Storgate, LLC
Sector Allocation
- Other26.8%$129.4M
- Technology26.3%$126.6M
- Financials10.2%$49.0M
- Healthcare8.0%$38.4M
- Industrials7.6%$36.7M
- Consumer Discretionary5.6%$26.8M
- Energy4.1%$19.8M
- Consumer Staples3.5%$16.8M
- Materials2.9%$13.8M
- Utilities2.4%$11.7M
AUM History
13fpro.ai/research/fund/storgate-llc-2110835
Conviction and streaks
Diversifying · top 10 = 38.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIDELITY$79.2M
- FIDELITY$29.4M
NVDA
$15.4MTSM
$13.6MGOOG
$12.1MAAPL
$10.2MAMZN
$8.3MJPM
$5.7MAVGO
$5.0MMSFT
$4.9MWDC
$4.5MAPP
$4.4MMETA
$4.2MCVX
$4.2M- J$3.7M
C
$3.6MASML
$3.5MFIX
$3.4MBAC
$3.3MCLS
$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/storgate-llc-2110835
Storgate, LLC 13F holdings — Q2 2026
$482.1M portfolio (+278.2% QoQ) · 351 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio
- 1
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH
$79.2M
16.4% of stocks
+108%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT
$29.4M
6.1% of stocks
+152%This quarter—Since filed—HeldAIQuality—Est. buy— $15.4M
3.2% of stocks
NewThis quarter-2.7%Since filedNew this quarterHeld$13.6M
2.8% of stocks
+170%This quarter+1.8%Since filed3+ qtrsHeld$12.1M
2.5% of stocks
+1408%This quarter-7.5%Since filed3+ qtrsHeld$10.2M
2.1% of stocks
NewThis quarter+14.8%Since filedNew this quarterHeld$8.3M
1.7% of stocks
+1174%This quarter-5.3%Since filed3+ qtrsHeld$5.7M
1.2% of stocks
+904%This quarter-8.1%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.0M
1.0% of stocks
NewThis quarter-17.7%Since filedNew this quarterHeld$4.9M
1.0% of stocks
NewThis quarter+7.9%Since filedNew this quarterHeld
All holdings — Storgate, LLC (Q2 2026)
351 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | WESTERN DIGITAL CORP | Technology | $4.5M | 0.9% | 6,987 | +193% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AppLovin Corp | Technology | $4.4M | 0.9% | 8,577 | +141% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Meta Platforms, Inc. | Technology | $4.2M | 0.9% | 7,532 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CHEVRON CORP | Energy | $4.2M | 0.9% | 26K | +163% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $3.7M | 0.8% | 73K | +122% | — | — | 13F |
| 16 | CITIGROUP INC | Financials | $3.6M | 0.8% | 26K | +194% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ASML HOLDING NV | Technology | $3.5M | 0.7% | 1,767 | +282% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COMFORT SYSTEMS USA INC | Industrials | $3.4M | 0.7% | 1,714 | +132% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BANK OF AMERICA CORP /DE/ | Financials | $3.3M | 0.7% | 59K | +261% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CELESTICA INC | Technology | $2.8M | 0.6% | 7,782 | +158% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ELI LILLY & Co | Healthcare | $2.7M | 0.6% | 2,218 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | FLEX LTD. | Technology | $2.6M | 0.5% | 16K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Merck & Co., Inc. | Healthcare | $2.6M | 0.5% | 20K | +114% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NEXTERA ENERGY INC | Utilities | $2.5M | 0.5% | 29K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Knight-Swift Transportation Holdings Inc. | Industrials | $2.5M | 0.5% | 32K | +149% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SE | Sea Ltd | Industrials | $2.5M | 0.5% | 26K | +127% | |||
| 27 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $2.4M | 0.5% | 25K | +139% | |||
| 28 | $V | VISA INC. | Financials | $2.4M | 0.5% | 6,903 | +655% | |||
| 29 | $KLAC | KLA CORP | Technology | $2.3M | 0.5% | 7,780 | New | |||
| 30 | $GOOGL | Alphabet Inc. | Technology | $2.3M | 0.5% | 6,417 | New | |||
| 31 | $TXT | TEXTRON INC | Industrials | $2.2M | 0.5% | 24K | +127% | |||
