Storgate, LLC
Net buyer this quarter
$482M
329
+$262M
17.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $15.4M | 3.20% | 0.00% | Not reported | Q4 2025 |
 TSM | $13.6M | 2.82% | 0.00% | +169.7% | Q4 2025 |
 GOOG | $12.1M | 2.50% | Not reported | +1408.0% | Q4 2025 |
 AAPL | $10.2M | 2.12% | 0.00% | New | Q2 2026 |
 AMZN | $8.29M | 1.72% | 0.00% | +1173.9% | Q4 2025 |
 JPM | $5.71M | 1.18% | 0.00% | +903.6% | Q4 2025 |
 AVGO | $4.95M | 1.03% | 0.00% | New | Q2 2026 |
 MSFT | $4.93M | 1.02% | 0.00% | New | Q2 2026 |
 WDC | $4.46M | 0.93% | 0.00% | +192.7% | Q1 2026 |
 APP | $4.42M | 0.92% | 0.00% | +141.5% | Q4 2025 |
 META | $4.24M | 0.88% | Not reported | New | Q2 2026 |
 CVX | $4.24M | 0.88% | 0.00% | +162.9% | Q4 2025 |
 C | $3.63M | 0.75% | 0.00% | +194.1% | Q4 2025 |
 ASML | $3.52M | 0.73% | 0.00% | +281.6% | Q4 2025 |
 FIX | $3.4M | 0.70% | 0.00% | +132.3% | Q4 2025 |
 BAC | $3.35M | 0.69% | 0.00% | +261.0% | Q4 2025 |
 CLS | $2.84M | 0.59% | 0.01% | +157.7% | Q4 2025 |
 LLY | $2.66M | 0.55% | 0.00% | New | Q2 2026 |
 FLEX | $2.62M | 0.54% | 0.00% | +6.4% | Q4 2025 |
 MRK | $2.57M | 0.53% | 0.00% | +114.0% | Q4 2025 |
 NEE | $2.54M | 0.53% | 0.00% | New | Q2 2026 |
 KNX | $2.48M | 0.51% | 0.02% | +148.7% | Q4 2025 |
 SE | $2.45M | 0.51% | 0.01% | +126.8% | Q4 2025 |
 ACGL | $2.39M | 0.49% | 0.01% | +139.1% | Q4 2025 |
 V | $2.37M | 0.49% | 0.00% | +655.3% | Q4 2025 |
 KLAC | $2.35M | 0.49% | 0.00% | New | Q2 2026 |
| GOOGL | $2.29M | 0.48% | 0.00% | New | Q2 2026 |
 TXT | $2.24M | 0.46% | 0.01% | +127.4% | Q4 2025 |
 CTVA | $2.16M | 0.45% | 0.00% | +146.2% | Q4 2025 |
 BDX | $2.08M | 0.43% | 0.01% | +250.6% | Q4 2025 |
 AHR | $2.06M | 0.43% | 0.02% | +90.7% | Q4 2025 |
 CRS | $2.04M | 0.42% | 0.01% | -9.6% | Q4 2025 |
 BKD | $2.04M | 0.42% | 0.05% | +192.3% | Q1 2026 |
 JBHT | $2.04M | 0.42% | 0.01% | +466.5% | Q1 2026 |
 TPR | $2.02M | 0.42% | 0.01% | +126.6% | Q4 2025 |
 TEVA | $1.98M | 0.41% | 0.01% | +147.5% | Q4 2025 |
 LH | $1.97M | 0.41% | 0.01% | +149.0% | Q4 2025 |
 AZO | $1.92M | 0.40% | 0.00% | +344.4% | Q4 2025 |
 WFC | $1.85M | 0.38% | 0.00% | +133.8% | Q4 2025 |
 CDNS | $1.82M | 0.38% | 0.00% | +260.7% | Q4 2025 |
 CI | $1.8M | 0.37% | 0.00% | +144.0% | Q4 2025 |
 HAL | $1.78M | 0.37% | 0.01% | +142.9% | Q4 2025 |
 ICLR | $1.74M | 0.36% | 0.01% | +213.0% | Q4 2025 |
 ON | $1.74M | 0.36% | 0.00% | +199.3% | Q4 2025 |
 ILMN | $1.73M | 0.36% | 0.01% | +153.2% | Q1 2026 |
 PFE | $1.72M | 0.36% | 0.00% | +122.1% | Q4 2025 |
 APH | $1.69M | 0.35% | 0.00% | New | Q2 2026 |
 SN | $1.68M | 0.35% | 0.01% | +209.1% | Q4 2025 |
