38% | |
| PSX |
Phillips 66
Energy
|
Added | 2,337 | $395,069 | 0.36% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,115 | $390,830 | 0.35% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
NEW | 6,673 | $388,368 | 0.35% | |
|
|
Held | 2,025 | $385,134 | 0.35% | ||
| MSFT |
Microsoft Corp
Technology
|
Added | 1,019 | $380,107 | 0.34% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,783 | $356,760 | 0.32% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 4,281 | $353,781 | 0.32% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
Added | 3,860 | $347,786 | 0.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 916 | $346,019 | 0.31% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,132 | $327,555 | 0.29% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 864 | $312,871 | 0.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,183 | $300,446 | 0.27% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Held | 1,506 | $293,142 | 0.26% |
Showing the top 50 of 240 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.