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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
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MMM 3M CO Industrials 4,367.0 $707K 0.19% $161.92 +10.4%
62 MDLZ MONDELEZ INTL INC Consumer Defensive 11,556.0 $668K 0.18% $57.84 +7.9%
63 IJH ISHARES TR 8,663.0 $668K 0.18% -227.0 -2.5% $77.11 -0.6%
64 AVGO BROADCOM INC Technology 1,744.0 $659K 0.18% +110.0 +6.7% $377.71 -1.6%
65 MU MICRON TECHNOLOGY INC Technology 534.0 $617K 0.17% NEW $1154.65 -19.0%
66 CAT CATERPILLAR INC Industrials 534.0 $569K 0.15% +93.0 +21.1% $1065.37 -23.3%
67 PNC PNC FINL SVCS GROUP INC Financial Services 2,223.0 $547K 0.15% -25.0 -1.1% $246.23 -1.1%
68 NRG NRG ENERGY INC Utilities 3,706.0 $541K 0.15% $146.05 -21.7%
69 FVAL FIDELITY COVINGTON TRUST 6,693.0 $522K 0.14% $77.93 +6.3%
70 DJD INVESCO EXCHANGE TRADED FD T 8,179.0 $518K 0.14% +50.0 +0.6% $63.37 +4.4%
71 CSCO CISCO SYS INC Technology 3,869.0 $454K 0.12% $117.46 -4.5%
72 RALLIANT CORP 6,159.0 $453K 0.12% $73.63
73 GOOG ALPHABET INC 1,236.0 $437K 0.12% +96.0 +8.4% $353.33
74 IYW ISHARES TR 1,729.0 $436K 0.12% -77.0 -4.3% $252.25 +0.6%
75 MTUM ISHARES TR 1,270.0 $435K 0.12% $342.83 -11.3%
76 PG PROCTER AND GAMBLE CO Consumer Defensive 2,776.0 $407K 0.11% +50.0 +1.8% $146.66 -2.4%
77 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,411.0 $406K 0.11% -29.0 -0.7% $92.09 -4.6%
78 VLTO VERALTO CORP Industrials 4,332.0 $384K 0.10% -27.0 -0.6% $88.68 +10.9%
79 TSLA TESLA INC Consumer Cyclical 913.0 $384K 0.10% +81.0 +9.7% $420.60 -15.6%
80 WMT WALMART INC Consumer Defensive 3,339.0 $378K 0.10% +1K +47.0% $113.26 -9.4%
Page 4 of 6  ·  116 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
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%