Arkolith/Funds/Eley Financial Management, Inc

Eley Financial Management, Inc

CIK 1965267
Holdings as of Mar 31, 2026·disclosed May 19, 2026·~49-day 13F lag·13F-HR/AAmended
Active Filer

Eley Financial Management, Inc holds a focused book of 50 stocks worth $277.1M as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). This quarter they opened UNITED RENTALS INC and trimmed ISHARES CORE U.S. AGGREGATE. Their largest long position is ISHARES CORE U.S. AGGREGATE at 33% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
28
existing
Trimmed
16
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
63%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Health Care
3%
Industrials
3%
Consumer Discretionary
2%
Financials
2%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • −5.2%$4.9M
  • AccentureLTD
    −61%$1.7M
  • NvidiaCorp
    −3.1%$238K
  • AlphabetIncClassA
    −2.1%$209K
  • VANGUARDWORLDFDS
    −3.3%$180K
  • CumminsInc
    −2.0%$160K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

69 positions
#SecurityValueShares% PortLast moveHistory
1Isharestr
COREUSAGGBDET
$26.4M266.2K
9.5%
+2.1%
Added · +6K sh
2Isharestr
CORES&P500ETF
$24.8M38.0K
9.0%
−3.5%
Reduced · −1K sh
3Isharestr
CORES&PMCPETF
$16.9M250.5K
6.1%
+0.5%
Added · +1K sh
4Isharestr
37YRTREASBD
$12.1M102.4K
4.4%
−0.1%
Reduced · −154 sh
5Isharestr
10+YRINVSTGRD
$10.4M210.0K
3.8%
+2.1%
Added · +4K sh
6Isharestr
13YRTREASBD
$8.3M100.3K
3.0%
+2.6%
Added · +3K sh
7AppleComputerInc
COM
$8.1M31.8K
2.9%
+0.2%
Added · +51 sh
8CumminsInc
COM
$7.9M14.6K
2.8%
−2.0%
Reduced · −297 sh
9NvidiaCorp
COM
$7.4M42.6K
2.7%
−3.1%
Reduced · −1K sh
10AlphabetIncClassC
CAPSTKCLC
$6.5M22.7K
2.4%
−0.9%
Reduced · −202 sh
11Isharesinc
MSCIEMRGCHN
$6.2M78.8K
2.2%
+2.4%
Added · +2K sh
12MicrosoftCorp.
COM
$6.0M16.3K
2.2%
+0.4%
Added · +70 sh
13BroadcomInc
COM
$5.7M18.4K
2.1%
−0.2%
Reduced · −37 sh
14AmazonComInc
COM
$5.6M26.7K
2.0%
+0.5%
Added · +121 sh
15Johnson&Johnson
COM
$5.5M22.5K
2.0%
+0.2%
Added · +41 sh
16Fidelitycovingtontrust
MSCIENERGYIDX
$5.5M161.4K
2.0%
+0.3%
Added · +549 sh
17Isharestr
CORES&PUSVLU
$5.3M51.5K
1.9%
+1.6%
Added · +815 sh
18Vanguardworldfds
INFTECHETF
$5.2M7.5K
1.9%
−3.3%
Reduced · −258 sh
19CostcoCompaniesInc
COM
$5.1M5.1K
1.8%
~0%
Reduced · −1 sh
20Lowes
COM
$5.1M21.4K
1.8%
+0.4%
Added · +95 sh
21UnionPacificCorp
COM
$5.0M20.7K
1.8%
+0.7%
Added · +147 sh
22Isharestr
SPSMCP600VLETF
$5.0M41.8K
1.8%
−0.3%
Reduced · −130 sh
23Isharestr
COREMSCIEAFE
$4.9M54.6K
1.8%
+2.8%
Added · +1K sh
24Vertivholdingsco
COMCLA
$4.9M19.7K
1.8%
−1.3%