 SSNC | $1.61M | 0.33% | 0.01% | +83.9% | Q4 2025 |
 SLB | $1.61M | 0.33% | 0.00% | +107.7% | Q4 2025 |
| Q1 2026 | |||||
| TSM | $3.56M | 2.79% | 0.00% | +18.4% | Q4 2025 |
| CVX | $2.01M | 1.58% | 0.00% | -2.7% | Q4 2025 |
| CRS | $1.44M | 1.13% | 0.01% | +5.5% | Q4 2025 |
| APP | $1.41M | 1.11% | 0.00% | +1.3% | Q4 2025 |
 COP | $1.35M | 1.06% | 0.00% | Not reported | Q4 2025 |
 DFAX | $1.32M | 1.04% | Not reported | Not reported | Q4 2025 |
| MRK | $1.13M | 0.88% | 0.00% | -3.3% | Q4 2025 |
 XOM | $1.07M | 0.84% | 0.00% | Not reported | Q4 2025 |
| FIX | $1.02M | 0.80% | 0.00% | +7.0% | Q4 2025 |
| C | $1M | 0.79% | 0.00% | +1.4% | Q4 2025 |
| FLEX | $995K | 0.78% | 0.00% | +5.2% | Q4 2025 |
| ACGL | $987K | 0.77% | 0.00% | -19.3% | Q4 2025 |
| AHR | $979K | 0.77% | 0.01% | +5.7% | Q4 2025 |
| SSNC | $952K | 0.75% | 0.01% | +7.5% | Q4 2025 |
| TXT | $941K | 0.74% | 0.01% | +2.2% | Q4 2025 |
| SE | $934K | 0.73% | 0.01% | -8.5% | Q4 2025 |
| PFE | $902K | 0.71% | 0.00% | +2.2% | Q4 2025 |
| CTVA | $867K | 0.68% | 0.00% | +0.6% | Q4 2025 |
| TPR | $861K | 0.68% | 0.00% | +6.9% | Q4 2025 |
| SLB | $855K | 0.67% | 0.00% | +4.3% | Q4 2025 |
| CLS | $851K | 0.67% | 0.00% | -28.7% | Q4 2025 |
| HAL | $841K | 0.66% | 0.00% | +2.4% | Q4 2025 |
| BAC | $794K | 0.62% | 0.00% | +2.4% | Q4 2025 |
| WFC | $763K | 0.60% | 0.00% | -0.6% | Q4 2025 |
| LH | $753K | 0.59% | 0.00% | +4.1% | Q4 2025 |
 CRK | $741K | 0.58% | 0.01% | Not reported | Q4 2025 |
| KNX | $737K | 0.58% | 0.01% | +3.8% | Q4 2025 |
 FDX | $737K | 0.58% | 0.00% | +2.5% | Q4 2025 |
 HCA | $736K | 0.58% | 0.00% | -4.8% | Q4 2025 |
| CI | $714K | 0.56% | 0.00% | +2.5% | Q4 2025 |
| TEVA | $710K | 0.56% | 0.00% | +7.4% | Q4 2025 |
 SNY | $698K | 0.55% | 0.00% | +2.3% | Q4 2025 |
 WTW | $651K | 0.51% | 0.00% | +2.9% | Q4 2025 |
| GOOG | $649K | 0.51% | Not reported | -5.6% | Q4 2025 |
 OMC | $649K | 0.51% | 0.00% | +2.2% | Q4 2025 |
| WDC | $646K | 0.51% | 0.00% | New | Q1 2026 |
 WLK | $644K | 0.50% | 0.00% | +2.4% | Q4 2025 |
| BDX | $615K | 0.48% | 0.00% | +2.9% | Q4 2025 |
 FANG | $613K | 0.48% | 0.00% | Not reported | Q4 2025 |
| ASML | $612K | 0.48% | 0.00% | +2.7% | Q4 2025 |
| BKD | $594K | 0.47% | 0.02% | New | Q1 2026 |
 PNC | $582K | 0.46% | 0.00% | +2.2% | Q4 2025 |
 JNJ | $572K | 0.45% | 0.00% | -31.8% | Q4 2025 |
 RGA | $570K | 0.45% | 0.00% | +7.6% | Q4 2025 |
| AMZN | $568K | 0.45% | 0.00% | +3.6% | Q4 2025 |
 PAGP | $560K | 0.44% | 0.01% | Not reported | Q4 2025 |
 MU | $549K | 0.43% | 0.00% | -19.5% | Q4 2025 |
 LNT | $545K | 0.43% | 0.00% | +17.6% | Q4 2025 |
