StockDriftsStockDriftsTop 50 Eley Financial Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARESTR | 10.21% | 42.1K | $31.5M | +16.92%(+6.09K) | $450.43(+72.93%) | 2026-06-30 | |
| AGG | ISHARESTR | 9.93% | 309.7K | $30.7M | +23.64%(+59.20K) | $97.58(-0.18%) | 2026-06-30 | |
| IJH | ISHARESTR | 6.66% | 266.9K | $20.6M | +11.09%(+26.63K) | $50.35(+56.02%) | 2026-06-30 | |
| IEI | ISHARESTR | 4.02% | 105.8K | $12.4M | +1.21%(+1.26K) | $115.11(+1.31%) | 2026-06-30 | |
| IGLB | ISHARESTR | 3.94% | 243.3K | $12.2M | +25.15%(+48.90K) | $50.31(-4.88%) | 2026-06-30 | |
| AAPL | AppleComputerInc | 2.87% | 30.7K | $8.9M | -4.06%(-1.30K) | $138.24(+120.90%) | 2026-06-30 | |
| SHY | ISHARESTR | 2.79% | 104.9K | $8.6M | +15.00%(+13.69K) | $81.75(+0.34%) | 2026-06-30 | |
| NVDA | NvidiaCorp | 2.76% | 42.7K | $8.5M | -24.43%(-13.79K) | $50.47(+347.89%) | 2026-06-30 | |
| CMI | CumminsInc | 2.67% | 11.6K | $8.2M | -25.07%(-3.87K) | $234.26(+174.52%) | 2026-06-30 | |
| EMXC | ISHARESINC | 2.48% | 74.8K | $7.7M | +2.23%(+1.63K) | $54.69(+81.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.91% | +36.45% | — | — | +49.11% |
| Top 20 Holdings Unweighted | +12.29% | +41.58% | — | — | +56.66% |
Eley Financial Management INC reports $308.81M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.2%), AGG (9.9%) and IJH (6.7%). The top 20 holdings account for 67.51% of reported assets. Its disclosed equity book has returned +36.45% on a three-year cumulative basis. 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 Eley Financial Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965267). View Eley Financial Management INC’s 13F filings on SEC