Reduced · −250 sh
25DetroitEdison
COM
$4.6M31.7K
1.7%
+0.8%
Added · +251 sh
26Isharestr
ISHS 1-5YR INVS
$3.9M74.4K
1.4%
New
New position
27Isharestr
CORES&PSCPETF
$3.8M30.5K
1.4%
+1.5%
Added · +440 sh
28UnitedRentalsInc
COM
$3.3M4.6K
1.2%
New
New position
29AlphabetIncClassA
CAPSTKCLA
$3.3M11.4K
1.2%
−4.4%
Reduced · −527 sh
30Fidelitycovingtontrust
MSCIINFOTECHI
$3.2M15.6K
1.2%
+1.5%
Added · +229 sh
31Mastercardincorporated
CLA
$2.8M5.6K
1.0%
+0.1%
Added · +8 sh
32Isharestr
MSCIKLD400SOC
$2.8M23.1K
1.0%
+1.9%
Added · +424 sh
33MckessonCorp.
COM
$2.8M3.2K
1.0%
−0.7%
Reduced · −22 sh
34KLACorp
COM
$2.7M1.9K
1.0%
−2.8%
Reduced · −54 sh
35Isharestr
ESGAWRUSAGRGT
$2.6M54.4K
0.9%
−0.3%
Reduced · −180 sh
36JPMorganChase&Co
COM
$2.3M8.0K
0.8%
−2.0%
Reduced · −166 sh
37Fidelitymerrimackstrtr
TOTALBDETF
$2.1M45.9K
0.8%
+1.2%
Added · +537 sh
38AmeripriseFinancialInc
COM
$1.9M4.3K
0.7%
+0.8%
Added · +33 sh
39Merck&Co.Inc.
COM
$1.9M15.9K
0.7%
+1.2%
Added · +192 sh
40Vanguardbdindexfds
TOTALBNDMRKT
$1.8M24.5K
0.7%
−0.4%
Reduced · −103 sh
41CFIndustriesHoldings,Inc
COM
$1.8M13.8K
0.6%
+0.6%
Added · +87 sh
42Schwabstrategictr
USBRDMKTETF
$1.7M68.2K
0.6%
+0.2%
Added · +156 sh
43Schwabstrategictr
USAGGREGATEB
$1.6M70.1K
0.6%
+0.5%
Added · +322 sh
44ChevrontexacoCorp
COM
$1.6M7.6K
0.6%
+2.6%
Added · +195 sh
45MetaPlatformsIncClassA
CLA
$1.6M2.7K
0.6%
+1.0%
Added · +28 sh
46Conocophillips
COM
$1.6M11.8K
0.6%
+3.1%
Added · +356 sh
47Abbvieinc
COM
$1.3M5.8K
0.5%
+1.6%
Added · +91 sh
48Vanguardworldfds
TOTALSTKMKT
$1.3M3.9K
0.5%
−0.3%
Reduced · −10 sh
49MetlifeInc
COM
$1.2M16.5K
0.4%
+1.8%
Added · +296 sh
50VerizonCommunications
COM
$1.1M22.8K
0.4%
+1.7%
Added · +383 sh
Showing 50 of 69 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 19, 202669$277.1M13F-HR/A
Q4 2025Dec 31, 2025Feb 12, 202667$278.4M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202568$277.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202566$260.5M13F-HR
Q1 2025Mar 31, 2025May 13, 202566$249.5M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202568$256.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202467$248.5M13F-HR
Q2 2024Jun 30, 2024Aug 9, 202468$235.9M13F-HR
Q1 2024Mar 31, 2024May 14, 202468$232.2M13F-HR
Q4 2023Dec 31, 2023Feb 2, 202468$213.4M13F-HR
Q3 2023Sep 30, 2023Oct 31, 202368$196.3M13F-HR
Q2 2023Jun 30, 2023Aug 3, 202369$205.3M13F-HR
Q1 2023Mar 31, 2023May 11, 202370$193.5M13F-HR
Q4 2022Dec 31, 2022May 12, 202369$185.6M13F-HR
Amended / restated
  • Q1 2026 · filed May 15, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.