Storen Legacy Partners, LLC

Q3 2026 13F-HR Holdings

Location
Zionsville, IN
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$391,212
Net value change ($000)
+24,407 (6.7%)
New positions
11
Sold out positions
7
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MINT 10,822 NEW
LLY 8,233 59.4%
EMOP 7,782 NEW
DYNF 1,830 8.6%
FBCG 1,196 7.6%
BINC 1,188 8.5%
JAVA 985 5.1%
EFV 820 9.9%
IVV 796 7.3%
IWB 649 8.9%
Top Reduces (Value $000, Stocks/ETFs)
BND -11,912 -86.8%
IEMG -927 -6.9%
VOO -671 -3.0%
VFMF -582 -5.8%
ANGL -565 -10.2%
JPM -350 -11.9%
CGGR -346 -32.1%
VCSH -289 -15.2%
MAS -275 -100.0%
VB -271 -14.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type