10 Elms LLP has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $99.5 Billion distributed in 526 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $8.95B, Technology Sector Spdr with a value of $4.46B, Select Sector Spdr Fund Health with a value of $4.11B, Ishares Inc with a value of $3.76B, and Ishares Msci Usa Quality Facto with a value of $3.15B.
Examining the 13F form we can see an increase of $2.68B in the current position value, from $96.8B to 99.5B.
10 Elms LLP is based out at Tulsa, OK
Below you can find more details about 10 Elms LLP portfolio as well as his latest detailed transactions.
Portfolio value
$99.5 Billion
ETFs: $74.9 Billion
Financial Services: $2.86 Billion
Energy: $1.58 Billion
Technology: $870 Million
Consumer Cyclical: $863 Million
Consumer Defensive: $656 Million
Communication Services: $655 Million
Industrials: $505 Million
Other: $786 Million
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Alexandria Real E 4326 Due 01/15/26
-
$15 Million
0.02% of portfolio
-
Q4 2024New
Nextera Energy 574925 Due 09/01/25
-
$15.1 Million
0.02% of portfolio
-
Q4 2024New
University N C Char 435 Called 100 Eff: 04/01/2025
