Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eley Financial Management, Inc (CIK 1965267) reported $277.1M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($26.4M, 9.54%), IVV ($24.8M, 8.96%), IJH ($16.9M, 6.11%), IEI ($12.1M, 4.38%), IGLB ($10.4M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARESTR | $26.4M | 9.54% | 266,209 | Added |
| 2 | IVV | ISHARESTR | $24.8M | 8.96% | 37,988 | Trimmed |
| 3 | IJH | ISHARESTR | $16.9M | 6.11% | 250,529 | Added |
| 4 | IEI | ISHARESTR | $12.1M | 4.38% | 102,356 | Trimmed |
| 5 | IGLB | ISHARESTR | $10.4M | 3.76% | 210,023 | Added |
| 6 | SHY | ISHARESTR | $8.3M | 2.99% | 100,280 | Added |
| 7 | AAPL | AppleComputerInc | $8.1M | 2.92% | 31,838 | Added |
| 8 | CMI | CumminsInc | $7.9M | 2.83% | 14,600 | Trimmed |
| 9 | NVDA | NvidiaCorp | $7.4M | 2.68% | 42,565 | Trimmed |
| 10 | GOOG | AlphabetIncClassC | $6.5M | 2.35% | 22,725 | Trimmed |
| 11 | EMXC | ISHARESINC | $6.2M | 2.24% | 78,779 | Added |
| 12 | MSFT | MicrosoftCorp. | $6.0M | 2.18% | 16,332 | Added |
| 13 | AVGO | BroadcomInc | $5.7M | 2.06% | 18,406 | Trimmed |
| 14 | AMZN | AmazonComInc | $5.6M | 2.01% | 26,739 | Added |
| 15 | JNJ | Johnson&Johnson | $5.5M | 1.99% | 22,504 | Added |
| 16 | FENY | FIDELITYCOVINGTONTRUST | $5.5M | 1.98% | 161,414 | Added |
| 17 | IUSV | ISHARESTR | $5.3M | 1.90% | 51,500 | Added |
| 18 | VGT | VANGUARDWORLDFDS | $5.2M | 1.88% | 7,461 | Trimmed |
| 19 | LOW | Lowes | $5.1M | 1.83% | 21,444 | Added |
| 20 | COST | CostcoCompaniesInc | $5.1M | 1.83% | 5,090 | Trimmed |
| 21 | UNP | UnionPacificCorp | $5.0M | 1.81% | 20,713 | Added |
| 22 | IJS | ISHARESTR | $5.0M | 1.79% | 41,841 | Trimmed |
| 23 | VRT | VERTIVHOLDINGSCO | $4.9M | 1.78% | 19,673 | Trimmed |
| 24 | IEFA | ISHARESTR | $4.9M | 1.78% | 54,607 | Added |
| 25 | DTE | DetroitEdison | $4.6M | 1.68% | 31,743 | Added |
Source: SEC Form 13F filings · as of 2026-03-31