StoryOne LLC

13F filer · CIK 0002079652

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$212MU.S. long equity reported on 13F

Positions5959 new · 0 closed

Net flow last quarter+$119MBuys minus sells

Top 10 positions weight44.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202659 positions
QQQInvesco QQQ Trust, Series 1	$40.9M	19.35%	Not reported	Not reported	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$20.6M	9.75%	Not reported	Not reported	Q4 2025
NVDANvidia Corp	$6.23M	2.94%	0.00%	Not reported	Q4 2025
AAPLApple Inc.	$6.06M	2.86%	0.00%	Not reported	Q4 2025
MSFTMicrosoft Corp	$4.31M	2.04%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$3.94M	1.86%	0.00%	Not reported	Q4 2025
AMDAdvanced Micro Devices Inc	$3.86M	1.82%	0.00%	Not reported	Q4 2025
METAMeta Platforms, Inc.	$2.95M	1.39%	Not reported	Not reported	Q4 2025
AVGOBroadcom Inc.	$2.44M	1.15%	0.00%	Not reported	Q4 2025
AMZNAmazon Com Inc	$2.09M	0.99%	0.00%	Not reported	Q4 2025
GOOGAlphabet Inc.	$2.03M	0.96%	Not reported	Not reported	Q4 2025
GLDSPDR Gold Trust	$1.91M	0.90%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$1.4M	0.66%	0.00%	Not reported	Q4 2025
MUMicron Technology Inc	$1.07M	0.50%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$952K	0.45%	Not reported	Not reported	Q4 2025
ORCLOracle Corp	$942K	0.45%	0.00%	Not reported	Q4 2025
LLYELI LILLY & Co	$848K	0.40%	0.00%	Not reported	Q4 2025
JPMJPMorgan Chase & Co	$836K	0.40%	0.00%	Not reported	Q4 2025
JNJJohnson & Johnson	$714K	0.34%	0.00%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$712K	0.34%	0.00%	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$636K	0.30%	0.00%	Not reported	Q4 2025
VVisa Inc.	$630K	0.30%	0.00%	Not reported	Q4 2025
LRCXLam Research Corp	$620K	0.29%	0.00%	Not reported	Q4 2025
WMTWalmart Inc.	$619K	0.29%	0.00%	Not reported	Q4 2025
AMATApplied Materials Inc	$563K	0.27%	0.00%	Not reported	Q1 2026
INTCIntel Corp	$505K	0.24%	0.00%	New	Q2 2026
GEGeneral Electric Co	$490K	0.23%	0.00%	Not reported	Q4 2025
CATCaterpillar Inc	$480K	0.23%	0.00%	Not reported	Q4 2025
ABBVAbbVie Inc.	$456K	0.22%	0.00%	Not reported	Q4 2025
KLACKla Corp	$419K	0.20%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$416K	0.20%	0.00%	Not reported	Q4 2025
WDCWestern Digital Corp	$397K	0.19%	0.00%	New	Q2 2026
MRVLMarvell Technology, Inc.	$382K	0.18%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$382K	0.18%	0.00%	Not reported	Q4 2025
NEENextera Energy Inc	$381K	0.18%	0.00%	Not reported	Q4 2025
APHAmphenol Corp	$366K	0.17%	0.00%	Not reported	Q4 2025
FBTCFidelity Wise Origin Bitcoin Fund	$327K	0.15%	0.00%	Not reported	Q4 2025
WFCWells Fargo & Company	$311K	0.15%	0.00%	Not reported	Q4 2025
PGPROCTER & GAMBLE Co	$303K	0.14%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$297K	0.14%	0.00%	Not reported	Q4 2025
MSMorgan Stanley	$296K	0.14%	0.00%	Not reported	Q4 2025
BACBank of America Corp	$293K	0.14%	0.00%	Not reported	Q4 2025
ANETArista Networks, Inc.	$290K	0.14%	0.00%	New	Q2 2026
PLTRPalantir Technologies Inc.	$287K	0.14%	0.00%	Not reported	Q4 2025
ACLSAxcelis Technologies Inc	$280K	0.13%	0.00%	New	Q2 2026
KOCoca Cola Co	$277K	0.13%	0.00%	Not reported	Q1 2026
COSTCostco Wholesale Corp	$271K	0.13%	0.00%	Not reported	Q4 2025
GSGoldman Sachs Group Inc	$265K	0.13%	0.00%	Not reported	Q4 2025
WELLWelltower Inc.	$263K	0.12%	0.00%	Not reported	Q4 2025
PANWPalo Alto Networks Inc	$243K	0.12%	0.00%	New	Q2 2026

Q1 2026Reported Apr 22, 20260 positions
Q4 2025Reported Jan 28, 20260 positions

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