Elm Partners Management LLC

CIK
1743941
City
Philadelphia
State / Country
PA

Top Portfolio Positions

71 positions · $87,382,836 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
110,658 $19,298,755 22.09%
AAPL
Apple Inc.
Technology
25,791 $6,545,497 7.49%
VRT
Vertiv Holdings Co
Industrials
19,053 $4,774,300 5.46%
SPY
Spdr S&P 500 ETF Trust
6,194 $4,028,205 4.61%
COHR
Coherent Corp.
Technology
15,998 $3,810,883 4.36%
LLY
ELI LILLY & Co
Healthcare
3,877 $3,565,948 4.08%
CRWD
CrowdStrike Holdings, Inc.
Technology
7,594 $2,964,773 3.39%
BN
BROOKFIELD Corp /ON/
Financial Services
69,811 $2,825,251 3.23%
IBM
International Business Machines Corp
Technology
10,377 $2,515,281 2.88%
GOOGL
Alphabet Inc.
Communication Services
7,381 $2,122,480 2.43%

Portfolio Trend

25 quarters · across all stocks

Holdings in OTF

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Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2026-03-31 $544,813 43,972
2025-12-31 $319,661 21,985
2025-09-30 $143,935 10,415