Elm Partners Management LLC New Holdings in Q2 2025

Elm Partners Management LLC

  • $1.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
120K
New
$94.31 - $157.99 $11.4M - $19M
120K $19M
CRWD
Crowd Strike Holdings, Inc.

Technology
9K
New
$321.63 - $509.31 $2.89M - $4.58M
9K $4.58M
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$725400.0 - $809350.0 $3.63M - $4.05M
5 $3.64M
LLY
Eli Lilly & CO

Healthcare
3.61K
New
$713.71 - $898.95 $2.58M - $3.25M
3.61K $2.81M
IBM
International Business Machines Corp

Technology
9.46K
New
$221.03 - $294.78 $2.09M - $2.79M
9.46K $2.79M
NFLX
Netflix Inc

Communication Services
1.84K
New
$855.86 - $1339.13 $1.58M - $2.47M
1.84K $2.47M
VRT
Vertiv Holdings CO

Industrials
19.1K
New
N/A
19.1K $1.65M
RTX
Raytheon Technologies Corp

Industrials
8.67K
New
$113.75 - $148.48 $986K - $1.29M
8.67K $1.27M
DUK
Duke Energy Corp

Utilities
9.13K
New
$112.46 - $124.05 $1.03M - $1.13M
9.13K $1.08M
KMI
Kinder Morgan, Inc.

Energy
33.7K
New
$25.21 - $29.4 $850K - $991K
33.7K $991K
COST
Costco Wholesale Corp

Consumer Defensive
893
New
$908.13 - $1056.85 $811K - $944K
893 $884K
D
Dominion Energy, Inc

Utilities
13.1K
New
$49.66 - $58.0 $649K - $758K
13.1K $738K
VST
Vistra Corp.

Utilities
3.74K
New
$98.07 - $195.04 $366K - $729K
3.74K $724K
CTRA
Coterra Energy Inc.

Energy
27.5K
New
$22.6 - $29.07 $622K - $801K
27.5K $698K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.24K
New
$483.48 - $539.8 $599K - $668K
1.24K $601K
XLV
Select Sector Spdr Fund Health

ETFs
4.34K
New
$128.77 - $144.3 $559K - $626K
4.34K $584K
SRE
Sempra Energy

Utilities
6.05K
New
$63.78 - $78.91 $386K - $477K
6.05K $458K
XLP
Consumer Staples Sector Spdr

ETFs
5.78K
New
N/A
5.78K $439K
MKL
Markel Corp

Financial Services
202
New
$1678.5 - $1997.36 $339K - $403K
202 $403K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.51K
New
$141.37 - $228.57 $214K - $345K
1.51K $342K
VDE
Vanguard Energy ETF

ETFs
2.38K
New
$105.87 - $130.56 $252K - $310K
2.38K $283K
VAW
Vanguard Materials ETF

ETFs
1.44K
New
$163.82 - $196.64 $237K - $284K
1.44K $281K
IAU
Ishares Gold Trust

ETFs
4.31K
New
$56.1 - $64.74 $242K - $279K
4.31K $269K
XLU
Utilities Sector Spdr

ETFs
3.27K
New
$73.09 - $82.77 $239K - $271K
3.27K $267K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.94K
New
N/A
3.94K $246K
GILD
Gilead Sciences, Inc.

Healthcare
2.13K
New
$96.91 - $113.0 $206K - $240K
2.13K $235K
META
Meta Platforms, Inc.

Communication Services
311
New
$484.66 - $738.09 $151K - $230K
311 $229K
ETN
Eaton Corp PLC

Industrials
623
New
$246.52 - $356.99 $154K - $222K
623 $222K
APH
Amphenol Corp

Technology
2.25K
New
$59.09 - $98.75 $133K - $222K
2.25K $222K
AVGO
Broadcom Inc.

Technology
806
New
$146.29 - $275.65 $118K - $222K
806 $222K
Brookfield Corp
46.5K
New
N/A
46.5K $0
Linde PLC
551
New
N/A
551 $0
Coherent Corp
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 65 New Holdings 34 Increased Positions 31 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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