Skip to main content

Storen Legacy Partners, LLC

13F filer · CIK 0002116061
Reported Jul 17, 2026
Net buyer this quarter
13F portfolio value$367MU.S. long equity reported on 13F
Positions5310 new · 1 closed
Net flow last quarter+$7.61MBuys minus sells
Top 10 positions weight15.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 17, 202653 positions
JAVASun Microsystems, Inc.$19.2M5.24%Not reported+8.5%Q1 2026
LLYELI LILLY & Co$13.9M3.78%0.00%+10.5%Q4 2025
SPYSPDR S&P 500 ETF Trust$6.66M1.81%Not reported+0.7%Q4 2025
AAPLApple Inc.$3.94M1.07%0.00%+8.3%Q4 2025
JPMJPMorgan Chase & Co$2.94M0.80%0.00%+15.5%Q4 2025
DHRDanaher Corp$2.8M0.76%0.00%+0.1%Q4 2025
IAUIshares Gold Trust$2.3M0.63%0.00%+22.5%Q1 2026
MSFTMicrosoft Corp$1.91M0.52%0.00%+3.1%Q4 2025
AMZNAmazon Com Inc$1.68M0.46%0.00%+8.2%Q4 2025
NVDANvidia Corp$1.49M0.41%0.00%+9.7%Q4 2025
MRSHMarsh & Mclennan Companies, Inc.$1.42M0.39%0.00%0.0%Q4 2025
PMPhilip Morris International Inc.$1.41M0.38%0.00%-0.4%Q4 2025
BRK.BBerkshire Hathaway Inc$1.22M0.33%Not reported+0.7%Q4 2025
QQQInvesco QQQ Trust, Series 1$1.15M0.31%Not reported+0.2%Q4 2025
FTVFortive Corp$1.13M0.31%0.01%Not reportedQ4 2025
MOAltria Group, Inc.$915K0.25%0.00%+0.9%Q4 2025
NOCNorthrop Grumman Corp$726K0.20%0.00%NewQ2 2026
GOOGLAlphabet Inc.$710K0.19%0.00%+6.2%Q4 2025
MMM3m Co$707K0.19%0.00%-0.1%Q4 2025
MDLZMondelez International, Inc.$668K0.18%0.00%+0.3%Q4 2025
AVGOBroadcom Inc.$659K0.18%0.00%+6.7%Q4 2025
MUMicron Technology Inc$617K0.17%0.00%NewQ2 2026
CATCaterpillar Inc$569K0.16%0.00%+21.1%Q4 2025
PNCPNC Financial Services Group, Inc.$547K0.15%0.00%-1.1%Q4 2025
NRGNRG Energy, Inc.$541K0.15%0.00%+0.3%Q4 2025
CSCOCisco Systems, Inc.$454K0.12%0.00%+0.2%Q4 2025
RALRalliant Corp$453K0.12%0.01%Not reportedQ4 2025
GOOGAlphabet Inc.$437K0.12%Not reported+8.4%Q4 2025
PGPROCTER & GAMBLE Co$407K0.11%0.00%+1.8%Q4 2025
ORLYO Reilly Automotive Inc$406K0.11%0.00%-0.7%Q4 2025
VLTOVeralto Corp$384K0.10%0.00%-0.6%Q4 2025
TSLATesla, Inc.$384K0.10%0.00%+9.7%Q4 2025
WMTWalmart Inc.$378K0.10%0.00%+47.0%Q4 2025
BMYBristol Myers Squibb Co$372K0.10%0.00%-7.0%Q4 2025
PEPPepsico Inc$370K0.10%0.00%+0.4%Q4 2025
VMRKVivmark Residential$363K0.10%0.00%-0.8%Q4 2025
CTVACorteva, Inc.$355K0.10%0.00%-18.2%Q4 2025
SPYXSmartpay Express, Inc.$291K0.08%Not reportedNewQ2 2026
ABBVAbbVie Inc.$282K0.08%0.00%+3.2%Q4 2025
MASMasco Corp$275K0.08%0.00%-10.1%Q4 2025
ORCLOracle Corp$270K0.07%0.00%-1.1%Q4 2025
KMBKimberly Clark Corp$263K0.07%0.00%-2.0%Q4 2025
CVSCVS HEALTH Corp$232K0.06%0.00%NewQ2 2026
