Storen Legacy Partners, LLC

CIK

2116061

Location

ZIONSVILLE, IN

Portfolio Value

Micro $58,375,661

Diversification

Diversified

Filing Date

Global Rank

#5,360 / 6,964 ▲ 868

Top Industry

Drug Manufacturers - General 30.1%

3Y Alpha vs SPY

-7.3%

Period ended 46 days ago

Filed Jul 17, 2026 · 29d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.1%

SPY

+14.1%

Annualised alpha

-9.0%

Max drawdown

−9.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.7%

+9.4 pts

Top 5

51.7%

−3.5 pts

Top 10

66.8%

−6.1 pts

HHI

873

Diversified+127

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	30.5%	$17,775,960	6
Technology	19.5%	$11,369,196	11
Unclassified	17.3%	$10,099,708	3
Financial Services	11.6%	$6,760,019	7
Consumer Defensive	7.6%	$4,413,923	7
Industrials	4.9%	$2,886,264	6
Consumer Cyclical	4.2%	$2,473,372	3
Utilities	1.3%	$755,209	2
Communication Services	1.2%	$709,379	1
Real Estate	1.0%	$573,899	2
Basic Materials	0.6%	$355,020	1
Energy	0.3%	$203,712	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
XOM	ExxonMobil Holdings Corp	+70	1,490	$203,712
SPY	Spdr S&P 500 ETF Trust	+60	8,912	$6,655,214
PG	PROCTER & GAMBLE Co	+50	2,776	$407,072
ABBV	AbbVie Inc.	+35	1,119	$281,585
SO	Southern Co	+35	2,235	$213,911
MDLZ	Mondelez International, Inc.	+35	11,556	$668,399
BRK-B	Berkshire Hathaway Inc	+18	2,441	$1,221,451
DHR	Danaher Corp /De/	+13	14,687	$2,797,579
PEP	Pepsico Inc	+12	2,735	$370,319
NRG	Nrg Energy, Inc.	+10	3,706	$541,298
CSCO	Cisco Systems, Inc.	+6	3,869	$454,452
QQQ	Invesco Qqq Trust, Series 1	+3	1,557	$1,146,574
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,025	1,985	$709,379
CTVA	Corteva, Inc.	−930	4,192	$355,020
BMY	Bristol Myers Squibb Co	−485	6,451	$371,706
MAS	Masco Corp /De/	−380	3,385	$275,437
KMB	Kimberly Clark Corp	−48	2,395	$262,899
EQR	Equity 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

