10Elms LLP

13F filer · CIK 0002056650

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$236MU.S. long equity reported on 13F

Positions11135 new · 2 closed

Net flow last quarter+$2.64MBuys minus sells

Top 10 positions weight7.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026111 positions
SPYSPDR S&P 500 ETF Trust	$5.89M	2.49%	Not reported	+23.6%	Q4 2024
VLUEiSHARES TRUST	$2.74M	1.16%	Not reported	-1.7%	Q4 2024
CATCaterpillar Inc	$2.52M	1.07%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$1.04M	0.44%	0.00%	+11.3%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.02M	0.43%	0.00%	+3.8%	Q4 2024
GOOGAlphabet Inc.	$791K	0.33%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$730K	0.31%	0.00%	+7.7%	Q4 2024
JPMJPMorgan Chase & Co	$647K	0.27%	0.00%	+6.0%	Q4 2024
ABAlliancebernstein Holding L.P.	$548K	0.23%	0.02%	+0.6%	Q4 2024
BXBlackstone Inc.	$539K	0.23%	0.00%	-29.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$432K	0.18%	Not reported	+18.5%	Q4 2024
PSXPhillips 66	$395K	0.17%	0.00%	+72.6%	Q4 2024
QCOMQualcomm Inc	$391K	0.17%	0.00%	-48.2%	Q4 2024
MSFTMicrosoft Corp	$380K	0.16%	0.00%	+24.6%	Q4 2024
NVDANvidia Corp	$357K	0.15%	0.00%	-6.8%	Q4 2024
WFCWells Fargo & Company	$354K	0.15%	0.00%	+7.8%	Q4 2024
AVGOBroadcom Inc.	$346K	0.15%	0.00%	+17.4%	Q4 2024
AAPLApple Inc.	$328K	0.14%	0.00%	+173.4%	Q4 2024
AMGNAmgen Inc	$313K	0.13%	0.00%	+7.2%	Q1 2026
JNJJohnson & Johnson	$300K	0.13%	0.00%	+20.1%	Q4 2024
BWXTBWX Technologies, Inc.	$293K	0.12%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$276K	0.12%	0.00%	-6.9%	Q4 2024
WMBWilliams Companies, Inc.	$265K	0.11%	0.00%	+8.0%	Q4 2024
KKRKKR & Co. Inc.	$257K	0.11%	0.00%	-3.4%	Q4 2024
KMIKinder Morgan, Inc.	$223K	0.09%	0.00%	-6.7%	Q4 2024
LNTAlliant Energy Corp	$182K	0.08%	0.00%	Not reported	Q1 2025
COSTCostco Wholesale Corp	$181K	0.08%	0.00%	+27.6%	Q4 2024
CSCOCisco Systems, Inc.	$169K	0.07%	0.00%	+44.1%	Q4 2024
UNPUnion Pacific Corp	$163K	0.07%	0.00%	Not reported	Q4 2024
GMGeneral Motors Co	$153K	0.06%	0.00%	+36.1%	Q1 2025
LLYELI LILLY & Co	$148K	0.06%	0.00%	+89.2%	Q4 2024
SUSuncor Energy Inc	$142K	0.06%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$134K	0.06%	0.00%	+7.1%	Q4 2024
COPConocophillips	$133K	0.06%	0.00%	+358.4%	Q4 2024
NTRSONorthern Trust Corp	$130K	0.06%	Not reported	Not reported	Q4 2024
LNGCheniere Energy, Inc.	$129K	0.05%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$127K	0.05%	0.00%	+12.8%	Q4 2024
OKEOneok Inc	$126K	0.05%	0.00%	+7.4%	Q4 2025
NVSNovartis AG	$110K	0.05%	0.00%	Not reported	Q1 2025
TMUST-Mobile US, Inc.	$108K	0.05%	0.00%	+25.7%	Q4 2024
TVCTennessee Valley Authority	$96.3K	0.04%	Not reported	Not reported	Q4 2024
EEExcelerate Energy, Inc.	$95K	0.04%	Not reported	Not reported	Q4 2024
UBERUber Technologies, Inc	$86.1K	0.04%	0.00%	+3.7%	Q1 2025
BUDAnheuser-Busch InBev SA	$85.9K	0.04%	0.00%	Not reported	Q1 2025
IBTGInternational Building Technologies Group, Inc.	$85.1K	0.04%	Not reported	New	Q2 2026
NEMNEWMONT Corp	$84.1K	0.04%	0.00%	+28.6%	Q3 2025
CARRCARRIER GLOBAL Corp	$80.7K	0.03%	0.00%	Not reported	Q3 2025
FFord Motor Co	$74.3K	0.03%	0.00%	+0.9%	Q1 2025
CMICummins Inc	$71.3K	0.03%	0.00%	New	Q2 2026
QQnity Electronics, Inc.	$63.5K	0.03%	0.00%	+47.4%	Q4 2025

