StoryOne LLC

StoryOne LLC reported 79 holdings worth US$212M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

StoryOne LLC reported 79 holdings worth US$212M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).

Holdings
79
Value as reported
US$212M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation31,120US$6.23M2.9%
Apple Inc20,930US$6.06M2.9%
Alphabet Inc (google) Class C16,698US$5.97M2.8%
Microsoft Corp.11,546US$4.31M2.0%
Advanced Micro Devices Inc6,639US$3.86M1.8%
Meta Platforms, Inc.5,232US$2.95M1.4%
Broadcom Inc.6,466US$2.44M1.2%
Amazon.com, Inc.8,776US$2.09M0.99%
Tesla, Inc.3,323US$1.4M0.66%
Micron Technology, Inc.923US$1.07M0.50%
Berkshire Hathaway Inc.1,903US$952K0.45%
Oracle Corporation6,429US$942K0.45%
Eli Lilly And Company707US$848K0.40%
Jp Morgan Chase & Co.2,555US$836K0.40%
Johnson & Johnson2,811US$714K0.34%
Exxon Mobil Corporation5,206US$712K0.34%
Cisco Systems, Inc.5,413US$636K0.30%
Visa Inc.1,836US$630K0.30%
Lam Research Corporation1,431US$620K0.29%
Walmart Inc.5,461US$619K0.29%
Applied Materials, Inc.779US$563K0.27%
Intel Corporation3,616US$505K0.24%
Ge Aerospace1,310US$490K0.23%
Caterpillar, Inc.451US$480K0.23%
Abbvie Inc.1,811US$456K0.22%
Kla Corporation1,390US$419K0.20%
Ge Vernova Inc.354US$416K0.20%
Western Digital Corporation621US$397K0.19%
Marvell Technology, Inc.1,283US$382K0.18%
Home Depot, Inc. (the)1,082US$382K0.18%
Nextera Energy, Inc.4,345US$381K0.18%
Amphenol Corporation2,078US$366K0.17%
Wells Fargo & Company3,766US$311K0.15%
Procter & Gamble Company (the)2,065US$303K0.14%
Chevron Corporation1,789US$297K0.14%
Morgan Stanley1,415US$296K0.14%
Bank Of America Corporation5,143US$293K0.14%
Arista Networks, Inc.1,708US$290K0.14%
Palantir Technologies Inc.2,460US$287K0.14%
Axcelis Technologies, Inc.1,476US$280K0.13%
Coca-cola Company (the)3,408US$277K0.13%
Costco Wholesale Corporation290US$271K0.13%
Goldman Sachs Group, Inc. (the)262US$265K0.13%
Welltower Inc.1,158US$263K0.12%
Palo Alto Networks, Inc.714US$243K0.12%
Mastercard Incorporated471US$242K0.11%
Citigroup, Inc.1,541US$216K0.10%
Sandisk Corporation94US$214K0.10%
Texas Instruments Incorporated702US$209K0.10%
Thermo Fisher Scientific Inc413US$207K0.10%
Unitedhealth Group Incorporated484US$201K0.10%

Source

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