| 32 | $CTVA | Corteva, Inc. | Consumer Staples | $2.2M | 0.5% | 26K | +146% | |||
| 33 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.1M | 0.4% | 48K | — | |||
| 34 | $BDX | BECTON DICKINSON & CO | Healthcare | $2.1M | 0.4% | 14K | +251% | |||
| 35 | $AHR | American Healthcare REIT, Inc. | Real Estate | $2.1M | 0.4% | 40K | +91% | |||
| 36 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $2.0M | 0.4% | 3,314 | -10% | |||
| 37 | $BKD | Brookdale Senior Living Inc. | Healthcare | $2.0M | 0.4% | 127K | +192% | |||
| 38 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $2.0M | 0.4% | 7,041 | +466% | |||
| 39 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $2.0M | 0.4% | 14K | +127% | |||
| 40 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | Healthcare | $2.0M | 0.4% | 58K | +147% | |||
| 41 | $LH | LABCORP HOLDINGS INC. | Healthcare | $2.0M | 0.4% | 7,025 | +149% | |||
| 42 | $AZO | AUTOZONE INC | Consumer Discretionary | $1.9M | 0.4% | 600 | +344% | |||
| 43 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.4% | 22K | +134% | |||
| 44 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.8M | 0.4% | 4,837 | +261% | |||
| 45 | $CI | Cigna Group | Healthcare | $1.8M | 0.4% | 6,534 | +144% | |||
| 46 | $HAL | HALLIBURTON CO | Energy | $1.8M | 0.4% | 52K | +143% | |||
| 47 | $ICLR | ICON PLC | Healthcare | $1.7M | 0.4% | 10K | +213% | |||
| 48 | $ON | ON SEMICONDUCTOR CORP | Technology | $1.7M | 0.4% | 18K | +199% | |||
| 49 | $ILMN | ILLUMINA, INC. | Healthcare | $1.7M | 0.4% | 9,850 | +153% | |||
| 50 | $PFE | PFIZER INC | Healthcare | $1.7M | 0.4% | 71K | +122% | |||
| 51 | $APH | AMPHENOL CORP /DE/ | Technology | $1.7M | 0.3% | 9,573 | New | |||
| 52 | $SN | SharkNinja, Inc. | Technology | $1.7M | 0.3% | 11K | +209% | |||
| 53 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $1.6M | 0.3% | 41K | +530% | |||
| 54 | $SSNC | SS&C Technologies Holdings Inc | Technology | $1.6M | 0.3% | 26K | +84% | |||
| 55 | $SLB | SLB LIMITED/NV | Energy | $1.6M | 0.3% | 35K | +108% | |||
| 56 | $RVTY | REVVITY, INC. | Healthcare | $1.6M | 0.3% | 14K | +210% | |||
| 57 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.6M | 0.3% | 3,792 | +112% | |||
| 58 | $LPLA | LPL Financial Holdings Inc. | Financials | $1.6M | 0.3% | 5,586 | +243% | |||
| 59 | $FDX | FEDEX CORP | Industrials | $1.6M | 0.3% | 4,988 | +141% | |||
| 60 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.6M | 0.3% | 2,160 | New | |||
| 61 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.5M | 0.3% | 6,270 | +124% | |||
| 62 | $ARW | ARROW ELECTRONICS, INC. | Technology | $1.5M | 0.3% | 7,189 | +147% | |||
| 63 | $CVS | CVS HEALTH Corp | Healthcare | $1.5M | 0.3% | 15K | +140% | |||
| 64 | $HXL | HEXCEL CORP /DE/ | Materials | $1.5M | 0.3% | 15K | +164% | |||
| 65 | $COP | CONOCOPHILLIPS | Energy | $1.5M | 0.3% | 15K | +43% | |||
| 66 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $1.5M | 0.3% | 7,018 | +151% | |||
| 67 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2,960 | New | |||
| 68 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $1.5M | 0.3% | 19K | +203% | |||
| 69 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $1.5M | 0.3% | 5,585 | +149% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.3% | 1,555 | New | |||
| 71 | $LNT | ALLIANT ENERGY CORP | Utilities | $1.4M | 0.3% | 19K | +150% | |||
| 72 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.4M | 0.3% | 39K | — | |||
| 73 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.4M | 0.3% | 4,297 | +269% | |||
| 74 | $SNY | Sanofi | Healthcare | $1.4M | 0.3% | 33K | +129% | |||
| 75 | $TGT | TARGET CORP | Consumer Staples | $1.4M | 0.3% | 11K | +204% | |||
| 76 | $OMC | OMNICOM GROUP INC. | Communication Services | $1.4M | 0.3% | 19K | +122% | |||
| 77 | $FTI | TechnipFMC plc | Energy | $1.4M | 0.3% | 21K | New | |||