Q1 2026Reported May 15, 202678 positions
SPYSPDR S&P 500 ETF Trust	$4.15M	2.62%	Not reported	+56.8%	Q4 2024
VLUEiSHARES TRUST	$1.98M	1.25%	Not reported	+12.9%	Q4 2024
CATCaterpillar Inc	$1.67M	1.06%	0.00%	+238.2%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.01M	0.64%	0.00%	+34.6%	Q4 2024
GOOGLAlphabet Inc.	$753K	0.48%	0.00%	+23.6%	Q4 2024
BXBlackstone Inc.	$668K	0.42%	0.00%	+40.2%	Q4 2024
GOOGAlphabet Inc.	$643K	0.41%	Not reported	+40.0%	Q4 2024
AMZNAmazon Com Inc	$593K	0.37%	0.00%	+8.4%	Q4 2024
ABAlliancebernstein Holding L.P.	$579K	0.37%	0.02%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$548K	0.35%	0.00%	+1764.0%	Q4 2024
QCOMQualcomm Inc	$526K	0.33%	0.00%	+577.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$349K	0.22%	Not reported	+10.5%	Q4 2024
NVDANvidia Corp	$334K	0.21%	0.00%	+7.9%	Q4 2024
PEPPepsico Inc	$332K	0.21%	0.00%	+36.4%	Q4 2024
WFCWells Fargo & Company	$316K	0.20%	0.00%	Not reported	Q4 2024
BWXTBWX Technologies, Inc.	$308K	0.19%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$303K	0.19%	0.00%	+27.8%	Q4 2024
AMGNAmgen Inc	$284K	0.18%	0.00%	New	Q1 2026
KKRKKR & Co. Inc.	$268K	0.17%	0.00%	-28.8%	Q4 2024
KMIKinder Morgan, Inc.	$251K	0.16%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$247K	0.16%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$241K	0.15%	0.00%	+20.0%	Q4 2024
JNJJohnson & Johnson	$241K	0.15%	0.00%	+44.2%	Q4 2024
WMBWilliams Companies, Inc.	$240K	0.15%	0.00%	-9.4%	Q4 2024
SUSuncor Energy Inc	$175K	0.11%	0.00%	Not reported	Q4 2024
LNTAlliant Energy Corp	$171K	0.11%	0.00%	Not reported	Q1 2025
LNGCheniere Energy, Inc.	$154K	0.10%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$151K	0.10%	0.00%	-20.8%	Q4 2024
UNPUnion Pacific Corp	$146K	0.09%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$144K	0.09%	0.00%	+0.7%	Q4 2024
NTRSONorthern Trust Corp	$129K	0.08%	Not reported	-17.8%	Q4 2024
WMTWalmart Inc.	$123K	0.08%	0.00%	Not reported	Q4 2024
OKEOneok Inc	$122K	0.08%	0.00%	+34.5%	Q4 2025
GMGeneral Motors Co	$109K	0.07%	0.00%	+0.2%	Q1 2025
TMUST-Mobile US, Inc.	$107K	0.07%	0.00%	-4.1%	Q4 2024
NVSNovartis AG	$107K	0.07%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$105K	0.07%	0.00%	+70.4%	Q4 2024
TVCTennessee Valley Authority	$98.9K	0.06%	Not reported	Not reported	Q4 2024
EEExcelerate Energy, Inc.	$83.6K	0.05%	Not reported	Not reported	Q4 2024
UBERUber Technologies, Inc	$82.7K	0.05%	0.00%	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$77.4K	0.05%	0.00%	Not reported	Q4 2024
NEMNEWMONT Corp	$75.8K	0.05%	0.00%	Not reported	Q3 2025
EIXEdison International	$73.1K	0.05%	0.00%	+133.4%	Q4 2025
BUDAnheuser-Busch InBev SA	$72.3K	0.05%	0.00%	Not reported	Q1 2025
CARRCARRIER GLOBAL Corp	$61.9K	0.04%	0.00%	+22.2%	Q3 2025
FFord Motor Co	$61.2K	0.04%	0.00%	+1.1%	Q1 2025
LLYELI LILLY & Co	$59.8K	0.04%	0.00%	+62.5%	Q4 2024
RTXRTX Corp	$48.4K	0.03%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$47.6K	0.03%	0.00%	+15.0%	Q4 2024
CEGConstellation Energy Corp	$43.7K	0.03%	0.00%	Not reported	Q3 2025

