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Storen Legacy Partners, LLC - Portfolio Stock Holdings

Storen Legacy Partners, LLC disclosed 108 stock positions in a recent SEC 13F filing. $317,669,091 of stock holdings were filed, with the largest holdings including VOO, DYNF, and JAVA. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.

We estimate the fund has a total AUM of $438,267,419 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

March 31, 2026

No. of Stocks:

108

Est. Stock Holding Value:

$317,669,091

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Storen Legacy Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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