9 positions

Ticker	Company	Shares	Value
NOC	Northrop Grumman Corp /De/	1,426	$726,276
MU	Micron Technology Inc	534	$616,390
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.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	262,099	$13,136,401
BAI	iShares A.I. Innovation and Tech Active ETF	372,014	$12,257,861
VFMF	Vanguard U.S. Multifactor ETF	58,705	$9,103,677
ABFL	Abacus FCF Leaders ETF	90,033	$6,404,947
CGGR	Capital Group Growth ETF	43,796	$1,760,161
VB	Vanguard Morningstar Small-Cap ETF	6,618	$1,733,386
VEA	Vanguard FTSE Developed Markets ETF	3,326	$213,130
CRM	Salesforce, Inc.	1,107	$206,643
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $58,375,661 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	11,559	+1,097	$13,864,212	+44.1%	23.75%
SPY	Spdr S&P 500 ETF Trust	Added	8,912	+60	$6,655,214	+15.6%	11.40%
AAPL	Apple Inc. Technology	Added	13,618	+1,043	$3,940,504	+23.5%	6.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,978	+1,205	$2,938,768	+28.5%	5.03%
DHR	Danaher Corp /De/ Healthcare	Added	14,687	+13	$2,797,579	+0.6%	4.79%
IAU	Ishares Gold Trust	Added	30,432	+5,587	$2,297,920	+4.9%	3.94%
MSFT	Microsoft Corp Technology	Added	5,128	+154	$1,912,846	+3.9%	3.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,062	+534	$1,683,157	+23.8%	2.88%
NVDA	Nvidia Corp Technology	Added	7,448	+657	$1,490,270	+25.8%	2.55%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	8,508	+1	$1,418,028	−3.9%	2.43%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	7,803	-29	$1,411,640	+9.0%	2.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,441	+18	$1,221,451	+5.2%	2.09%
QQQ	Invesco Qqq Trust, Series 1	Added	1,557	+3	$1,146,574	+27.8%	1.96%
FTV	Fortive Corp Technology	Held	18,479	0	$1,128,882	+10.5%	1.93%
MO	Altria Group, Inc. Consumer Defensive	Added	12,723	+114	$915,419	+10.0%	1.57%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	1,426	NEW	$726,276	NEW	1.24%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,985	-1,025	$709,379	−18.0%	1.22%
MMM	3M Co Industrials	Reduced	4,367	-5	$707,060	+11.4%	1.21%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	11,556	+35	$668,399	+0.7%	1.14%
AVGO	Broadcom Inc. Technology	Added	1,744	+110	$658,796	+30.3%	1.13%
MU	Micron Technology Inc Technology	NEW	534	NEW	$616,390	NEW	1.06%
CAT	Caterpillar Inc Industrials	Added	534	+93	$568,656	+82.0%	0.97%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	2,223	-25	$547,347	+17.0%	0.94%
NRG	Nrg Energy, Inc. Utilities	Added	3,706	+10	$541,298	+0.2%	0.93%
CSCO	Cisco Systems, Inc. Technology	Added	3,869	+6	$454,452	+51.6%	0.78%
RAL	Ralliant Corp Technology	Held	6,159	0	$453,487	+77.0%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,776	+50	$407,072	+3.4%	0.70%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	4,411	-29	$406,208	−0.9%	0.70%
VLTO	Veralto Corp Industrials	Reduced	4,332	-27	$384,161	−0.3%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	913	+81	$384,007	+24.2%	0.66%
WMT	Walmart Inc. Consumer Defensive	Added	3,339	+1,067	$378,175	+33.9%	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	6,451	-485	$371,706	−11.6%	0.64%
PEP	Pepsico Inc Consumer Defensive	Added	2,735	+12	$370,319	−12.4%	0.63%
EQR	Equity Residential Real Estate	Reduced	5,347	-43	$363,221	+13.9%	0.62%
CTVA	Corteva, Inc. Basic Materials	Reduced	4,192	-930	$355,020	−17.2%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	1,119	+35	$281,585	+19.4%	0.48%
MAS	Masco Corp /De/ Industrials	Reduced	3,385	-380	$275,437	+21.2%	0.47%
ORCL	Oracle Corp Technology	Reduced	1,842	-21	$269,945	−1.5%	0.46%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	2,395	-48	$262,899	+11.6%	0.45%
CVS	CVS HEALTH Corp Healthcare	NEW	2,242	NEW	$231,934	NEW	0.40%
AMD	Advanced Micro Devices Inc Technology	NEW	395	NEW	$229,459	NEW	0.39%
ELV	Elevance Health, Inc. Healthcare	NEW	592	NEW	$228,944	NEW	0.39%
CSX	Csx Corp Industrials	NEW	4,727	NEW	$224,674	NEW	0.38%
CME	Cme Group Inc. Financial Services	Added	991	+215	$218,842	−4.5%	0.37%
VNT	Vontier Corp Technology	Held	7,385	0	$214,165	−18.2%	0.37%
SO	Southern Co Utilities	Added	2,235	+35	$213,911	+0.7%	0.37%
SPG	Simon Property Group Inc. Real Estate	NEW	942	NEW	$210,678	NEW	0.36%
V	Visa Inc. Financial Services	NEW	614	NEW	$210,657	NEW	0.36%
MA	Mastercard Inc Financial Services	NEW	399	NEW	$204,926	NEW	0.35%
XOM	ExxonMobil Holdings Corp Energy	Added	1,490	+70	$203,712	−15.4%	0.35%

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.