 CMCSA | $515K | 0.40% | 0.00% | +2.5% | Q4 2025 |
| JPM | $511K | 0.40% | 0.00% | +1.1% | Q4 2025 |
| Q4 2025 | |||||
| TSM | $2.7M | 2.22% | 0.00% | New | Q4 2025 |
| APP | $2.36M | 1.94% | 0.00% | New | Q4 2025 |
| SE | $1.57M | 1.29% | 0.01% | New | Q4 2025 |
| CVX | $1.52M | 1.25% | 0.00% | New | Q4 2025 |
| DFAX | $1.27M | 1.05% | Not reported | New | Q4 2025 |
| CLS | $1.25M | 1.03% | 0.00% | New | Q4 2025 |
| ACGL | $1.22M | 1.00% | 0.00% | New | Q4 2025 |
| SSNC | $1.15M | 0.94% | 0.01% | New | Q4 2025 |
| CRS | $1.09M | 0.90% | 0.01% | New | Q4 2025 |
| MRK | $1.02M | 0.84% | 0.00% | New | Q4 2025 |
| C | $1.02M | 0.83% | 0.00% | New | Q4 2025 |
| COP | $958K | 0.79% | 0.00% | New | Q4 2025 |
| AHR | $924K | 0.76% | 0.01% | New | Q4 2025 |
| TXT | $917K | 0.75% | 0.01% | New | Q4 2025 |
| WFC | $899K | 0.74% | 0.00% | New | Q4 2025 |
| BAC | $875K | 0.72% | 0.00% | New | Q4 2025 |
| FLEX | $873K | 0.72% | 0.00% | New | Q4 2025 |
| CRK | $815K | 0.67% | 0.01% | New | Q4 2025 |
| PFE | $783K | 0.64% | 0.00% | New | Q4 2025 |
| HCA | $763K | 0.63% | 0.00% | New | Q4 2025 |
| XOM | $760K | 0.63% | 0.00% | New | Q4 2025 |
| GOOG | $752K | 0.62% | Not reported | New | Q4 2025 |
| BDX | $738K | 0.61% | 0.00% | New | Q4 2025 |
| TPR | $729K | 0.60% | 0.00% | New | Q4 2025 |
| CI | $719K | 0.59% | 0.00% | New | Q4 2025 |
| WTW | $716K | 0.59% | 0.00% | New | Q4 2025 |
| JNJ | $710K | 0.58% | 0.00% | New | Q4 2025 |
 DOX | $704K | 0.58% | 0.01% | New | Q4 2025 |
| CTVA | $690K | 0.57% | 0.00% | New | Q4 2025 |
| SNY | $686K | 0.56% | 0.00% | New | Q4 2025 |
| TEVA | $685K | 0.56% | 0.00% | New | Q4 2025 |
| OMC | $681K | 0.56% | 0.00% | New | Q4 2025 |
| LH | $680K | 0.56% | 0.00% | New | Q4 2025 |
 WRB | $648K | 0.53% | 0.00% | New | Q4 2025 |
| KNX | $645K | 0.53% | 0.01% | New | Q4 2025 |
| FIX | $644K | 0.53% | 0.00% | New | Q4 2025 |
| ICLR | $643K | 0.53% | 0.00% | New | Q4 2025 |
 EPAM | $618K | 0.51% | 0.01% | New | Q4 2025 |
| SLB | $612K | 0.50% | 0.00% | New | Q4 2025 |
| AMZN | $608K | 0.50% | 0.00% | New | Q4 2025 |
| HAL | $595K | 0.49% | 0.00% | New | Q4 2025 |
 CTSH | $583K | 0.48% | 0.00% | New | Q4 2025 |
| FDX | $583K | 0.48% | 0.00% | New | Q4 2025 |
| MU | $576K | 0.47% | 0.00% | New | Q4 2025 |
| PNC | $572K | 0.47% | 0.00% | New | Q4 2025 |
| JPM | $554K | 0.46% | 0.00% | New | Q4 2025 |
 FTAI | $534K | 0.44% | 0.00% | New | Q4 2025 |
| RGA | $528K | 0.43% | 0.00% | New | Q4 2025 |
| CMCSA | $523K | 0.43% | 0.00% | New | Q4 2025 |
 LPLA | $522K | 0.43% | 0.00% | New | Q4 2025 |