13F

Investor

Storgate, LLC

CIK 0002110835 · filed 2026-05-06 · SEC filing

13F book

$127.5M

Positions

170

38 new · 21 sold

Largest name

24.1%

Fidelity Covington Trust

Est. mark

−$2.05M

Price effect on 132 names still held. Flow $7.86M.
NameTickerSharesValueWeightEst. markChange
Fidelity Covington Trust612.1K$30.7M24.1%−$2.74MAdded−$1.15M
Fidelity Covington Trust321.3K$10.1M8.0%$213.6KAdded$725.9K
Taiwan Semiconductor Mfg Ltd10.5K$3.56M2.8%$303.1KAdded$857.7K
Chevron Corp NewCVX9.73K$2.01M1.6%$530KCut$488.4K
Dimensional Etf Trust47.5K$1.85M1.4%−$34.7KHeld
J P Morgan Exchange Traded F33.1K$1.65M1.3%−$6.86KAdded$975.5K
Carpenter Technology CorpCRS3.66K$1.44M1.1%$275.4KAdded$351K
Applovin CorpAPP3.55K$1.41M1.1%−$967.6KAdded−$950.1K
ConocophillipsCOP10.2K$1.35M1.1%$392.9KHeld
Dimensional Etf Trust38.9K$1.32M1.0%$48.3KHeld
Merck & Co., Inc.MRK9.35K$1.13M0.9%$140.6KCut$107K
Exxon Mobil Corp6.32K$1.07M0.8%$311.7KHeld
Comfort Sys Usa Inc738$1.02M0.8%$307.5KAdded$373.7K
Citigroup Inc8.83K$1M0.8%−$28.5KAdded−$14.4K
Flex Ltd.FLEX15.2K$994.9K0.8%$72.8KAdded$121.9K
Arch Cap Group Ltd10.3K$986.8K0.8%$719Cut−$235.2K
American Healthcare REIT, Inc.AHR20.8K$978.8K0.8%$1.96KAdded$54.4K
Ss&C Technologies Hldgs Inc14.1K$952.3K0.7%−$260.2KAdded−$193.4K
Textron IncTXT10.7K$940.8K0.7%$4.1KAdded$23.9K
Sea LtdSE11.3K$934.3K0.7%−$505KCut−$639.1K
Pfizer IncPFE32.1K$901.8K0.7%$100KAdded$119K
Corteva, Inc.CTVA10.4K$867.4K0.7%$171.8KAdded$177.1K
Tapestry, Inc.TPR6.1K$861.3K0.7%$76.2KAdded$131.9K
Slb Limited/NvSLB16.6K$855.2K0.7%$207.6KAdded$242.8K
Celestica IncCLS3.02K$850.7K0.7%−$42.1KCut−$401.2K
Halliburton CoHAL21.6K$840.5K0.7%$225.9KAdded$245.7K
Bank America Corp16.3K$793.8K0.6%−$99.4KAdded−$80.9K
Wells Fargo Co New9.59K$763.1K0.6%−$130.3KCut−$135.5K
Labcorp Holdings Inc.LH2.82K$752.7K0.6%$43.2KAdded$72.8K
Comstock Res Inc35.2K$741.3K0.6%−$73.8KHeld
Knight-Swift Transn Hldgs In12.8K$736.6K0.6%$65.3KAdded$92.1K
Fedex CorpFDX2.07K$736.6K0.6%$135.8KAdded$153.9K
HCA Healthcare, Inc.HCA1.55K$735.9K0.6%$9.92KCut−$27K
Cigna GroupCI2.68K$714.4K0.6%−$22.2KAdded−$5.09K
Teva Pharmaceutical Inds Ltd23.6K$709.7K0.6%−$23.9KAdded$24.7K
Sanofi Sa14.5K$698K0.5%−$3.97KAdded$11.5K
Willis Towers Watson PlcWTW2.24K$651.5K0.5%−$82.6KAdded−$64.6K
Alphabet Inc2.26K$648.9K0.5%−$60.9KCut−$103K
Omnicom Group Inc.OMC8.62K$648.8K0.5%−$45.9KAdded−$32K
Western Digital CorpWDC2.39K$645.7K0.5%New
Westlake CorpWLK5.51K$643.7K0.5%$230.7KAdded$245.9K
Becton Dickinson & CoBDX3.91K$615.2K0.5%−$140.1KAdded−$122.6K
Diamondback Energy, Inc.FANG3.1K$613.1K0.5%$147.1KHeld
Asml Holding N V463$611.5K0.5%$113.2KAdded$129K
Neos Etf Trust12.3K$606.5K0.5%−$17.1KAdded$321.5K
Brookdale Sr Living Inc43.4K$593.5K0.5%New
