Storen Legacy Partners, LLC

CIK

2116061

Location

ZIONSVILLE, IN

Portfolio Value

Micro $46,611,485

Diversification

Diversified

Filing Date

Global Rank

#6,578 / 8,232 ▲ 147

Top Industry

Drug Manufacturers - General 27.2%

3Y Alpha vs SPY

-14.5%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+5.0%

SPY

+9.1%

Annualised alpha

-14.5%

Max drawdown

−10.2%

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 Concentration

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.6%

−2.1 pts

Top 5

50.7%

−3.2 pts

Top 10

68.2%

−2.0 pts

HHI

792

Diversified−90

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	28.0%	$13,061,250	4
Technology	19.4%	$9,042,777	10
Unclassified	19.0%	$8,844,081	3
Financial Services	12.1%	$5,620,122	5
Consumer Defensive	8.9%	$4,125,716	7
Consumer Cyclical	4.5%	$2,078,738	3
Industrials	3.3%	$1,560,090	4
Utilities	1.6%	$752,477	2
Communication Services	1.2%	$537,737	1
Basic Materials	0.9%	$428,762	1
Real Estate	0.7%	$318,818	1
Energy	0.5%	$240,917	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+217	1,554	$896,937
TSLA	Tesla, Inc.	+103	832	$309,296
MO	Altria Group, Inc.	+57	12,609	$832,067
PM	Philip Morris International Inc.	+45	7,832	$1,294,942
MMM	3M Co	+23	4,372	$634,945
CRM	Salesforce, Inc.	+22	1,107	$206,643
MDLZ	Mondelez International, Inc.	+21	11,521	$664,070
MRSH	Marsh & Mclennan Companies, Inc.	+8	8,507	$1,475,539
NRG	Nrg Energy, Inc.	+5	3,696	$540,133
ABBV	AbbVie Inc.	+4	1,084	$235,759
BMY	Bristol Myers Squibb Co	+2	6,936	$420,668
KMB	Kimberly Clark Corp	+1	2,443	$235,676
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
CTVA	Corteva, Inc.	−911	5,122	$428,762
NVDA	Nvidia Corp	−448	6,791	$1,184,350
GOOGL	Alphabet Inc.	−375	1,870	$537,737
AVGO	Broadcom Inc.	−333	1,634	$505,739
PG	PROCTER & GAMBLE Co	−269	2,726	$393,743
AAPL	Apple Inc.	−253	12,575	$3,191,409
MAS	Masco Corp /De/	−229	3,765	$227,293
AMZN	Amazon Com Inc	−187	6,528	$1,359,586
SPY	Spdr S&P 500 ETF Trust	−125	8,852	$5,756,809
ORCL	Oracle Corp	−106	1,863	$274,065
PEP	Pepsico Inc	−100	2,723	$422,854
JPM	Jpmorgan Chase & Co	−91	7,773	$2,286,505
LLY	ELI LILLY & Co	−84	10,462	$9,622,633
BRK-B	Berkshire Hathaway Inc	−19	2,423	$1,161,101
MSFT	Microsoft Corp	−5	4,974	$1,841,225
CSCO	Cisco Systems, Inc.	−3	3,863	$299,730
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	24,845	$2,190,335
XOM	Exxon Mobil Corp	1,420	$240,917
SO	Southern Co	2,200	$212,344
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	475	$271,168
ISRG	Intuitive Surgical Inc	383	$216,915
V	Visa Inc.	593	$207,971
ELV	Elevance Health, Inc.	592	$207,525
MDT	Medtronic plc	2,089	$200,669
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $46,611,485 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	10,462	-84	$9,622,633	−15.1%	20.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,852	-125	$5,756,809	−6.0%	12.35%
AAPL	Apple Inc. Technology	Reduced	12,575	-253	$3,191,409	−8.5%	6.85%
DHR	Danaher Corp /De/ Healthcare	Held	14,674	0	$2,782,190	−17.2%	5.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,773	-91	$2,286,505	−9.8%	4.91%
IAU	Ishares Gold Trust	NEW	24,845	NEW	$2,190,335	NEW	4.70%
MSFT	Microsoft Corp Technology	Reduced	4,974	-5	$1,841,225	−23.5%	3.95%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	8,507	+8	$1,475,539	−6.4%	3.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,528	-187	$1,359,586	−12.3%	2.92%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,832	+45	$1,294,942	+3.7%	2.78%
NVDA	Nvidia Corp Technology	Reduced	6,791	-448	$1,184,350	−12.3%	2.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,423	-19	$1,161,101	−5.4%	2.49%
FTV	Fortive Corp Technology	Held	18,479	0	$1,021,519	+0.1%	2.19%
QQQ	Invesco Qqq Trust, Series 1	Added	1,554	+217	$896,937	+9.2%	1.92%
MO	Altria Group, Inc. Consumer Defensive	Added	12,609	+57	$832,067	+15.0%	1.79%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	11,521	+21	$664,070	+7.3%	1.42%
MMM	3M Co Industrials	Added	4,372	+23	$634,945	−8.8%	1.36%
NRG	Nrg Energy, Inc. Utilities	Added	3,696	+5	$540,133	−8.1%	1.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,870	-375	$537,737	−23.5%	1.15%
AVGO	Broadcom Inc. Technology	Reduced	1,634	-333	$505,739	−25.7%	1.09%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	2,248	0	$467,786	−0.3%	1.00%
CTVA	Corteva, Inc. Basic Materials	Reduced	5,122	-911	$428,762	+6.0%	0.92%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,723	-100	$422,854	+4.4%	0.91%
BMY	Bristol Myers Squibb Co Healthcare	Added	6,936	+2	$420,668	+12.5%	0.90%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	4,440	0	$409,856	+1.2%	0.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,726	-269	$393,743	−8.3%	0.84%
VLTO	Veralto Corp Industrials	Held	4,359	0	$385,422	−11.4%	0.83%
EQR	Equity Residential Real Estate	Held	5,390	0	$318,818	−6.2%	0.68%
CAT	Caterpillar Inc Industrials	Held	441	0	$312,430	+23.7%	0.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	832	+103	$309,296	−5.7%	0.66%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,863	-3	$299,730	+0.6%	0.64%
WMT	Walmart Inc. Consumer Defensive	Held	2,272	0	$282,364	+11.6%	0.61%
ORCL	Oracle Corp Technology	Reduced	1,863	-106	$274,065	−28.6%	0.59%
VNT	Vontier Corp Technology	Held	7,385	0	$261,945	−4.6%	0.56%
RAL	Ralliant Corp Technology	Held	6,159	0	$256,152	−18.3%	0.55%
XOM	Exxon Mobil Corp Energy	NEW	1,420	NEW	$240,917	NEW	0.52%
ABBV	AbbVie Inc. Healthcare	Added	1,084	+4	$235,759	−4.5%	0.51%
KMB	Kimberly Clark Corp Consumer Defensive	Added	2,443	+1	$235,676	−4.3%	0.51%
CME	Cme Group Inc. Financial Services	Held	776	0	$229,191	+8.2%	0.49%
MAS	Masco Corp /De/ Industrials	Reduced	3,765	-229	$227,293	−10.3%	0.49%
SO	Southern Co Utilities	NEW	2,200	NEW	$212,344	NEW	0.46%
CRM	Salesforce, Inc. Technology	Added	1,107	+22	$206,643	−28.1%	0.44%