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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 Chg Shares Chg % Period Price ① Since Period ①
1 IWB ISHARES TR 17,830.0 $7.3M 1.99% NEW $409.50 +3.1%
2 NOC NORTHROP GRUMMAN CORP Industrials 1,426.0 $726K 0.20% NEW $509.31 +7.0%
3 MU MICRON TECHNOLOGY INC Technology 534.0 $617K 0.17% NEW $1154.65 -19.0%
4 SPYX SPDR SERIES TRUST 4,762.0 $291K 0.08% NEW $61.10 +3.5%
5 BGRN ISHARES TR 5,422.0 $257K 0.07% NEW $47.47 -1.0%
6 CVS CVS HEALTH CORP Healthcare 2,242.0 $232K 0.06% NEW $103.44 -10.2%
7 AMD ADVANCED MICRO DEVICES INC Technology 395.0 $229K 0.06% NEW $580.91 -17.9%
8 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 592.0 $229K 0.06% NEW $386.57 +3.2%
9 CSX CSX CORP Industrials 4,727.0 $225K 0.06% NEW $47.53 +8.4%
10 DVY ISHARES TR 1,367.0 $214K 0.06% NEW $156.30 +4.8%
11 SCHE SCHWAB STRATEGIC TR 5,864.0 $213K 0.06% NEW $36.26 +2.8%
12 V VISA INC Financial Services 614.0 $211K 0.06% NEW $343.20 +10.6%
13 SPG SIMON PPTY GROUP INC NEW Real Estate 942.0 $211K 0.06% NEW $223.60 -3.9%
14 IJS ISHARES TR 1,506.0 $206K 0.06% NEW $136.68 +1.0%
15 MA MASTERCARD INCORPORATED Financial Services 399.0 $205K 0.06% NEW $514.21 +15.1%
16 EFG ISHARES TR 1,639.0 $204K 0.06% NEW $124.44 +1.0%

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
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%