Pnc Finl Svcs Group Inc2.8K$582.4K0.5%−$1.75KAdded$10.5K
Invesco Exchange Traded Fd T3.03K$580.9K0.5%$793Added$159.1K
Johnson & JohnsonJNJ2.34K$572K0.4%$87.7KCut−$138.3K
Reinsurance Grp Of America I2.79K$570K0.4%$1.82KAdded$42.2K
Amazon Com IncAMZN2.73K$568.4K0.4%−$59.4KAdded−$39.8K
Plains Gp Hldgs L P23.1K$560.2K0.4%$118.6KHeld
Micron Technology IncMU1.62K$548.7K0.4%$85.1KCut−$27.3K
Alliant Energy CorpLNT7.6K$545.1K0.4%$43.6KAdded$125.1K
Comcast Corp New17.9K$514.9K0.4%−$20.6KAdded−$7.98K
Jpmorgan Chase & Co.1.74K$511K0.4%−$48.2KAdded−$42.6K
Berkley W R Corp7.65K$506.9K0.4%−$29.4KCut−$140.9K
Allison Transmission Hldgs I4.21K$493.4K0.4%$79.7KAdded$86.3K
Lpl Finl Hldgs Inc1.63K$490.4K0.4%−$82.3KAdded−$31.5K
Emerson Elec Co3.73K$488.4K0.4%−$6.19KAdded$5.34K
Amdocs LtdDOX7.45K$485.9K0.4%−$113.5KCut−$218K
Unitedhealth Group IncUNH1.79K$484.4K0.4%−$53.1KAdded$189.9K
Evergy, Inc.EVRG5.87K$481.1K0.4%$54.1KAdded$65.2K
Illumina, Inc.ILMN3.89K$479.6K0.4%New
Wheaton Precious Metals Corp.WPM3.59K$469.8K0.4%$47.4KAdded$57K
Entergy Corp New4.17K$469.1K0.4%$82.1KAdded$88.5K
Hexcel Corp New5.79K$468.3K0.4%$39.6KAdded$51.6K
Cardinal Health IncCAH2.2K$465.5K0.4%$12.8KCut$3.76K
Mckesson CorpMCK536$463.8K0.4%$23.5KAdded$35.6K
Cognizant Technology Solutio7.46K$458K0.4%−$152.1KAdded−$125K
Autozone IncAZO135$456K0.4%−$1.77KAdded$18.5K
Franco Nev Corp1.83K$453.3K0.4%$73KCut$62.6K
Ferrovial Se6.94K$451.2K0.4%$2.98KAdded$13.6K
Sysco CorpSYY6.23K$444.5K0.3%−$14.5KAdded−$7.71K
Fidelity Covington Trust12.2K$444.2K0.3%−$23.3KHeld
International Flavors&Fragra6.11K$443.3K0.3%$29.9KAdded$53.4K
Cvs Health CorpCVS6.15K$441.4K0.3%−$45.6KAdded−$39K
Epam Sys Inc3.23K$436.7K0.3%−$209.4KAdded−$180.8K
CAE IncCAE16.7K$435.9K0.3%−$72.1KAdded−$65.9K
Target CorpTGT3.53K$427.7K0.3%$80.2KAdded$93.3K
Arrow Electrs Inc2.91K$416.7K0.3%$95.1KAdded$101.4K
Revvity, Inc.RVTY4.63K$405.5K0.3%−$34.7KAdded$38.3K
Ferguson Enterprises Inc1.73K$403.8K0.3%$15.9KAdded$71.4K
Gds Hldgs Ltd10K$403K0.3%New
Banco Santander Sa35.4K$399.5K0.3%−$15.5KAdded−$5.47K
Icici Bank Limited15.4K$398.9K0.3%−$59.2KAdded−$53.3K
Api Group CorpAPG9.55K$386.8K0.3%$18.4KAdded$75.1K
Eaton Corp PlcETN1.07K$383.1K0.3%New
On Semiconductor CorpON6.14K$380.4K0.3%$43KAdded$80.7K
Intercontinental Hotels Grou2.84K$379.6K0.3%−$18.2KAdded$32.3K
SharkNinja, Inc.SN3.57K$377.9K0.3%−$20.4KAdded−$3.28K
Mohawk Inds Inc3.82K$375.8K0.3%−$40.8KAdded−$35.6K
Synopsys IncSNPS941$373.1K0.3%−$67.3KAdded−$58.6K
Cadence Design System Inc1.34K$372.6K0.3%−$45.4KAdded−$36.5K
American Elec Pwr Co Inc2.81K$368.3K0.3%$41.2KAdded$67.4K
British Amern Tob Plc6.29K$367.9K0.3%New
Fiserv IncFISV6.49K$362K0.3%−$72.7KAdded−$67.7K
