Storen Legacy Partners, LLC
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 · 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
+5.0%
SPY
+9.1%
Annualised alpha
-14.4%
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, 2025Top 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 |
|---|---|---|
| Healthcare | 28.0% | $13,061,250 |
| Technology | 19.4% | $9,042,777 |
| Unclassified | 19.0% | $8,844,081 |
| Financial Services | 12.1% | $5,620,122 |
| Consumer Defensive | 8.9% | $4,125,716 |
| Consumer Cyclical | 4.5% | $2,078,738 |
| Industrials | 3.3% | $1,560,090 |
| Utilities | 1.6% | $752,477 |
| Communication Services | 1.2% | $537,737 |
| Basic Materials | 0.9% | $428,762 |
| Real Estate | 0.7% | $318,818 |
| Energy | 0.5% | $240,917 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
1 positions ·
$428,762 total
· Basic Materials only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CTVA |
Corteva, Inc.
Basic Materials
|
Reduced | 5,122 | $428,762 | 100.00% |