10Elms LLP reported 103 positions worth $16.85M for the quarter ended Jun 30, 2026, up 22.6% on the prior quarter. It opened 32 new positions, added to 35, trimmed 7 and exited 1. Its largest holding is Caterpillar Inc at 14.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +718 | +173.4% | $207.78K | 1.94% |
| PSX Phillips 66 | +983 | +72.6% | $166.19K | 2.35% |
| GOOGL Alphabet Inc. | +297 | +11.3% | $106.15K | 6.19% |
| COP Conocophillips | +1,000 | +358.4% | $103.96K | 0.789% |
| MSFT Microsoft Corp | +201 | +24.6% | $75.01K | 2.26% |
| CMI Cummins Inc | +100 | – | $71.32K | 0.423% |
| LLY ELI LILLY & Co | +58 | +89.2% | $69.57K | 0.876% |
| BRK-B Berkshire Hathaway Inc | +135 | +18.5% | $67.55K | 2.57% |
| IBIT iShares Bitcoin Trust ETF | +1,666 | – | $55.46K | 0.329% |
| AMZN Amazon Com Inc | +218 | +7.7% | $51.96K | 4.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QCOM Qualcomm Inc | -1,967 | -48.2% | $363.45K | 2.32% |
| BX Blackstone Inc. | -1,886 | -29.1% | $221.91K | 3.2% |
| EIX Edison International | -999 | -100.0% | $73.11K | Exited |
| CVX Chevron Corp | -200 | -87.0% | $33.15K | 0.03% |
| NVDA Nvidia Corp | -130 | -6.8% | $26.02K | 2.12% |
| PEP Pepsico Inc | -151 | -6.9% | $20.44K | 1.64% |
| KMI Kinder Morgan, Inc. | -500 | -6.7% | $15.99K | 1.32% |
| KKR KKR & Co. Inc. | -98 | -3.4% | $9.00K | 1.53% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CMI Cummins Inc | +100 | $71.32K | 0.423% |
| IBIT iShares Bitcoin Trust ETF | +1,666 | $55.46K | 0.329% |
| FICO Fair Isaac Corp | +43 | $51.38K | 0.305% |
| ABT Abbott Laboratories | +546 | $49.52K | 0.294% |
| ORCL Oracle Corp | +301 | $44.14K | 0.262% |
| ADI Analog Devices Inc | +103 | $40.91K | 0.243% |
| ALL Allstate Corp | +132 | $31.41K | 0.186% |
| BMY Bristol Myers Squibb Co | +504 | $29.01K | 0.172% |
| UL Unilever Plc | +449 | $26.99K | 0.16% |
| LIN Linde Plc | +47 | $24.39K | 0.145% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EIX Edison International | -999 | $73.11K | 0.532% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAT Caterpillar Inc | Industrials | 2,364 | $2.52M | 14.94% | 0 | 0.0% | Unchanged | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 2,917 | $1.04M | 6.19% | +297 | +11.3% | Added | 0% |
| 3 | EPD Enterprise Products Partners L.P. | Energy | 27.7K | $1.02M | 6.04% | +1,016 | +3.8% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 2,240 | $791.46K | 4.7% | 0 | 0.0% | Unchanged | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 3,063 | $730.08K | 4.33% | +218 | +7.7% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 1,976 | $646.77K | 3.84% | +112 | +6.0% | Added | 0% |
| 7 | AB Alliancebernstein Holding L.P. | Financial Services | 15.6K | $547.78K | 3.25% | +93 | +0.6% | Added | 0.02% |
| 8 | BX Blackstone Inc. | Financial Services | 4,584 | $539.37K | 3.2% | -1,886 | -29.1% | Reduced | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 864 | $432.34K | 2.57% | +135 | +18.5% | Added | 0% |
| 10 | PSX Phillips 66 | Energy | 2,337 | $395.09K | 2.35% | +983 | +72.6% | Added | 0% |
| 11 | QCOM Qualcomm Inc | Technology | 2,115 | $390.79K | 2.32% | -1,967 | -48.2% | Reduced | 0% |
| 12 | MSFT Microsoft Corp | Technology | 1,019 | $380.26K | 2.26% | +201 | +24.6% | Added | 0% |
| 13 | NVDA Nvidia Corp | Technology | 1,783 | $356.85K | 2.12% | -130 | -6.8% | Reduced | 0% |
| 14 | WFC Wells Fargo & Company | Financial Services | 4,281 | $353.78K | 2.1% | +310 | +7.8% | Added | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 916 | $346.02K | 2.05% | +136 | +17.4% | Added | 0% |
Tip. Select a row to see that position’s full history at 10Elms LLP.
As of its Q2 2026 13F filing, 10Elms LLP’s five largest positions were Caterpillar Inc (CAT) at 14.9%, Alphabet Inc. (GOOGL) at 6.2%, Enterprise Products Partners L.P. (EPD) at 6.0%, Alphabet Inc. (GOOG) at 4.7%, Amazon Com Inc (AMZN) at 4.3% of the reported portfolio.
10Elms LLP reported a 13F portfolio worth $16.85M across 103 positions for Q2 2026. That is up 22.6% from the previous quarter.
Its largest purchases by value were Apple Inc. ($207.78K), Phillips 66 ($166.19K), Alphabet Inc. ($106.15K). It opened 32 new positions.
Its largest sales by value were Qualcomm Inc ($363.45K), Blackstone Inc. ($221.91K), Edison International ($73.11K). It exited 1 positions entirely.
From the Form 13F-HR reports 10Elms LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.