10Elms LLP

10Elms LLP reported 530 holdings worth US$236M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

10Elms LLP reported 530 holdings worth US$236M as of Jun 30, 2026. Largest: Caterpillar, Inc., Alphabet Inc (google) Class C and Enterprise Products Partners L.p. Filed Aug 14, 2026 (Form 13F).

Holdings
530
Value as reported
US$236M

The filing in full

CompanySharesValue as reported% of portfolio
Caterpillar, Inc.2,364US$2.52M1.1%
Alphabet Inc (google) Class C5,132US$1.83M0.78%
Enterprise Products Partners L.p.27,695US$1.02M0.43%
Amazon.com, Inc.3,063US$730K0.31%
Jp Morgan Chase & Co.1,976US$647K0.27%
Alliancebernstein Holding L.p.15,553US$548K0.23%
Blackstone Inc.4,584US$539K0.23%
Bank Of America Corporation9,403US$536K0.23%
Berkshire Hathaway Inc.864US$432K0.18%
Phillips 662,337US$395K0.17%
Qualcomm Incorporated2,115US$391K0.17%
Microsoft Corp.1,019US$380K0.16%
Nvidia Corporation1,783US$357K0.15%
Wells Fargo & Company4,281US$354K0.15%
Broadcom Inc.916US$346K0.15%
Apple Inc1,132US$328K0.14%
Amgen Inc.864US$313K0.13%
Johnson & Johnson1,183US$300K0.13%
Bwx Technologies, Inc.1,506US$293K0.12%
Pepsico, Inc.2,036US$276K0.12%
Williams Companies, Inc. (the)3,562US$265K0.11%
Kkr & Co. Inc.2,803US$257K0.11%
Kinder Morgan, Inc.6,978US$223K0.09%
Alliant Energy Corporation2,388US$182K0.08%
Costco Wholesale Corporation194US$181K0.08%
Cisco Systems, Inc.1,437US$169K0.07%
Lvmh Moet Hennessy Louis Vuitton Se1,500US$166K0.07%
Union Pacific Corporation600US$163K0.07%
General Motors Company1,989US$153K0.06%
Eli Lilly And Company123US$148K0.06%
Suncor Energy Inc.2,650US$142K0.06%
Public Storage1,373US$138K0.06%
Mcdonald's Corporation495US$134K0.06%
Conocophillips1,279US$133K0.06%
Northern Trust Corporation748US$130K0.06%
Cheniere Energy, Inc.541US$129K0.05%
Walmart Inc.1,117US$127K0.05%
Oneok, Inc.1,445US$126K0.05%
Novartis Ag700US$110K0.05%
T-mobile Us, Inc.641US$108K0.05%
Tennessee Valley Authority4,037US$96,3230.04%
Excelerate Energy, Inc.2,500US$94,9750.04%
Uber Technologies, Inc.1,193US$86,0870.04%
Anheuser-busch Inbev Sa/nv1,042US$85,8610.04%
Newmont Corporation900US$84,0600.04%
Carrier Global Corporation1,100US$80,6850.03%
Franklin Bsp Realty Trust, Inc.4,200US$80,3040.03%
Ford Mtr Co Del5,347US$74,3270.03%
Cummins Inc.100US$71,3210.03%
Qnity Electronics, Inc.389US$63,5280.03%
Energy Transfer Lp3,060US$58,5130.02%
Visa Inc.165US$56,6490.02%
Fair Isaac Corporation43US$51,3760.02%
International Consolidated Airlines Group Sa4,000US$50,7500.02%
Abbott Laboratories546US$49,5220.02%
Constellation Energy Corporation199US$49,3370.02%
Abbvie Inc.195US$49,0700.02%
Rtx Corporation251US$47,6220.02%
Oracle Corporation301US$44,1420.02%
Morgan Stanley202US$42,2260.02%
Analog Devices, Inc.103US$40,9090.02%
Applied Materials, Inc.45US$32,5350.01%
Brinker International, Inc.190US$31,9200.01%
Allstate Corporation (the)132US$31,4080.01%
Bristol-myers Squibb Company504US$29,0130.01%
Citigroup, Inc.201US$28,1320.01%
Unilever Plc449US$26,9940.01%
Exxon Mobil Corporation177US$24,1990.01%
Procter & Gamble Company (the)165US$24,1960.01%
Meta Platforms, Inc.42US$23,6580.01%
Tesla, Inc.50US$21,030<0.01%
Lowe's Companies, Inc.93US$20,506<0.01%
Coca-cola Company (the)240US$19,505<0.01%
Nextera Energy, Inc.219US$19,222<0.01%
Illinois Tool Works Inc.69US$18,662<0.01%
Blackrock, Inc.19US$18,270<0.01%
American Express Company53US$17,927<0.01%
Space Exploration Technologies Corp103US$17,599<0.01%
At&t Inc.834US$17,264<0.01%
Pfizer, Inc.700US$16,856<0.01%
Barings Bdc, Inc.1,817US$15,481<0.01%
Emerson Electric Company103US$14,744<0.01%
Ge Aerospace39US$14,575<0.01%
General Dynamics Corporation41US$14,524<0.01%
Sprouts Farmers Market, Inc.150US$12,687<0.01%
Freeport-mcmoran, Inc.200US$12,578<0.01%
S&p Global Inc.29US$11,811<0.01%
Bullish500US$11,715<0.01%
Annaly Capital Management Inc.500US$11,180<0.01%
Fs Kkr Capital Corp.1,056US$11,088<0.01%
Eog Resources, Inc.72US$9,403<0.01%
Altria Group, Inc.122US$8,774<0.01%
American Tower Corporation (reit)50US$8,223<0.01%
Chevron Corporation30US$4,973<0.01%
Dexcom, Inc.32US$2,155<0.01%
Southern Company (the)20US$1,914<0.01%
Hyperion Defi, Inc.90US$283<0.01%
Lucid Group, Inc.10US$67<0.01%
Weyerhaeuser Company1US$15<0.01%
Starwood Property Trust Inc.1US$13<0.01%

Every holding of 10Elms LLP

Source

View original at SEC

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