StoryOne LLC
Filing Date
3Y Alpha vs SPY
-30.4%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.0%
SPY
+9.1%
Annualised alpha
-30.4%
Max drawdown
−0.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
51 positions ·
$0 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Held | 0 | $0 | — | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 0 | $0 | — | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 0 | $0 | — | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 0 | $0 | — | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 0 | $0 | — | |
| V |
Visa Inc.
Financial Services
|
Held | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
Held | 0 | $0 | — | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 0 | $0 | — | |
| CVX |
Chevron Corp
Energy
|
Held | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
Held | 0 | $0 | — | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 0 | $0 | — | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 0 | $0 | — | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 0 | $0 | — | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 0 | $0 | — | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 0 | $0 | — | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 0 | $0 | — | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 0 | $0 | — | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 0 | $0 | — | |
| MS |
Morgan Stanley
Financial Services
|
Held | 0 | $0 | — | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 0 | $0 | — | |
| MU |
Micron Technology Inc
Technology
|
Held | 0 | $0 | — | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 0 | $0 | — | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 0 | $0 | — | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 0 | $0 | — | |
| LRCX |
Lam Research Corp
Technology
|
Held | 0 | $0 | — | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 0 | $0 | — | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 0 | $0 | — | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 0 | $0 | — | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 0 | $0 | — | |
| GLD |
Spdr Gold Trust
|
Held | 0 | $0 | — | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 0 | $0 | — | |
| HON |
Honeywell International Inc
Industrials
|
Held | 0 | $0 | — | |
| GE |
General Electric Co
Industrials
|
Held | 0 | $0 | — | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 0 | $0 | — | |
| MA |
Mastercard Inc
Financial Services
|
Held | 0 | $0 | — | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 0 | $0 | — | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 0 | $0 | — | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 0 | $0 | — | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 0 | $0 | — | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 0 | $0 | — | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 0 | $0 | — | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 0 | $0 | — | |
| PSBD |
Palmer Square Capital BDC Inc.
Financial Services
|
Held | 0 | $0 | — | |
| AAPL |
Apple Inc.
Technology
|
Held | 0 | $0 | — | |
| ORCL |
Oracle Corp
Technology
|
Held | 0 | $0 | — | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 0 | $0 | — | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 0 | $0 | — | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 0 | $0 | — | |
| LIN |
Linde PLC
Basic Materials
|
Held | 0 | $0 | — |