Storen Legacy Partners, LLC
Filing Date
Global Rank
#4,638
/ 8,794
▲ 337
· as of Jun 2026
Top Industry
Drug Manufacturers - General
29.8%
3Y Alpha vs SPY
-9.9%
Period ended 3 months ago
Filed Jul 17, 2026 · 3mo
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
73 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
23.9%
+11.8 pts
Top 5
52.4%
+8.6 pts
Top 10
73.2%
+6.7 pts
HHI
907
Diversified+342
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 86.7% | $318,091,483 |
| Healthcare | 4.8% | $17,775,960 |
| Technology | 3.1% | $11,369,196 |
| Financial Services | 1.8% | $6,760,019 |
| Consumer Defensive | 1.2% | $4,413,923 |
| Industrials | 0.8% | $2,886,264 |
| Consumer Cyclical | 0.7% | $2,473,372 |
| Communication Services | 0.3% | $1,146,094 |
| Utilities | 0.2% | $755,209 |
| Real Estate | 0.2% | $573,899 |
| Basic Materials | 0.1% | $355,020 |
| Energy | 0.1% | $203,712 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +89,232 | 952,515 | $87,630,104 | |
| BCLO | iShares BBB-B CLO Active ETF | +54,891 | 441,725 | $22,766,026 | |
| FAAA | Fidelity AAA CLO ETF | +38,462 | 271,750 | $12,361,907 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +20,751 | 295,711 | $23,647,220 | |
| ABFL | Abacus FCF Leaders ETF | +13,635 | 195,007 | $10,907,555 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +12,922 | 465,092 | $15,724,944 | |
| BKF | iShares MSCI BIC ETF | +7,362 | 59,730 | $4,685,258 | |
| — | +6,986 | 8,718 | $238,960 | ||
| IAU | Ishares Gold Trust | +5,587 | 30,432 | $2,297,920 | |
| JPM | Jpmorgan Chase & Co | +1,205 | 8,978 | $2,938,768 | |
| LLY | ELI LILLY & Co | +1,097 | 11,559 | $13,864,212 | |
| WMT | Walmart Inc. | +1,067 | 3,339 | $378,175 | |
| AAPL | Apple Inc. | +1,043 | 13,618 | $3,940,504 | |
| NVDA | Nvidia Corp | +657 | 7,448 | $1,490,270 | |
| AMZN | Amazon Com Inc | +534 | 7,062 | $1,683,157 | |
| CME | Cme Group Inc. | +215 | 991 | $218,842 | |
| GOOGL | Alphabet Inc. | +211 | 3,221 | $1,146,094 | |
| MSFT | Microsoft Corp | +154 | 5,128 | $1,912,846 | |
| MO | Altria Group, Inc. | +114 | 12,723 | $915,419 | |
| AVGO | Broadcom Inc. | +110 | 1,744 | $658,796 | |
| CAT | Caterpillar Inc | +93 | 534 | $568,656 | |
| TSLA | Tesla, Inc. | +81 | 913 | $384,007 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +74 | 26,129 | $1,892,225 | |
| XOM | ExxonMobil Holdings Corp | +70 | 1,490 | $203,712 | |
| SPY | Spdr S&P 500 ETF Trust | +60 | 8,912 | $6,655,214 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | −140,634 | 541,056 | $33,329,965 | |
| CGGR | Capital Group Growth ETF | −20,987 | 22,809 | $1,076,584 | |
| ACLO | TCW AAA CLO ETF | −20,594 | 68,225 | $8,388,946 | |
| FBCG | Fidelity Blue Chip Growth ETF | −8,226 | 332,548 | $20,626,630 | |
| AAAP | Pacer Barings CLO Market Flex ETF | −5,929 | 182,842 | $6,161,589 | |
| AFK | VanEck Africa Index ETF | −5,317 | 189,347 | $5,536,506 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −4,469 | 187,009 | $13,728,330 | |
| VFMF | Vanguard U.S. Multifactor ETF | −1,579 | 57,126 | $10,109,588 | |
| CTVA | Corteva, Inc. | −930 | 4,192 | $355,020 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | −796 | 18,777 | $1,025,787 | |
| BMY | Bristol Myers Squibb Co | −485 | 6,451 | $371,706 | |
| MAS | Masco Corp /De/ | −380 | 3,385 | $275,437 | |
| VB | Vanguard Morningstar Small-Cap ETF | −315 | 40,387 | $24,999,483 | |
| VEA | Vanguard FTSE Developed Markets ETF | −296 | 3,030 | $215,887 | |
| KMB | Kimberly Clark Corp | −48 | 2,395 | $262,899 | |
| VMRK | Vivmark Residential | −43 | 5,347 | $363,221 | |
| PM | Philip Morris International Inc. | −29 | 7,803 | $1,411,640 | |
| ORLY | O Reilly Automotive Inc | −29 | 4,411 | $406,208 | |
| VLTO | Veralto Corp | −27 | 4,332 | $384,161 | |
| PNC | Pnc Financial Services Group, Inc. | −25 | 2,223 | $547,347 | |
| ORCL | Oracle Corp | −21 | 1,842 | $269,945 | |
| MMM | 3M Co | −5 | 4,367 | $707,060 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOC | Northrop Grumman Corp /De/ | 1,426 | $726,276 | |
| MU | Micron Technology Inc | 534 | $616,390 | |
| — | 4,762 | $290,958 | ||
| CVS | CVS HEALTH Corp | 2,242 | $231,934 | |
| AMD | Advanced Micro Devices Inc | 395 | $229,459 | |
| ELV | Elevance Health, Inc. | 592 | $228,944 | |
| CSX | Csx Corp | 4,727 | $224,674 | |
