Storgate, LLC holds a focused book of 351 stocks worth $482.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Nvidia Corp and trimmed Carpenter Technology. Their largest long position is Fidelity Blue Chip Grow ETF at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Storgate, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $824.0B |
| MORGAN STANLEY | 80 / 80 | $470.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $461.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $118.3B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $75.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $65.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $42.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $11.1B |
Ranked by how many of Storgate, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust BLUE CHIP GRWTH | $79.2M | 1.27M | 16.4% | ▲+108% Added · +662K sh | |
| 2 | Fidelity Covington Trust EMERG MKTS MLTFT | $29.4M | 808.5K | 6.1% | ▲+152% Added · +487K sh | |
| 3 | Nvidia Corporation COM | $15.4M | 77.1K | 3.2% | ▲New New position | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $13.6M | 28.4K | 2.8% | ▲+170% Added · +18K sh | |
| 5 | Alphabet Inc CAP STK CL C | $12.1M | 34.1K | 2.5% | ▲15× Added · +32K sh | |
| 6 | Apple Inc COM | $10.2M | 35.2K | 2.1% | ▲New New position | |
| 7 | Amazon Com Inc COM | $8.3M | 34.8K | 1.7% | ▲13× Added · +32K sh | |
| 8 | JPMorgan Chase & Co COM | $5.7M | 17.4K | 1.2% | ▲10× Added · +16K sh | |
| 9 | Broadcom Inc COM | $5.0M | 13.1K | 1.0% | ▲New New position | |
| 10 | Microsoft Corp COM | $4.9M | 13.2K | 1.0% | ▲New New position | |
| 11 | Western Digital Corp COM | $4.5M | 7.0K | 0.9% | ▲+193% Added · +5K sh | |
| 12 | Applovin Corp COM CL A | $4.4M | 8.6K | 0.9% | ▲+141% Added · +5K sh | |
| 13 | Meta Platforms Inc CL A | $4.2M | 7.5K | 0.9% | ▲New New position | |
| 14 | Chevron Corporation COM | $4.2M | 25.6K | 0.9% | ▲+163% Added · +16K sh | |
| 15 | J P Morgan Exchange Traded F MUNICIPAL ETF | $3.7M | 73.3K | 0.8% | ▲+122% Added · +40K sh | |
| 16 | Citigroup Inc COM NEW | $3.6M | 26.0K | 0.8% | ▲+194% Added · +17K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $3.5M | 1.8K | 0.7% | ▲+282% Added · +1K sh | |
| 18 | Comfort Sys USA Inc COM | $3.4M | 1.7K | 0.7% | ▲+132% Added · +976 sh | |
| 19 | Bank Of Amer Corp COM | $3.3M | 58.8K | 0.7% | ▲+261% Added · +42K sh | |
| 20 | Celestica Inc COM | $2.8M | 7.8K | 0.6% | ▲+158% Added · +5K sh | |
| 21 | Eli Lilly & Co COM | $2.7M | 2.2K | 0.6% | ▲New New position | |
| 22 | Flex Ltd ORD | $2.6M | 16.2K | 0.5% | ▲+6.4% Added · +979 sh | |
| 23 | Merck & Co Inc COM | $2.6M | 20.0K | 0.5% | ▲+114% Added · +11K sh | |
| 24 | NextEra Energy Inc COM | $2.5M | 29.0K | 0.5% | ▲New New position | |
| 25 | Knight-Swift Transn Hldgs In CL A | $2.5M | 31.8K | 0.5% | ▲+149% Added · +19K sh | |
| 26 | Sea Ltd SPONSORD ADS | $2.5M | 25.6K | 0.5% | ▲+127% Added · +14K sh | |
| 27 | Arch Cap Group Ltd ORD | $2.4M | 24.6K | 0.5% | ▲+139% Added · +14K sh | |
| 28 | Visa Inc COM CL A | $2.4M | 6.9K | 0.5% | ▲+655% Added · +6K sh | |
| 29 | Kla Corp COM NEW | $2.3M | 7.8K | 0.5% | ▲New New position | |
| 30 | Alphabet Inc CAP STK CL A | $2.3M | 6.4K | 0.5% | ▲New New position | |
| 31 | Textron Inc COM | $2.2M | 24.4K | 0.5% | ▲+127% Added · +14K sh | |
| 32 | Corteva Inc COM | $2.2M | 25.5K | 0.4% | ▲+146% Added · +15K sh | |
| 33 | Dimensional ETF Trust US COR EQU 2 ETF | $2.1M | 47.5K | 0.4% | —Held | |
| 34 | Becton Dickinson & Co COM | $2.1M | 13.7K | 0.4% | ▲+251% Added · +10K sh | |
| 35 | American Healthcare REIT Inc COM SHS | $2.1M | 39.6K | 0.4% | ▲+91% Added · +19K sh | |
| 36 | Carpenter Technology Corp COM | $2.0M | 3.3K | 0.4% | ▼−9.6% Reduced · −350 sh | |
| 37 | Brookdale SR Living Inc COM | $2.0M | 126.8K | 0.4% | ▲+192% Added · +83K sh | |
| 38 | Hunt J B Trans Svcs Inc COM | $2.0M | 7.0K | 0.4% | ▲+466% Added · +6K sh | |
| 39 | Tapestry Inc COM | $2.0M | 13.8K | 0.4% | ▲+127% Added · +8K sh | |
| 40 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $2.0M | 58.3K | 0.4% | ▲+147% Added · +35K sh | |
| 41 | Labcorp Holdings Inc COM SHS | $2.0M | 7.0K | 0.4% | ▲+149% Added · +4K sh | |
| 42 | Autozone Inc COM | $1.9M | 600 | 0.4% | ▲+344% Added · +465 sh | |
| 43 | Wells Fargo & Co COM | $1.9M | 22.4K | 0.4% | ▲+134% Added · +13K sh | |
| 44 | Cadence Design System Inc COM | $1.8M | 4.8K | 0.4% | ▲+261% Added · +3K sh | |
| 45 | The Cigna Group COM | $1.8M | 6.5K | 0.4% | ▲+144% Added · +4K sh | |
| 46 | Halliburton Co COM | $1.8M | 52.4K | 0.4% | ▲+143% Added · +31K sh | |
| 47 | Icon Pub Ltd Co SHS | $1.7M | 10.0K | 0.4% | ▲+213% Added · +7K sh | |
| 48 | On Semiconductor Corp COM | $1.7M | 18.4K | 0.4% | ▲+199% Added · +12K sh | |
| 49 | Illumina Inc COM | $1.7M | 9.8K | 0.4% | ▲+153% Added · +6K sh | |
| 50 | Pfizer Inc COM | $1.7M | 71.3K | 0.4% | ▲+122% Added · +39K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110835/holdings"
Use Arkolith to show Storgate, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.