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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 18 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DV DOUBLEVERIFY HLDGS INC Technology 16,319.0 $177K 0.04% NEW $10.84 +22.7%
342 CNNE CANNAE HLDGS INC Consumer Cyclical 12,026.0 $173K 0.04% NEW $14.40 +6.9%
343 IRT INDEPENDENCE RLTY TR INC Real Estate 10,168.0 $170K 0.04% NEW $16.69 +1.1%
344 ONDS ONDAS INC Technology 20,000.0 $165K 0.03% NEW $8.24 +0.0%
345 INFQ INFLEQTION INC Technology 12,000.0 $160K 0.03% NEW $13.32 -2.0%
346 DNOW DNOW INC Energy 11,370.0 $147K 0.03% NEW $12.97 +19.3%
347 XANADU QUANTUM TECHNOLO LTD 12,000.0 $145K 0.03% NEW $12.11
348 NOMD NOMAD FOODS LTD Consumer Defensive 10,956.0 $120K 0.03% NEW $10.95 +10.5%
349 SNAP SNAP INC Communication Services 20,587.0 $91K 0.02% NEW $4.44 +24.5%
350 RPC RIDGEPOST CAP INC Financial Services 10,800.0 $85K 0.02% NEW $7.87 +13.0%
351 JBI JANUS INTERNATIONAL GROUP IN Industrials 13,730.0 $76K 0.02% NEW $5.55 -8.1%
Page 18 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%