Fund Holdings

Eley Financial Management, Inc

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 167 of 67 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
AlphabetIncClassC24,75522,927-1,8286,029,0807,194,493+1,165,413
CumminsInc15,31214,897-4156,467,3297,603,918+1,136,589
ISHARESTR38,94239,348+40626,063,88126,950,677+886,796
ISHARESTR243,036249,281+6,24515,860,49716,452,546+592,049
ISHARESTR253,743260,590+6,84725,437,73626,027,679+589,943
AlphabetIncClassA12,88811,891-9973,133,0733,721,883+588,810
Johnson&Johnson22,12622,463+3374,102,5104,648,614+546,104
ISHARESINC75,17976,946+1,7675,075,3345,592,435+517,101
AppleComputerInc32,03031,787-2438,155,8828,641,504+485,622
Merck&Co.Inc.15,44515,746+3011,296,3161,657,429+361,113
AccentureLTD13,74613,765+193,389,6403,693,150+303,510
Bristol-MyersSquibbCo36,78735,944-8431,659,0941,938,819+279,725
AmazonComInc26,75926,618-1415,875,4746,143,967+268,493
ISHARESTR51,56853,132+1,5644,502,4024,753,189+250,787
ISHARESTR49,89150,685+7944,986,6055,197,240+210,635
MASTERCARDINCORPORATED5,2865,635+3493,006,7303,216,909+210,179
ISHARESINC04,660+4,6600205,832+205,832
VANGUARDWHITEHALLFDS01,432+1,4320205,521+205,521
ISHARESTR41,43441,971+5374,582,1864,772,885+190,699
KLACorp1,9801,913-672,135,6282,324,448+188,820
ISHARESTR95,38297,708+2,3267,912,8918,092,177+179,286
ISHARESTR29,45530,011+5563,500,1383,606,722+106,584
TargetCorporation8,0238,182+159719,663799,791+80,128
SCHWABSTRATEGICTR66,47369,788+3,3151,560,1211,630,946+70,825
SCHWABSTRATEGICTR66,82168,075+1,2541,717,9681,785,607+67,639
VERTIVHOLDINGSCO20,96219,923-1,0393,162,3273,227,725+65,398
ISHARESTR53,03354,589+1,5562,547,1512,612,060+64,909
MckessonCorp.3,3343,212-1222,575,6482,634,771+59,123
SELECTSECTORSPDRTR3,4763,4760483,755538,085+54,330
ISHARESTR200,362205,654+5,29210,326,65710,375,244+48,587
ISHARESTR19,54120,240+699856,873903,716+46,843
ISHARESTR23,07822,715-3632,906,6742,926,373+19,699
VANGUARDBDINDEXFDS24,30624,632+3261,807,6151,824,503+16,888
SCHWABSTRATEGICTR35,66035,268-392994,9141,004,433+9,519
AmeripriseFinancialInc4,2684,292+242,096,6552,104,539+7,884
Conocophillips11,27111,473+2021,066,1241,073,988+7,864
FIDELITYMERRIMACKSTRTR44,96645,327+3612,079,2282,086,855+7,627
SCHWABSTRATEGICTR24,78524,663-122734,627741,616+6,989
SCHWABSTRATEGICTR10,49710,4970276,491282,474+5,983
ABBVIEINC5,6445,729+851,306,8121,309,019+2,207
ISHARESTR10,44510,424-21444,539443,854-685
ISHARESTR102,415102,510+9512,239,61712,234,509-5,108
ChevrontexacoCorp7,2817,385+1041,130,6661,125,548-5,118
UnileverPLC20,33918,282-2,0571,205,6961,195,643-10,053
FIDELITYCOVINGTONTRUST4,5234,451-72465,281454,714-10,567
FIDELITYCOVINGTONTRUST15,59215,368-2243,464,0753,452,729-11,346
ISHARESTR3,5433,466-77433,840421,500-12,340
JPMorganChase&Co8,3568,130-2262,635,7332,619,649-16,084
UnionPacificCorp20,20820,566+3584,776,5654,757,211-19,354
FIDELITYCOVINGTONTRUST4,1863,334-852279,918247,668-32,250
MetlifeInc16,10216,216+1141,326,3221,280,091-46,231
VANGUARDWORLDFDS4,1773,925-2521,370,7661,315,935-54,831
ISHARESTR51,00351,646+6434,558,1384,501,465-56,673
VerizonCommunications22,03022,375+345968,222911,353-56,869
AbbottLaboratories10,72510,817+921,436,5071,355,262-81,245
VANGUARDWORLDFDS7,9637,719-2445,945,4155,818,428-126,987
ISHARESTR7,2215,883-1,338768,964630,128-138,836
CFIndustriesHoldings,Inc13,43913,677+2381,205,4781,057,779-147,699
Lowes21,24621,349+1035,339,2075,148,404-190,803
MetaPlatformsIncClassA2,7252,708-172,001,1861,787,524-213,662
DetroitEdison30,70631,492+7864,342,6794,061,774-280,905
FIDELITYCOVINGTONTRUST177,456160,865-16,5914,386,7123,984,614-402,098
CostcoCompaniesInc5,2705,091-1794,878,0704,389,742-488,328
MicrosoftCorp.16,31716,262-558,451,3907,864,628-586,762
BroadcomInc21,91618,443-3,4737,230,3086,383,122-847,186
NvidiaCorp54,57843,932-10,64610,183,1638,193,318-1,989,845
FiservCorp35,75633,133-2,6234,610,0212,225,544-2,384,477
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