10Elms LLP Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$99.5B

Holdings

526

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (526 positions)

StockValue
RY 0.875 01/20/26 GMTNROYAL BANK OF 0875 26F DUE 01/20/26
$4.9M
TX FORUTL 3.12 09/01/2029FORT BEND CNTY 312529GO UTX DUE 09/01/29OID ASSURED GUARANTY MUN
$4.8M
GS 1 02/26/26 MTNTHE GOLDMAN SACHS G 126 DUE 02/26/26
$4.8M
AL INFMED 3 02/01/2029INFIRMARY HEALTH SY 329SYST HLTH DUE 02/01/29OID XTRO
$4.8M
NC HARGEN 3.5 06/01/2036HARNETT CNTY N C 3536SPLO DUE 06/01/36OID
$4.7M
OK UNIHSG 4 07/01/2039UNIVERSITY OKLA REV 439PUB EDUC DUE 07/01/39OID
$4.7M
TX HARUTL 3.5 12/01/2033HARRIS CNTY TEX M 3533WRSR UTIL DUE 12/01/33OID
$4.7M
IWSISHARES RUSSELL MID CAP VALUE ETF
$4.7M
NC UNCHGR 2.13 04/01/2031UNIVERSITY N C 212731PUB EDUC DUE 04/01/31XTRO TAXBL
$4.4M
NC DUR 1.35 10/01/2029DURHAM N C LTD O 13529VP DUE 10/01/29TAXBL
$4.4M
CVSCVS HEALTH CORP
$4.2M
IBHIISHARS IBND 2029 TRM HG YLD INCM ETF
$3.5M
PLDPROLOGIS INC REIT
$3.5M
EVRGEVERGY INC
$2.5M
NC CHAMED 4 01/15/2039CHARLOTTE-MECKLENBU 439SYST HLTH DUE 01/15/39OID XTRO
$1.9M
WBDWARNER BROS DISCOVERY IN
$1.9M
DOVDOVER CORP
$1.8M
IWRISHARES RUSSELL MID CAP ETF
$1.7M
CSTKINVESCO S&P 500 DOWNSIDEHEDGED ETF
$948K
SPDWSPDR PORTFOLIO DEVELOPEDWORLD EX-US
$437K
ALSALLSTATE CORP
$207K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$136K
HYPDEYENOVIA INC
$99K
EMGFISHARES EMG MRKTS EQTY FACTOR ETF
$94K
FNDFSCHWAB FUNDAMNTL INTRNL EQT ETF
$72K
GEMGLDMN SACH ACTVBETA EMRGMKT EQY ETF
$33K
PreviousPage 6 of 6