| 78 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.3% | 5,463 | +133% | |||
| 79 | $EFX | EQUIFAX INC | Financials | $1.4M | 0.3% | 8,604 | +426% | |||
| 80 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $1.4M | 0.3% | 22K | +250% | |||
| 81 | $SYY | SYSCO CORP | Consumer Discretionary | $1.3M | 0.3% | 16K | +159% | |||
| 82 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.3M | 0.3% | 6,156 | +263% | |||
| 83 | $DASH | DoorDash, Inc. | Consumer Discretionary | $1.3M | 0.3% | 7,260 | +377% | |||
| 84 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.3M | 0.3% | 1,843 | New | |||
| 85 | — | ISHARES TR - CORE S&P500 ETF | — | $1.3M | 0.3% | 1,751 | New | |||
| 86 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.3M | 0.3% | 9,040 | +142% | |||
| 87 | $DOX | AMDOCS LTD | Technology | $1.3M | 0.3% | 25K | +239% | |||
| 88 | $EVRG | Evergy, Inc. | Utilities | $1.3M | 0.3% | 15K | +147% | |||
| 89 | $HWM | Howmet Aerospace Inc. | Materials | $1.2M | 0.3% | 4,542 | New | |||
| 90 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.2M | 0.3% | 8,753 | +39% | |||
| 91 | $HCA | HCA Healthcare, Inc. | Healthcare | $1.2M | 0.3% | 3,060 | +97% | |||
| 92 | $SAN | Banco Santander, S.A. | Financials | $1.2M | 0.3% | 86K | +143% | |||
| 93 | $COR | Cencora, Inc. | Consumer Staples | $1.2M | 0.2% | 4,172 | New | |||
| 94 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.2M | 0.2% | 4,916 | +123% | |||
| 95 | $ETN | Eaton Corp plc | Industrials | $1.2M | 0.2% | 2,719 | +154% | |||
| 96 | $UBS | UBS Group AG | Financials | $1.2M | 0.2% | 23K | +183% | |||
| 97 | $HEI | HEICO CORP | Industrials | $1.1M | 0.2% | 3,213 | +172% | |||
| 98 | $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | Consumer Discretionary | $1.1M | 0.2% | 6,603 | +132% | |||
| 99 | $MHK | MOHAWK INDUSTRIES INC | Consumer Discretionary | $1.1M | 0.2% | 9,400 | +146% | |||
| 100 | $AJG | Arthur J. Gallagher & Co. | Financials | $1.1M | 0.2% | 4,959 | +257% | |||
| 101 | $MA | Mastercard Inc | Financials | $1.1M | 0.2% | 2,213 | +206% | |||
| 102 | $CCZ | COMCAST CORP | Communication Services | $1.1M | 0.2% | 45K | +153% | |||
| 103 | $COMP | Compass, Inc. | Real Estate | $1.1M | 0.2% | 90K | +166% | |||
| 104 | $NGG | NATIONAL GRID PLC | Energy | $1.1M | 0.2% | 13K | +227% | |||
| 105 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $1.1M | 0.2% | 47K | +172% | |||
| 106 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $1.1M | 0.2% | 26K | +114% | |||
| 107 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.1M | 0.2% | 55K | +157% | |||
| 108 | $FTNT | Fortinet, Inc. | Technology | $1.1M | 0.2% | 7,032 | New | |||
| 109 | $FER | Ferrovial N.V. | Industrials | $1.1M | 0.2% | 16K | +126% | |||
| 110 | $ALSN | Allison Transmission Holdings Inc | Industrials | $1.1M | 0.2% | 9,499 | +125% | |||
| 111 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.1M | 0.2% | 5,332 | New | |||
| 112 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.0M | 0.2% | 4,916 | +315% | |||
| 113 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.0M | 0.2% | 12K | +180% | |||
| 114 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.0M | 0.2% | 6,567 | +137% | |||
| 115 | $SARO | StandardAero, Inc. | Industrials | $1.0M | 0.2% | 35K | +247% | |||
| 116 | $KEYS | Keysight Technologies, Inc. | Technology | $1.0M | 0.2% | 2,932 | +143% | |||
| 117 | $MCK | MCKESSON CORP | Consumer Staples | $1.0M | 0.2% | 1,353 | +152% | |||
| 118 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $1.0M | 0.2% | 4,305 | +149% | |||
| 119 | $ACMR | ACM Research, Inc. | Technology | $1.0M | 0.2% | 8,004 | -7% | |||
| 120 | $WLK | WESTLAKE CORP | Materials | $1.0M | 0.2% | 14K | +150% | |||
| 121 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $997K | 0.2% | 3,698 | New | |||
| 122 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $988K | 0.2% | 1,482 | +149% | |||
