StockDriftsStockDriftsTop 50 10elms LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | 10.85% | 265.5K | $25.6M | +41.80%(+78.25K) | $83.42(+21.32%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 5.2% | 64.5K | $12.3M | +26.62%(+13.56K) | $126.61(+50.67%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.08% | 116.2K | $9.6M | +15.55%(+15.64K) | $60.73(+33.86%) | 2026-06-30 | |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | 3.94% | 96.4K | $9.3M | +59.26%(+35.87K) | $92.63(+9.43%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 3.24% | 35.8K | $7.6M | +67.35%(+14.42K) | $196.71(+15.42%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 3.2% | 102.9K | $7.6M | +78.38%(+45.22K) | $73.54(-1.44%) | 2026-06-30 | |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | 2.83% | 30.5K | $6.7M | +61.21%(+11.58K) | $190.94(+18.98%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 2.49% | 7.9K | $5.9M | +23.63%(+1.51K) | $626.10(+24.24%) | 2026-06-30 | |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | 2.38% | 35.4K | $5.6M | +2.85%(+981) | $146.75(+14.74%) | 2026-06-30 | |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 2.18% | 15.1K | $5.2M | +35.00%(+3.90K) | $229.74(+37.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.60% |
10elms LLP reports $236.31M in US-listed equity holdings across 526 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (10.8%), XLK (5.2%) and IEMG (4.1%). The top 20 holdings account for 59.01% of reported assets. Its disclosed equity book has returned +28.00% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 10elms LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056650). View 10elms LLP’s 13F filings on SEC