| SPG | Simon Property Group Inc. | 942 | $210,678 | |
| V | Visa Inc. | 614 | $210,657 | |
| MA | Mastercard Inc | 399 | $204,926 | |
| No positions match the current search. | ||||
73 tracked positions ·
$366,804,151 total
· filing declares
116 positions · $366,804,683
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 73 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 952,515 | $87,630,104 | 23.89% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Reduced | 541,056 | $33,329,965 | 9.09% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 40,387 | $24,999,483 | 6.82% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 295,711 | $23,647,220 | 6.45% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
Added | 441,725 | $22,766,026 | 6.21% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Reduced | 332,548 | $20,626,630 | 5.62% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 465,092 | $15,724,944 | 4.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 11,559 | $13,864,212 | 3.78% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Reduced | 187,009 | $13,728,330 | 3.74% | |
| FAAA |
Fidelity AAA CLO ETF
|
Added | 271,750 | $12,361,907 | 3.37% | |
| ABFL |
Abacus FCF Leaders ETF
|
Added | 195,007 | $10,907,555 | 2.97% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Reduced | 57,126 | $10,109,588 | 2.76% | |
| ACLO |
TCW AAA CLO ETF
|
Reduced | 68,225 | $8,388,946 | 2.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 8,912 | $6,655,214 | 1.81% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Reduced | 182,842 | $6,161,589 | 1.68% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 189,347 | $5,536,506 | 1.51% | |
| BKF |
iShares MSCI BIC ETF
|
Added | 59,730 | $4,685,258 | 1.28% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,618 | $3,940,504 | 1.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 8,978 | $2,938,768 | 0.80% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 14,687 | $2,797,579 | 0.76% | |
| IAU |
Ishares Gold Trust
|
Added | 30,432 | $2,297,920 | 0.63% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 26,816 | $2,129,020 | 0.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,128 | $1,912,846 | 0.52% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 26,129 | $1,892,225 | 0.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,062 | $1,683,157 | 0.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,448 | $1,490,270 | 0.41% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 8,508 | $1,418,028 | 0.39% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 7,803 | $1,411,640 | 0.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,441 | $1,221,451 | 0.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,557 | $1,146,574 | 0.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,221 | $1,146,094 | 0.31% | |
| FTV |
Fortive Corp
Technology
|
Held | 18,479 | $1,128,882 | 0.31% | |
| CGGR |
Capital Group Growth ETF
|
Reduced | 22,809 | $1,076,584 | 0.29% | |
| ASHR |
Xtrackers Harvest CSI 300 China A-Shares ETF
|
Reduced | 18,777 | $1,025,787 | 0.28% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 12,723 | $915,419 | 0.25% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
NEW | 1,426 | $726,276 | 0.20% | |
| MMM |
3M Co
Industrials
|
Reduced | 4,367 | $707,060 | 0.19% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 11,556 | $668,399 | 0.18% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,744 | $658,796 | 0.18% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 534 | $616,390 | 0.17% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 534 | $568,656 | 0.16% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 2,223 | $547,347 | 0.15% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 3,706 | $541,298 | 0.15% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 8,179 | $518,303 | 0.14% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,869 | $454,452 | 0.12% | |
| RAL |
Ralliant Corp
Technology
|
Held | 6,159 | $453,487 | 0.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,776 | $407,072 | 0.11% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 4,411 | $406,208 | 0.11% | |
| VLTO |
Veralto Corp
Industrials
|
Reduced | 4,332 | $384,161 | 0.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 913 | $384,007 | 0.10% |
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.