Portfolio (Quarterly) Guide ↗

Storen Legacy Partners, LLC

· CIK 0002116061

13F Portfolio $319M AUM 102 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 31 New 12 Added 31 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MA	MASTERCARD INCORPORATED	Financial Services	475	$271K	0.09%	SOLD
2	ISRG	INTUITIVE SURGICAL INC	Healthcare	383	$217K	0.07%	SOLD
3	V	VISA INC	Financial Services	593	$208K	0.07%	SOLD
4	ELV	ELEVANCE HEALTH INC FORMERLY	Healthcare	592	$207K	0.07%	SOLD
5	SCHE	SCHWAB STRATEGIC TR	—	6,314	$207K	0.07%	SOLD
6	MDT	MEDTRONIC PLC	Healthcare	2,089	$201K	0.06%	SOLD

Sector Allocation

Financial Services 29.2%

Healthcare 28.7%

Technology 19.3%

Consumer Defensive 9.1%

Consumer Cyclical 4.6%

Industrials 3.4%

Communication Services 1.9%

Utilities 1.7%

Basic Materials 0.9%

Real Estate 0.7%