AMDAdvanced Micro Devices Inc$229K0.06%0.00%NewQ2 2026
ELVElevance Health, Inc.$229K0.06%0.00%Not reportedQ4 2025
CSXCSX Corp$225K0.06%0.00%NewQ2 2026
CMECme Group Inc.$219K0.06%0.00%+27.7%Q4 2025
VNTVontier Corp$214K0.06%0.01%Not reportedQ4 2025
SOSouthern Co$214K0.06%0.00%+1.6%Q1 2026
VVisa Inc.$211K0.06%0.00%Not reportedQ4 2025
Q1 2026Reported Apr 22, 202644 positions
JAVASun Microsystems, Inc.$16M5.02%Not reportedNewQ1 2026
LLYELI LILLY & Co$9.62M3.02%0.00%-0.8%Q4 2025
SPYSPDR S&P 500 ETF Trust$5.76M1.80%Not reported-1.4%Q4 2025
AAPLApple Inc.$3.19M1.00%0.00%-2.0%Q4 2025
DHRDanaher Corp$2.78M0.87%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$2.29M0.72%0.00%-1.2%Q4 2025
IAUIshares Gold Trust$2.19M0.69%0.00%NewQ1 2026
MSFTMicrosoft Corp$1.84M0.58%0.00%-0.1%Q4 2025
MRSHMarsh & Mclennan Companies, Inc.$1.48M0.46%0.00%+0.1%Q4 2025
AMZNAmazon Com Inc$1.36M0.43%0.00%-2.8%Q4 2025
PMPhilip Morris International Inc.$1.29M0.41%0.00%+0.6%Q4 2025
NVDANvidia Corp$1.18M0.37%0.00%-6.2%Q4 2025
BRK.BBerkshire Hathaway Inc$1.16M0.36%Not reported-0.8%Q4 2025
FTVFortive Corp$1.02M0.32%0.01%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$897K0.28%Not reported+16.2%Q4 2025
MOAltria Group, Inc.$832K0.26%0.00%+0.5%Q4 2025
MDLZMondelez International, Inc.$664K0.21%0.00%+0.2%Q4 2025
MMM3m Co$635K0.20%0.00%+0.5%Q4 2025
NRGNRG Energy, Inc.$540K0.17%0.00%+0.1%Q4 2025
GOOGLAlphabet Inc.$538K0.17%0.00%-16.7%Q4 2025
AVGOBroadcom Inc.$506K0.16%0.00%-16.9%Q4 2025
PNCPNC Financial Services Group, Inc.$468K0.15%0.00%Not reportedQ4 2025
CTVACorteva, Inc.$429K0.13%0.00%-15.1%Q4 2025
PEPPepsico Inc$423K0.13%0.00%-3.5%Q4 2025
BMYBristol Myers Squibb Co$421K0.13%0.00%0.0%Q4 2025
ORLYO Reilly Automotive Inc$410K0.13%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$394K0.12%0.00%-9.0%Q4 2025
VLTOVeralto Corp$385K0.12%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$327K0.10%Not reportedNot reportedQ4 2025
VMRKVivmark Residential$319K0.10%0.00%Not reportedQ4 2025
CATCaterpillar Inc$313K0.10%0.00%Not reportedQ4 2025
TSLATesla, Inc.$309K0.10%0.00%+14.1%Q4 2025
CSCOCisco Systems, Inc.$300K0.09%0.00%-0.1%Q4 2025
WMTWalmart Inc.$282K0.09%0.00%Not reportedQ4 2025
ORCLOracle Corp$274K0.09%0.00%-5.4%Q4 2025
VNTVontier Corp$262K0.08%0.01%Not reportedQ4 2025
RALRalliant Corp$256K0.08%0.01%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$241K0.08%0.00%NewQ1 2026
ABBVAbbVie Inc.$236K0.07%0.00%+0.4%Q4 2025
KMBKimberly Clark Corp$236K0.07%0.00%0.0%Q4 2025
