StoryOne LLC: 13F holdings

CIK 20796522026Q2

Positions79
Reported value$211.6m
Filed2026-07-24

Change since last quarter

Positions79 (+6 vs prior quarter)
Reported value$211.6m (+19.3%)

Top 10 holdings

SecuritySharesValueWeight
QQQ INVESCO QQQ TR55,596$40.9m19.3%
VOO VANGUARD INDEX FDS32,979$22.7m10.7%
IWP ISHARES TR148,100$21.7m10.2%
DIA STATE STR SPDR DOW JONES IND39,490$20.6m9.7%
USTB VICTORY PORTFOLIOS II277,676$14.1m6.6%
IJT ISHARES TR53,324$9.5m4.5%
NVDA NVIDIA CORPORATION31,120$6.2m2.9%
AGG ISHARES TR61,681$6.1m2.9%
AAPL APPLE INC20,930$6.1m2.9%
MSFT MICROSOFT CORP11,546$4.3m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2079652")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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