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Portfolio (Quarterly) Guide ↗

Storgate, LLC

· CIK 0002110835
13F Portfolio $482M AUM 351 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 351 New
Page 11 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TTC TORO CO Industrials 5,184.0 $505K 0.10% NEW $97.42 +2.1%
202 W WAYFAIR INC Consumer Cyclical 5,410.0 $500K 0.10% NEW $92.42 +11.7%
203 TSLA TESLA INC Consumer Cyclical 1,180.0 $496K 0.10% NEW $420.60 -17.0%
204 ANNALY CAPITAL MANAGEMENT IN 22,162.0 $496K 0.10% NEW $22.36
205 AEE AMEREN CORP Utilities 4,312.0 $487K 0.10% NEW $113.04 -5.2%
206 RYANAIR HOLDINGS PLC 7,474.0 $484K 0.10% NEW $64.75
207 KMI KINDER MORGAN INC DEL Energy 15,115.0 $483K 0.10% NEW $31.97 -3.0%
208 ICUI ICU MED INC Healthcare 3,292.0 $483K 0.10% NEW $146.60 +24.5%
209 EOG EOG RES INC Energy 3,633.0 $471K 0.10% NEW $129.73 +15.8%
210 ALC ALCON AG Healthcare 6,985.0 $469K 0.10% NEW $67.10 +9.8%
211 VLTO VERALTO CORP Industrials 5,260.0 $466K 0.10% NEW $88.68 +12.1%
212 CMPR CIMPRESS PLC Communication Services 4,583.0 $466K 0.10% NEW $101.70 -13.9%
213 NFLX NETFLIX INC. Communication Services 6,518.0 $465K 0.10% NEW $71.40 +12.1%
214 EQT EQT CORP Energy 8,642.0 $459K 0.10% NEW $53.17 +1.2%
215 BN BROOKFIELD CORP Financial Services 10,555.0 $450K 0.09% NEW $42.59 -1.5%
216 UCTT ULTRA CLEAN HLDGS INC Technology 3,132.0 $447K 0.09% NEW $142.59 -49.0%
217 TEL TE CONNECTIVITY PLC Technology 2,209.0 $445K 0.09% NEW $201.61 +0.4%
218 BSX BOSTON SCIENTIFIC CORP Healthcare 10,434.0 $445K 0.09% NEW $42.68 +14.8%
219 PDFS PDF SOLUTIONS INC Technology 6,163.0 $436K 0.09% NEW $70.79 -37.8%
220 PLUS EPLUS INC Technology 5,240.0 $436K 0.09% NEW $83.23 +3.6%
Page 11 of 18  ·  351 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
Technology 32.1%
Financial Services 13.9%
Industrials 13.1%
Healthcare 12.5%
Consumer Cyclical 8.1%
Energy 5.3%
Consumer Defensive 3.7%
Communication Services 3.6%
Utilities 3.1%
Basic Materials 2.9%