Q4 2025Reported Feb 13, 202670 positions
SPYSPDR S&P 500 ETF Trust	$2.78M	2.55%	Not reported	-7.0%	Q4 2024
VLUEiSHARES TRUST	$1.69M	1.55%	Not reported	+1.0%	Q4 2024
BXBlackstone Inc.	$711K	0.65%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$664K	0.61%	0.00%	Not reported	Q4 2024
EPDEnterprise Products Partners L.P.	$635K	0.58%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$606K	0.56%	0.00%	Not reported	Q4 2024
ABAlliancebernstein Holding L.P.	$595K	0.55%	0.02%	Not reported	Q4 2024
KKRKKR & Co. Inc.	$519K	0.48%	0.00%	-11.3%	Q4 2024
GOOGAlphabet Inc.	$502K	0.46%	Not reported	Not reported	Q4 2024
CATCaterpillar Inc	$400K	0.37%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$370K	0.34%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$332K	0.30%	Not reported	Not reported	Q4 2024
NVDANvidia Corp	$331K	0.30%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$310K	0.28%	0.00%	Not reported	Q4 2024
BWXTBWX Technologies, Inc.	$260K	0.24%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$230K	0.21%	0.00%	-2.1%	Q4 2024
AVGOBroadcom Inc.	$225K	0.21%	0.00%	Not reported	Q4 2024
WMBWilliams Companies, Inc.	$219K	0.20%	0.00%	+2.5%	Q4 2024
KMIKinder Morgan, Inc.	$206K	0.19%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$175K	0.16%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$166K	0.15%	0.00%	-10.7%	Q4 2024
NTRSONorthern Trust Corp	$164K	0.15%	Not reported	-1.2%	Q4 2024
LNTAlliant Energy Corp	$155K	0.14%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$141K	0.13%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$140K	0.13%	0.00%	+0.4%	Q4 2024
GMGeneral Motors Co	$119K	0.11%	0.00%	+0.1%	Q1 2025
SUSuncor Energy Inc	$118K	0.11%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$110K	0.10%	0.00%	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$108K	0.10%	0.00%	+23.2%	Q4 2024
LNGCheniere Energy, Inc.	$105K	0.10%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$103K	0.09%	0.00%	Not reported	Q4 2024
TVCTennessee Valley Authority	$97.1K	0.09%	Not reported	Not reported	Q4 2024
NVSNovartis AG	$96.5K	0.09%	0.00%	Not reported	Q1 2025
UBERUber Technologies, Inc	$94K	0.09%	0.00%	Not reported	Q1 2025
OKEOneok Inc	$73.5K	0.07%	0.00%	New	Q4 2025
VVisa Inc.	$70.1K	0.06%	0.00%	Not reported	Q4 2024
EEExcelerate Energy, Inc.	$70.1K	0.06%	Not reported	Not reported	Q4 2024
NEMNEWMONT Corp	$69.9K	0.06%	0.00%	Not reported	Q3 2025
FFord Motor Co	$68.8K	0.06%	0.00%	+1.1%	Q1 2025
BUDAnheuser-Busch InBev SA	$66.7K	0.06%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$66.1K	0.06%	0.00%	Not reported	Q4 2024
SFMSprouts Farmers Market, Inc.	$60.5K	0.06%	0.00%	+1165.0%	Q3 2025
CEGConstellation Energy Corp	$55.2K	0.05%	0.00%	Not reported	Q3 2025
CARRCARRIER GLOBAL Corp	$47.6K	0.04%	0.00%	+12.5%	Q3 2025
RTXRTX Corp	$46K	0.04%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$43K	0.04%	0.00%	Not reported	Q4 2024
STLAStellantis N.V.	$41.2K	0.04%	0.00%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$32.2K	0.03%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$30.5K	0.03%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$27.4K	0.03%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 12, 202570 positions