| 123 | $APG | APi Group Corp | Industrials | $977K | 0.2% | 23K | +142% | |||
| 124 | $WMT | Walmart Inc. | Consumer Staples | $971K | 0.2% | 8,571 | New | |||
| 125 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $965K | 0.2% | 18K | +48% | |||
| 126 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $964K | 0.2% | 7,049 | +151% | |||
| 127 | $BKR | Baker Hughes Co | Energy | $963K | 0.2% | 17K | +283% | |||
| 128 | $WCN | Waste Connections, Inc. | Utilities | $961K | 0.2% | 5,764 | +160% | |||
| 129 | — | FIDELITY COVINGTON TRUST - ENHA HIGH YI ETF | — | $960K | 0.2% | 20K | +189% | |||
| 130 | $Q | Qnity Electronics, Inc. | Technology | $959K | 0.2% | 5,871 | +185% | |||
| 131 | $CDW | CDW Corp | Consumer Discretionary | $951K | 0.2% | 6,759 | +262% | |||
| 132 | $TT | Trane Technologies plc | Technology | $949K | 0.2% | 1,933 | New | |||
| 133 | — | ISHARES TR - CORE S&P MCP ETF | — | $949K | 0.2% | 12K | +259% | |||
| 134 | $MU | MICRON TECHNOLOGY INC | Technology | $941K | 0.2% | 815 | -50% | |||
| 135 | $FWONA | Liberty Media Corp | Communication Services | $939K | 0.2% | 9,867 | +177% | |||
| 136 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $932K | 0.2% | 24K | +222% | |||
| 137 | $ARMK | Aramark | Consumer Discretionary | $923K | 0.2% | 16K | +188% | |||
| 138 | $PAC | Pacific Airport Group | Industrials | $920K | 0.2% | 3,633 | New | |||
| 139 | $WKC | WORLD KINECT CORP | Consumer Staples | $916K | 0.2% | 28K | New | |||
| 140 | $FE | FIRSTENERGY CORP | Utilities | $908K | 0.2% | 19K | +220% | |||
| 141 | $WAT | WATERS CORP /DE/ | Healthcare | $905K | 0.2% | 2,413 | +124% | |||
| 142 | $INGR | Ingredion Inc | Consumer Staples | $902K | 0.2% | 9,524 | +206% | |||
| 143 | $ZTS | Zoetis Inc. | Healthcare | $898K | 0.2% | 12K | New | |||
| 144 | $CAE | CAE INC | Technology | $892K | 0.2% | 36K | +113% | |||
| 145 | $STT | STATE STREET CORP | Financials | $887K | 0.2% | 5,228 | +86% | |||
| 146 | $FNV | FRANCO NEVADA Corp | Materials | $870K | 0.2% | 4,175 | +128% | |||
| 147 | $GFS | GLOBALFOUNDRIES Inc. | Technology | $869K | 0.2% | 11K | New | |||
| 148 | $WSE | Wise Group plc | Industrials | $832K | 0.2% | 70K | New | |||
| 149 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $826K | 0.2% | 17K | New | |||
| 150 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $818K | 0.2% | 8,447 | +194% |
What changed in Q2 2026
Against the previous quarter's 13F: 188 new, 150 added to, 5 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (188)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$LLYELI LILLY & Co$2.7M
first bought this quarter
+182 more in the Excel export
Added to (150)
- FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH+108%
now $79.2M
- FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT+152%
now $29.4M
now $12.1M · held 3+ qtrs
now $13.6M · held 3+ qtrs, 2 adds in a row
now $8.3M · held 3+ qtrs, 2 adds in a row
now $5.7M · held 3+ qtrs, 2 adds in a row
+144 more in the Excel export
Holdings by quarter
Every 13F Storgate, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Storgate?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Storgate's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Storgate, LLC disclosed 351 positions worth $482.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 188 new positions and exited 8 — including a new stake in $NVDA and a full exit from $IBN. The portfolio is most concentrated in Other (26.8% of disclosed assets). All figures are sourced directly from Storgate, LLC’s Form 13F-HR filing with the SEC under CIK 2110835.
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AI-Powered Hedge Fund Analysis: Storgate, LLC
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Every holding in Storgate, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.