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Portfolio (Quarterly) Guide ↗

Storen Legacy Partners, LLC

· CIK 0002116061
13F Portfolio $367M AUM 116 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 46 Added 32 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 EMOP AB ACTIVE ETFS INC 145,308 $6.4M 2.00% SOLD
2 CRM SALESFORCE INC Technology 1,107 $207K 0.07% SOLD
Sector Allocation
Healthcare 31.3%
Financial Services 27.6%
Technology 19.3%
Consumer Defensive 7.8%
Industrials 5.1%
Consumer Cyclical 4.4%
Communication Services 1.3%
Utilities 1.3%
Real Estate 1.0%
Basic Materials 0.6%