Storen Legacy Partners, LLC

Storen Legacy Partners, LLC reported 116 holdings worth US$367M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

Storen Legacy Partners, LLC reported 116 holdings worth US$367M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Jp Morgan Chase & Co. Filed Jul 17, 2026 (Form 13F).

Holdings
116
Value as reported
US$367M

The filing in full

CompanySharesValue as reported% of portfolio
Eli Lilly And Company11,559US$13.9M3.8%
Apple Inc13,618US$3.94M1.1%
Jp Morgan Chase & Co.8,978US$2.94M0.80%
Danaher Corporation14,687US$2.8M0.76%
Microsoft Corp.5,128US$1.91M0.52%
Amazon.com, Inc.7,062US$1.68M0.46%
Nvidia Corporation7,448US$1.49M0.41%
Marsh8,508US$1.42M0.39%
Philip Morris International Inc7,803US$1.41M0.38%
Berkshire Hathaway Inc.2,441US$1.22M0.33%
Alphabet Inc (google) Class C3,207US$1.15M0.31%
Fortive Corporation18,479US$1.13M0.31%
Altria Group, Inc.12,723US$915K0.25%
Northrop Grumman Corporation1,426US$726K0.20%
3m Company4,367US$707K0.19%
Mondelez International, Inc.11,556US$668K0.18%
Broadcom Inc.1,744US$659K0.18%
Micron Technology, Inc.534US$617K0.17%
Caterpillar, Inc.534US$569K0.16%
Pnc Financial Services Group, Inc. (the)2,223US$547K0.15%
Nrg Energy, Inc.3,706US$541K0.15%
Cisco Systems, Inc.3,869US$454K0.12%
Ralliant Corporation6,159US$453K0.12%
Procter & Gamble Company (the)2,776US$407K0.11%
O'reilly Automotive, Inc.4,411US$406K0.11%
Veralto Corp4,332US$384K0.10%
Tesla, Inc.913US$384K0.10%
Walmart Inc.3,339US$378K0.10%
Bristol-myers Squibb Company6,451US$372K0.10%
Pepsico, Inc.2,735US$370K0.10%
Equity Residential5,347US$363K0.10%
Corteva, Inc.4,192US$355K0.10%
Abbvie Inc.1,119US$282K0.08%
Masco Corporation3,385US$275K0.08%
Oracle Corporation1,842US$270K0.07%
Kimberly-clark Corporation2,395US$263K0.07%
Cvs Health Corporation2,242US$232K0.06%
Advanced Micro Devices Inc395US$229K0.06%
Elevance Health, Inc.592US$229K0.06%
Csx Corporation4,727US$225K0.06%
Cme Group Inc.991US$219K0.06%
Vontier Corporation7,385US$214K0.06%
Southern Company (the)2,235US$214K0.06%
Visa Inc.614US$211K0.06%
Simon Property Group, Inc.942US$211K0.06%
Mastercard Incorporated399US$205K0.06%
Exxon Mobil Corporation1,490US$204K0.06%
Salesforce, Inc.0US$00.00%

Source

View original at SEC

Related