StoryOne LLC

Registered adviser

CIK

2079652

Location

OVERLAND PARK, KS

Portfolio Value

Small $181,255,014

Diversification

Diversified

Filing Date

Global Rank

#6,228 / 8,807 ▲ 199 · as of Jun 2026

Top Industry

Semiconductors 33.2%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 331394

Roster of Oct 1, 2026

Regulatory AUM

$259,411,503

Main clients

Individuals and high net worth (87% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$259,411,503	Individuals and high net worth (87%)
Apr 2025 to Mar 2026	$143,514,631	Individuals and high net worth (94%)
Nov 2024 to Mar 2025	$118,271,044	Individuals and high net worth (91%)
Jul 2024 to Oct 2024	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 79.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 71.4%; sector active share 64.6% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

79 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.9%

+4.5 pts

Top 5

62.1%

−0.0 pts

Top 10

76.6%

−2.9 pts

HHI

1,058

Diversified+134

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.6%	$111,581,132	23
Technology	23.2%	$42,049,984	21
Communication Services	4.9%	$8,798,927	4
Consumer Cyclical	3.0%	$5,372,332	4
Financial Services	2.1%	$3,825,532	8
Industrials	1.9%	$3,496,421	4
Healthcare	1.5%	$2,790,254	6
Consumer Defensive	0.8%	$1,530,546	5
Energy	0.7%	$1,243,008	2
Utilities	0.2%	$298,188	1
Real Estate	0.1%	$268,690	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+17,864	19,942	$1,681,110
PLTR	Palantir Technologies Inc.	+13,022	15,482	$2,895,908
NVDA	Nvidia Corp	+6,528	37,648	$8,598,050
MRVL	Marvell Technology, Inc.	+5,116	6,399	$1,690,679
IJT	iShares S&P Small-Cap 600 Growth ETF	+4,511	57,835	$0
LRCX	Lam Research Corp	+4,096	5,527	$1,815,674
GOOG	Alphabet Inc.	+3,950	9,689	$3,301,429
DIA	Spdr Dow Jones Industrial Average ETF Trust	+3,807	43,297	$22,018,689
AVGO	Broadcom Inc.	+3,562	10,028	$3,521,733
QQQ	Invesco Qqq Trust, Series 1	+3,026	58,622	$43,366,796
AMD	Advanced Micro Devices Inc	+2,696	9,335	$5,710,779
VOO	VANGUARD 500 INDEX FUND	+1,433	34,412	$24,117,994
MU	Micron Technology Inc	+1,348	2,271	$2,418,864
GOOGL	Alphabet Inc.	+805	11,829	$4,070,122
XOM	ExxonMobil Holdings Corp	+109	5,315	$865,016
WFC	Wells Fargo & Company/Mn	+92	3,858	$308,832
KO	Coca Cola Co	+83	3,491	$300,505
VUG	VANGUARD GROWTH INDEX FUND	+79	10,033	$904,073
SOXX	iShares Semiconductor ETF	+66	2,001	$0
CVX	Chevron Corp	+62	1,851	$377,992
BAC	Bank Of America Corp /De/	+52	5,195	$282,763
MA	Mastercard Inc	+42	513	$282,904
INTC	Intel Corp	+40	3,656	$439,560
CSCO	Cisco Systems, Inc.	+34	5,447	$586,260
V	Visa Inc.	+31	1,867	$670,869
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
USTB	VictoryShares Short-Term Bond ETF	−19,116	258,560	$12,896,972
SCHF	Schwab International Equity ETF	−11,886	16,394	$450,343
AGG	iShares Core U.S. Aggregate Bond ETF	−9,196	52,485	$0
AAPL	Apple Inc.	−7,163	13,767	$4,584,686
—		−4,593	143,507	$0
META	Meta Platforms, Inc.	−3,543	1,689	$1,224,829
EFA	iShares MSCI EAFE ETF	−2,151	15,244	$0
VEA	Vanguard FTSE Developed Markets ETF	−1,961	39,225	$2,769,677
MSFT	Microsoft Corp	−1,618	9,928	$5,092,071
TSLA	Tesla, Inc.	−675	2,648	$939,536
MGC	VANGUARD MEGA CAP INDEX FUND	−546	2,829	$798,654
NEE	Nextera Energy Inc	−408	3,937	$298,188
WMT	Walmart Inc.	−395	5,066	$526,458
PG	PROCTER & GAMBLE Co	−322	1,743	$253,223
AMZN	Amazon Com Inc	−239	8,537	$2,126,993
GLD	Spdr Gold Trust	−176	5,022	$1,912,578
HD	Home Depot, Inc.	−119	963	$273,963
BRK-B	Berkshire Hathaway Inc	−57	1,846	$919,215
KLAC	Kla Corp	−55	1,335	$260,231
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−53	1,967	$736,130
COST	Costco Wholesale Corp /New	−29	261	$237,598
IWB	iShares Russell 1000 ETF	−20	9,096	$0
GEV	GE Vernova Inc.	−2	352	$334,572
IEI	iShares 3-7 Year Treasury Bond ETF	−1	3,650	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	9,879	$2,383,901
ALAB	Astera Labs, Inc.	2,181	$776,370
COHR	Coherent Corp.	794	$228,521
CRWD	CrowdStrike Holdings, Inc.	843	$223,184
MRK	Merck & Co., Inc.	1,504	$218,546
AMGN	Amgen Inc	514	$216,656
PEP	Pepsico Inc	1,679	$212,762
NFLX	Netflix Inc	2,911	$202,547
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FYC	First Trust Small Cap Growth AlphaDEX Fund	22,632	$2,881,958
ORCL	Oracle Corp	6,429	$942,169