CMECme Group Inc.$229K0.07%0.00%Not reportedQ4 2025
MASMasco Corp$227K0.07%0.00%-5.7%Q4 2025
SOSouthern Co$212K0.07%0.00%NewQ1 2026
CRMSalesforce, Inc.$207K0.06%0.00%+2.0%Q4 2025
Q4 2025Reported Mar 5, 202645 positions
LLYELI LILLY & Co$11.3M3.56%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$6.12M1.92%Not reportedNewQ4 2025
AAPLApple Inc.$3.49M1.09%0.00%NewQ4 2025
DHRDanaher Corp$3.36M1.05%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$2.53M0.79%0.00%NewQ4 2025
MSFTMicrosoft Corp$2.41M0.76%0.00%NewQ4 2025
MRSHMarsh & Mclennan Companies, Inc.$1.58M0.49%0.00%NewQ4 2025
AMZNAmazon Com Inc$1.55M0.49%0.00%NewQ4 2025
NVDANvidia Corp$1.35M0.42%0.00%NewQ4 2025
PMPhilip Morris International Inc.$1.25M0.39%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$1.23M0.39%Not reportedNewQ4 2025
FTVFortive Corp$1.02M0.32%0.01%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$821K0.26%Not reportedNewQ4 2025
MOAltria Group, Inc.$724K0.23%0.00%NewQ4 2025
GOOGLAlphabet Inc.$703K0.22%0.00%NewQ4 2025
MMM3m Co$696K0.22%0.00%NewQ4 2025
AVGOBroadcom Inc.$681K0.21%0.00%NewQ4 2025
MDLZMondelez International, Inc.$619K0.19%0.00%NewQ4 2025
NRGNRG Energy, Inc.$588K0.18%0.00%NewQ4 2025
PNCPNC Financial Services Group, Inc.$469K0.15%0.00%NewQ4 2025
VLTOVeralto Corp$435K0.14%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$429K0.13%0.00%NewQ4 2025
PEPPepsico Inc$405K0.13%0.00%NewQ4 2025
ORLYO Reilly Automotive Inc$405K0.13%0.00%NewQ4 2025
CTVACorteva, Inc.$404K0.13%0.00%NewQ4 2025
ORCLOracle Corp$384K0.12%0.00%NewQ4 2025
BMYBristol Myers Squibb Co$374K0.12%0.00%NewQ4 2025
GOOGAlphabet Inc.$358K0.11%Not reportedNewQ4 2025
VMRKVivmark Residential$340K0.11%0.00%NewQ4 2025
TSLATesla, Inc.$328K0.10%0.00%NewQ4 2025
RALRalliant Corp$314K0.10%0.01%NewQ4 2025
CSCOCisco Systems, Inc.$298K0.09%0.00%NewQ4 2025
CRMSalesforce, Inc.$287K0.09%0.00%NewQ4 2025
VNTVontier Corp$275K0.09%0.01%NewQ4 2025
MAMastercard Inc$271K0.09%0.00%NewQ4 2025
MASMasco Corp$253K0.08%0.00%NewQ4 2025
WMTWalmart Inc.$253K0.08%0.00%NewQ4 2025
CATCaterpillar Inc$253K0.08%0.00%NewQ4 2025
ABBVAbbVie Inc.$247K0.08%0.00%NewQ4 2025
KMBKimberly Clark Corp$246K0.08%0.00%NewQ4 2025
ISRGIntuitive Surgical Inc$217K0.07%0.00%NewQ4 2025
CMECme Group Inc.$212K0.07%0.00%NewQ4 2025
VVisa Inc.$208K0.07%0.00%NewQ4 2025
ELVElevance Health, Inc.$207K0.07%0.00%NewQ4 2025
MDTMedtronic plc$201K0.06%0.00%NewQ4 2025
Premium opens every quarter this fund has filed
SpoorBase

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.