SPYSPDR S&P 500 ETF Trust	$2.92M	2.62%	Not reported	Not reported	Q4 2024
VLUEiSHARES TRUST	$1.53M	1.38%	Not reported	+2.7%	Q4 2024
BXBlackstone Inc.	$788K	0.71%	0.00%	Not reported	Q4 2024
EPDEnterprise Products Partners L.P.	$620K	0.56%	0.00%	Not reported	Q4 2024
KKRKKR & Co. Inc.	$597K	0.54%	0.00%	Not reported	Q4 2024
ABAlliancebernstein Holding L.P.	$591K	0.53%	0.02%	Not reported	Q4 2024
AMZNAmazon Com Inc	$576K	0.52%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$515K	0.46%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$390K	0.35%	Not reported	Not reported	Q4 2024
CATCaterpillar Inc	$334K	0.30%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$333K	0.30%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$332K	0.30%	Not reported	Not reported	Q4 2024
MSFTMicrosoft Corp	$332K	0.30%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$331K	0.30%	0.00%	+19.8%	Q4 2024
BWXTBWX Technologies, Inc.	$278K	0.25%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$230K	0.21%	0.00%	-6.6%	Q4 2024
WMBWilliams Companies, Inc.	$225K	0.20%	0.00%	+12.7%	Q4 2024
AVGOBroadcom Inc.	$214K	0.19%	0.00%	Not reported	Q4 2024
KMIKinder Morgan, Inc.	$212K	0.19%	0.00%	+15.4%	Q4 2024
COSTCostco Wholesale Corp	$199K	0.18%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$184K	0.17%	0.00%	Not reported	Q4 2024
NTRSONorthern Trust Corp	$173K	0.16%	Not reported	-26.8%	Q4 2024
LNTAlliant Energy Corp	$161K	0.14%	0.00%	Not reported	Q1 2025
MCDMcdonalds Corp	$139K	0.12%	0.00%	+0.4%	Q4 2024
LNGCheniere Energy, Inc.	$127K	0.11%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$127K	0.11%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$113K	0.10%	0.00%	+27.8%	Q1 2025
SUSuncor Energy Inc	$111K	0.10%	0.00%	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$103K	0.09%	0.00%	+125.0%	Q4 2024
WMTWalmart Inc.	$102K	0.09%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$100K	0.09%	0.00%	Not reported	Q4 2024
TVCTennessee Valley Authority	$96.3K	0.09%	Not reported	-19.9%	Q4 2024
NVSNovartis AG	$89.8K	0.08%	0.00%	Not reported	Q1 2025
GMGeneral Motors Co	$88.9K	0.08%	0.00%	+0.2%	Q1 2025
VVisa Inc.	$68.3K	0.06%	0.00%	-13.0%	Q4 2024
EEExcelerate Energy, Inc.	$63K	0.06%	Not reported	Not reported	Q4 2024
BUDAnheuser-Busch InBev SA	$62.1K	0.06%	0.00%	Not reported	Q1 2025
FFord Motor Co	$62K	0.06%	0.00%	-2.5%	Q1 2025
AAPLApple Inc.	$61.9K	0.06%	0.00%	Not reported	Q4 2024
NEMNEWMONT Corp	$59K	0.05%	0.00%	New	Q3 2025
CEGConstellation Energy Corp	$51.3K	0.05%	0.00%	New	Q3 2025
CARRCARRIER GLOBAL Corp	$47.8K	0.04%	0.00%	New	Q3 2025
RTXRTX Corp	$42K	0.04%	0.00%	Not reported	Q4 2024
STLAStellantis N.V.	$35.4K	0.03%	0.00%	Not reported	Q1 2025
BLSHBullish	$31.8K	0.03%	Not reported	New	Q3 2025
JPMJPMorgan Chase & Co	$31.5K	0.03%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$31.1K	0.03%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$30.7K	0.03%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$30.5K	0.03%	0.00%	+33.3%	Q4 2024
COPConocophillips	$26.4K	0.02%	0.00%	Not reported	Q4 2024

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