StoryOne

Latest statistics and disclosures from StoryOne's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by StoryOne consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for StoryOne

StoryOne holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 0.0 $0 0 0.00
 View chart
Goldman Sachs (GS) 0.0 $0 0 0.00
 View chart
JPMorgan Chase & Co. (JPM) 0.0 $0 0 0.00
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $0 0 0.00
 View chart
Bank of America Corporation (BAC) 0.0 $0 0 0.00
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $0 0 0.00
 View chart
Caterpillar (CAT) 0.0 $0 0 0.00
 View chart
Costco Wholesale Corporation (COST) 0.0 $0 0 0.00
 View chart
Exxon Mobil Corporation (XOM) 0.0 $0 0 0.00
 View chart
Wal-Mart Stores (WMT) 0.0 $0 0 0.00
 View chart
Home Depot (HD) 0.0 $0 0 0.00
 View chart
Johnson & Johnson (JNJ) 0.0 $0 0 0.00
 View chart
Eli Lilly & Co. (LLY) 0.0 $0 0 0.00
 View chart
Chevron Corporation (CVX) 0.0 $0 0 0.00
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $0 0 0.00
 View chart
Cisco Systems (CSCO) 0.0 $0 0 0.00
 View chart
NVIDIA Corporation (NVDA) 0.0 $0 0 0.00
 View chart
Wells Fargo & Company (WFC) 0.0 $0 0 0.00
 View chart
Morgan Stanley Com New (MS) 0.0 $0 0 0.00
 View chart
Thermo Fisher Scientific (TMO) 0.0 $0 0 0.00
 View chart
Apple (AAPL) 0.0 $0 0 0.00
 View chart
Capital One Financial (COF) 0.0 $0 0 0.00
 View chart
Nextera Energy (NEE) 0.0 $0 0 0.00
 View chart
Pepsi (PEP) 0.0 $0 0 0.00
 View chart
Procter & Gamble Company (PG) 0.0 $0 0 0.00
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.0 $0 0 0.00
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $0 0 0.00
 View chart
Visa Com Cl A (V) 0.0 $0 0 0.00
 View chart
Oracle Corporation (ORCL) 0.0 $0 0 0.00
 View chart
Amazon (AMZN) 0.0 $0 0 0.00
 View chart
Netflix (NFLX) 0.0 $0 0 0.00
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $0 0 0.00
 View chart
Advanced Micro Devices (AMD) 0.0 $0 0 0.00
 View chart
Amphenol Corp Cl A (APH) 0.0 $0 0 0.00
 View chart
Micron Technology (MU) 0.0 $0 0 0.00
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $0 0 0.00
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $0 0 0.00
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $0 0 0.00
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $0 0 0.00
 View chart
Tesla Motors (TSLA) 0.0 $0 0 0.00
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $0 0 0.00
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $0 0 0.00
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $0 0 0.00
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $0 0 0.00
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $0 0 0.00
 View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $0 0 0.00
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $0 0 0.00
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $0 0 0.00
 View chart
Vanguard World Mega Cap Index (MGC) 0.0 $0 0 0.00
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $0 0 0.00
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $0 0 0.00
 View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.0 $0 0 0.00
 View chart
Meta Platforms Cl A (META) 0.0 $0 0 0.00
 View chart
Abbvie (ABBV) 0.0 $0 0 0.00
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $0 0 0.00
 View chart
Welltower Inc Com reit (WELL) 0.0 $0 0 0.00
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.0 $0 0 0.00
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.0 $0 0 0.00
 View chart
Broadcom (AVGO) 0.0 $0 0 0.00
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $0 0 0.00
 View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $0 0 0.00
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $0 0 0.00
 View chart
Ge Aerospace Com New (GE) 0.0 $0 0 0.00
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $0 0 0.00
 View chart
Ge Vernova (GEV) 0.0 $0 0 0.00
 View chart
Palmer Square Capital Bdc In Com Shs (PSBD) 0.0 $0 0 0.00
 View chart
Blackrock (BLK) 0.0 $0 0 0.00
 View chart
Lam Research Corp Com New (LRCX) 0.0 $0 0 0.00
 View chart

Past Filings by StoryOne

SEC 13F filings are viewable for StoryOne going back to 2025