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Portfolio (Quarterly) Guide ↗

StoryOne LLC

· CIK 0002079652
13F Portfolio $212M AUM 79 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 79 New
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES TR 17,395.0 $1.8M 0.85% NEW $103.88 +2.5%
22 TSLA TESLA INC Consumer Cyclical 3,323.0 $1.4M 0.66% NEW $420.60 -15.3%
23 SOXX ISHARES TR 1,935.0 $1.2M 0.59% NEW $640.76 -21.9%
24 MU MICRON TECHNOLOGY INC Technology 923.0 $1.1M 0.50% NEW $1154.29 -19.1%
25 RIVIAN AUTOMOTIVE INC 1,330.0 $1.0M 0.49% NEW $775.56
26 BERKSHIRE HATHAWAY INC DEL 1,903.0 $952K 0.45% NEW $500.39
27 ORCL ORACLE CORP Technology 6,429.0 $942K 0.45% NEW $146.55 -3.6%
28 MGC VANGUARD WORLD FD 3,375.0 $924K 0.44% NEW $273.63 +2.2%
29 VUG VANGUARD INDEX FDS 9,954.0 $857K 0.41% NEW $86.14 +1.4%
30 LLY ELI LILLY & CO Healthcare 707.0 $848K 0.40% NEW $1199.43 -3.3%
31 JPM JPMORGAN CHASE & CO Financial Services 2,555.0 $836K 0.40% NEW $327.33 +8.4%
32 SCHF SCHWAB STRATEGIC TR 28,280.0 $783K 0.37% NEW $27.70 +0.9%
33 IVV ISHARES TR 1,013.0 $758K 0.36% NEW $748.52 +2.2%
34 VTI VANGUARD INDEX FDS 2,020.0 $747K 0.35% NEW $370.04 +1.4%
35 JNJ JOHNSON & JOHNSON Healthcare 2,811.0 $714K 0.34% NEW $253.97 +6.8%
36 XOM EXXON MOBIL CORP Energy 5,206.0 $712K 0.34% NEW $136.72 +20.4%
37 CSCO CISCO SYS INC Technology 5,413.0 $636K 0.30% NEW $117.46 -6.6%
38 V VISA INC Financial Services 1,836.0 $630K 0.30% NEW $343.09 +8.6%
39 LRCX LAM RESEARCH CORP Technology 1,431.0 $620K 0.29% NEW $433.33 -33.0%
40 WMT WALMART INC Consumer Defensive 5,461.0 $619K 0.29% NEW $113.26 -6.5%
Page 2 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.0%
Technology 26.5%
Communication Services 6.0%
Consumer Cyclical 3.4%
Healthcare 2.1%
Consumer Defensive 1.3%
Energy 0.9%
Industrials 0.8%
Utilities 0.7%
Real Estate 0.2%