Elm Partners Management LLC
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
Holdings in OTF
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $544,813 | 43,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $319,661 | 21,985 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $143,935 | 10,415 | Shares | Sole | 2025-11-04 | |
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