10Elms

Latest statistics and disclosures from 10Elms's latest quarterly 13F-HR filing:

• Top 5 stock holdings are IEFA, XLK, IEMG, XLV, USMV, and represent 26.18% of 10Elms's stock portfolio.
• Added to shares of these 10 stocks: IBDX, IBDW, USMV, VYMI, IEMG, IBDV, IEFA, IBDU, IBDY, EMB.
• Started 16 new stock positions in CARR, Grand Prairie T 3 125 30go Ltx Due 02/15/30oid, Morgan Stanley Pr 4 8 26cd Fdic Ins Due 07/10/26us, Bullish, Oklahoma St Mun 3 125xxxsubmitted For Cash Exp: 10/03/2025, Wells Fargo Bank, 4 3 26cd Fdic Ins Due 06/09/26us, IBDZ, NEM, Morgan Stanley Bank 4 26cd Fdic Ins Due 04/30/26us, SFM. Waller Cnty Tex Mun 4 35go Utx Due 09/01/35, Bank Of America, 4 15 26cd Fdic Ins Due 05/27/26us, Citibank, N A 4 2 26cd Fdic Ins Due 03/31/26us, Wells Fargo Bank 3 85 26cd Fdic Ins Due 06/22/26us, CEG, IBMT.
• Reduced shares in these 10 stocks: QUAL, IBDQ, Intel Corp, GDV.PK, BNDX, Wells Fargo & Co 28 Due 08/14/28, Harris Cnty Tex Mun 25db Utx Due 09/01/25, NTRSO, Royal Bank Of Ca 28f Due 04/17/28, ACP.PA.
• Sold out of its positions in ALL, BBAR, Bank Of America, 5.0525, CVS, EVRG, GUT.PC, GNT.PA, Goldman Sachs Ba 47525cd Fdic Ins Due 07/30/25us, Harris Cnty Tex Mun 25db Utx Due 09/01/25, Intel Corp. INDA, Jpmorgan Chase B 45525cd Fdic Ins Due 11/19/25us, Jpmorgan Chase Ba 4 6 25cd Fdic Ins Due 12/19/25us, Nextera Energy 25 Due 09/01/25, Oklahoma St Mun 41elec Util Due 01/01/41oid, O, Royal Bank Of Ca 28f Due 04/17/28, Santander Bank, 25cd Fdic Ins Due 08/15/25us, Truist Bank 42525cd Fdic Ins Due 09/05/25us, Ubs Bank Usa 25cd Fdic Ins Due 09/02/25us, Wells Fargo Bank 52525cd Fdic Ins Due 09/19/25us, Wells Fargo & Co 28 Due 08/14/28.
• 10Elms was a net buyer of stock by $1.2M.
• 10Elms has $111M in assets under management (AUM), dropping by 5.85%.
• Central Index Key (CIK): 0002056650