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10elms LLP
10ELMS LLP is an investment adviser based in Norman, Oklahoma. The firm was founded and registered in 2022 and is principally owned by Julie Hazzard and Ryan Hazzard. 10ELMS LLP manages investment portfolios for its clients, providing portfolio management and investment advisory services in compliance with SEC regulations. The firm primarily serves individual and institutional investors, with a focus on delivering tailored investment strategies.
Investment Strategy
10ELMS LLP manages diversified portfolios focusing primarily on exchange-traded funds (ETFs) across multiple sectors, including technology, healthcare, and international equities. The firm employs an asset allocation approach, with positions in core index-based funds and factor ETFs, aiming for long-term capital appreciation while managing risk through diversification. Portfolio changes are made based on market conditions and a disciplined rebalancing process.
Latest 13F Filing Activity
10elms LLP filed their most recent 13F report on Jun 30, 2025 disclosing 170 equity positions with a total 13F market value of $105M. The fund increased holdings in Technology Select Sectorspdr Etf, Ishares Core Msci Eafe Etf, Ishares Core Msci Emerging Etf among other positions. 10elms LLP reduced exposure to Select Sector Health Care SPDR Etf, Ishares Msci USA QLTY Fact Etf, Apple Inc. among others.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES CORE MSCI EAFE ETF | 9.54% | $10.0M | 120,099 | $70.91 | $83.48 | +$1.1M |
X XLK | TECHNOLOGY SELECT SECTORSPDR ETF | 5.30% | $5.6M | 21,971 | $231.33 | $253.23 | +$1.1M |
I IEMG | ISHARES CORE MSCI EMERGING ETF | 4.12% | $4.3M | 72,094 | $52.64 | $60.03 | +$566.9K |
X XLV | SELECT SECTOR HEALTH CARE SPDR ETF | 3.58% | $3.8M | 27,939 | $138.04 | $134.79 | -$341.2K |
U USMV | ISHARES MSCI USA MIN VOLFCTR ETF | 3.10% | $3.3M | 34,709 | $88.99 | $93.87 | +$134.4K |
Industry Allocation
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