ACLS	Axcelis Technologies Inc	1,476	$279,628
LIN	Linde PLC	425	$220,549
C	Citigroup Inc	1,541	$215,678
SNDK	Sandisk Corp	94	$213,730
TXN	Texas Instruments Inc	702	$209,245
UNH	Unitedhealth Group Inc	484	$201,164
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $181,255,014 total · filing declares 79 positions · $221,627,108 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	58,622	+3,026	$43,366,796	+5.9%	23.93%
VOO	VANGUARD 500 INDEX FUND	Added	34,412	+1,433	$24,117,994	+6.5%	13.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	43,297	+3,807	$22,018,689	+6.7%	12.15%
USTB	VictoryShares Short-Term Bond ETF	Reduced	258,560	-19,116	$12,896,972	−8.2%	7.12%
NVDA	Nvidia Corp Technology	Added	37,648	+6,528	$8,598,050	+38.1%	4.74%
AMD	Advanced Micro Devices Inc Technology	Added	9,335	+2,696	$5,710,779	+48.1%	3.15%
MSFT	Microsoft Corp Technology	Reduced	9,928	-1,618	$5,092,071	+18.2%	2.81%
AAPL	Apple Inc. Technology	Reduced	13,767	-7,163	$4,584,686	−24.3%	2.53%
GOOGL	Alphabet Inc. Communication Services	Added	11,829	+805	$4,070,122	+3.3%	2.25%
AVGO	Broadcom Inc. Technology	Added	10,028	+3,562	$3,521,733	+44.2%	1.94%
GOOG	Alphabet Inc. Communication Services	Added	9,689	+3,950	$3,301,429	+62.8%	1.82%
PLTR	Palantir Technologies Inc. Technology	Added	15,482	+13,022	$2,895,908	+909.0%	1.60%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	39,225	-1,961	$2,769,677	−5.6%	1.53%
MU	Micron Technology Inc Technology	Added	2,271	+1,348	$2,418,864	+127.0%	1.33%
VRT	Vertiv Holdings Co Industrials	NEW	9,879	NEW	$2,383,901	NEW	1.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,537	-239	$2,126,993	+1.7%	1.17%
RIVN	Rivian Automotive, Inc. / DE CALL Consumer Cyclical	NEW	136,000	NEW	$2,031,840	NEW	1.12%
GLD	Spdr Gold Trust	Reduced	5,022	-176	$1,912,578	−0.1%	1.06%
LRCX	Lam Research Corp Technology	Added	5,527	+4,096	$1,815,674	+192.8%	1.00%
MRVL	Marvell Technology, Inc. Technology	Added	6,399	+5,116	$1,690,679	+342.4%	0.93%
APH	Amphenol Corp /De/ Technology	Added	19,942	+17,864	$1,681,110	+129.4%	0.93%
META	Meta Platforms, Inc. Communication Services	Reduced	1,689	-3,543	$1,224,829	−58.4%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,648	-675	$939,536	−32.8%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,846	-57	$919,215	−3.5%	0.51%
VUG	VANGUARD GROWTH INDEX FUND	Added	10,033	+79	$904,073	+5.4%	0.50%
XOM	ExxonMobil Holdings Corp Energy	Added	5,315	+109	$865,016	+21.5%	0.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,584	+29	$854,864	+2.2%	0.47%
LLY	ELI LILLY & Co Healthcare	Added	719	+12	$831,940	−1.9%	0.46%
MGC	VANGUARD MEGA CAP INDEX FUND	Reduced	2,829	-546	$798,654	−13.5%	0.44%
ALAB	Astera Labs, Inc. Technology	NEW	2,181	NEW	$776,370	NEW	0.43%
JNJ	Johnson & Johnson Healthcare	Added	2,835	+24	$750,537	+5.1%	0.41%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,967	-53	$736,130	−1.5%	0.41%
V	Visa Inc. Financial Services	Added	1,867	+31	$670,869	+6.5%	0.37%
CSCO	Cisco Systems, Inc. Technology	Added	5,447	+34	$586,260	−7.8%	0.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,066	-395	$526,458	−14.9%	0.29%
ABBV	AbbVie Inc. Healthcare	Added	1,836	+25	$480,279	+5.4%	0.26%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	6,412	0	$465,767	+42.3%	0.26%
SCHF	Schwab International Equity ETF	Reduced	16,394	-11,886	$450,343	−42.5%	0.25%
INTC	Intel Corp Technology	Added	3,656	+40	$439,560	−12.9%	0.24%
GE	General Electric Co Industrials	Added	1,315	+5	$410,661	−16.1%	0.23%
AMAT	Applied Materials Inc /De Technology	Added	784	+5	$400,921	−28.8%	0.22%
SCHB	Schwab U.S. Broad Market ETF	Held	12,984	0	$380,561	+1.2%	0.21%
CVX	Chevron Corp Energy	Added	1,851	+62	$377,992	+27.5%	0.21%
CAT	Caterpillar Inc Industrials	Added	453	+2	$367,287	−23.5%	0.20%
ANET	Arista Networks, Inc. Technology	Added	1,722	+14	$350,581	+20.8%	0.19%
GEV	GE Vernova Inc. Industrials	Reduced	352	-2	$334,572	−19.6%	0.18%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,858	+92	$308,832	−0.8%	0.17%
KO	Coca Cola Co Consumer Defensive	Added	3,491	+83	$300,505	+8.5%	0.17%
NEE	Nextera Energy Inc Utilities	Reduced	3,937	-408	$298,188	−21.8%	0.16%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	433	+20	$292,296	+41.2%	0.16%

Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.