Mastercard IncMA724$361.8K0.3%−$50.3KAdded−$41.3K
Mitsubishi Ufj Finl Group In21.2K$360.1K0.3%New
Waste Connections, Inc.WCN2.22K$360.1K0.3%−$27.9KAdded−$17.9K
Teledyne Technologies IncTDY594$359.4K0.3%$48.2KAdded$98.4K
State Str Corp2.81K$355K0.3%−$6.77KAdded−$1.45K
Icon PlcICLR3.21K$355K0.3%−$229.6KCut−$287.7K
Hilton Worldwide Hldgs Inc1.16K$353.9K0.3%New
Spdr Series Trust2.77K$353.3K0.3%$16KHeld
Ingredion IncINGR3.11K$350.1K0.3%$7.34KAdded$12.8K
National Grid Plc4.08K$345.5K0.3%$28.7KAdded$39.8K
Keysight Technologies, Inc.KEYS1.21K$341.4K0.3%$79.4KAdded$137.6K
Moodys Corp781$340.7K0.3%New
Acm Resh Inc8.63K$339.5K0.3%New
Sumitomo Mitsui Finl Group I17.2K$339.2K0.3%New
Canadian Pacific Kansas City4.29K$337.4K0.3%$17.9KAdded$74.7K
Progressive Corp1.7K$336.2K0.3%−$48.4KAdded−$37.5K
Truist Finl Corp7.16K$329.3K0.3%−$22.9KAdded−$18.3K
Fidelity Covington Trust6.78K$328.9K0.3%−$5.35KHeld
Heico Corp New1.18K$323.8K0.3%New
WEX Inc.WEX2.11K$323.4K0.3%$7.92KAdded$32.7K
UBS Group AGUBS8.25K$322.5K0.3%New
Waters Corp1.08K$321.3K0.3%New
Kenvue Inc.KVUE18.4K$317.9K0.2%−$182Added$4.32K
Brookfield Asset Managmt Ltd7.03K$312.5K0.2%−$54.9KAdded−$49.9K
Bank New York Mellon Corp2.61K$309.5K0.2%$6.63KCut−$35.9K
Lkq CorpLKQ10.4K$306.5K0.2%−$8.51KAdded−$3.29K
Liberty Media Corp Del3.56K$302.9K0.2%−$42.6KAdded−$7.97K
Firstenergy CorpFE5.97K$302.6K0.2%$32.5KAdded$55.6K
Gallagher Arthur J & Co1.39K$301.3K0.2%−$58.7KCut−$87.7K
Equifax IncEFX1.64K$294.6K0.2%New
Vanguard Index Fds867$278.1K0.2%−$12.5KCut−$593.9K
Baker Hughes Company4.54K$276.9K0.2%New
Visa Inc.V914$276.2K0.2%−$42.9KAdded−$34.1K
White Mtns Ins Group Ltd124$272.4K0.2%$13.4KAdded$37.6K
Church & Dwight Co Inc2.88K$268.4K0.2%New
EXPAND ENERGY CorpEXE2.43K$266.5K0.2%−$1.41KHeld
Hunt J B Trans Svcs Inc1.24K$263.4K0.2%New
Republic Svcs Inc1.19K$259.8K0.2%New
S&P Global Inc.SPGI609$259K0.2%−$58.2KAdded−$53.5K
StandardAero, Inc.SARO9.97K$257.6K0.2%−$21.7KAdded$38.9K
Qorvo, Inc.QRVO3.3K$255.6K0.2%−$23.2KAdded−$19.6K
Vulcan Matls Co938$255.4K0.2%−$11.4KAdded$3.85K
Axis Cap Hldgs Ltd2.5K$253.8K0.2%−$12.8KAdded$12.1K
Fifth Third Bancorp5.42K$251.7K0.2%−$1.76KAdded$16.7K
Compass, Inc.COMP33.9K$248.1K0.2%New
Ingersoll Rand Inc.IR3.04K$244K0.2%New
Charles Riv Labs Intl Inc1.4K$241.2K0.2%−$35.5KAdded−$21.2K
Fidelity Covington Trust6.46K$240.3K0.2%$4.01KHeld
Keurig Dr Pepper Inc.KDP9.06K$238.6K0.2%−$14.1KAdded$2.87K
Qnity Electronics, Inc.Q2.06K$237.9K0.2%New
Annaly Capital Management In11.2K$236.2K0.2%−$12.7KAdded$1.33K
Valero Energy Corp949$234.5K0.2%New
Ishares Tr3.43K$231.8K0.2%$4.82KAdded$23.9K
Teleflex IncTFX1.92K$229.3K0.2%New
DoorDash, Inc.DASH1.52K$228.7K0.2%New
AramarkARMK5.64K$228.6K0.2%New
CDW CorpCDW1.87K$226.2K0.2%New
Teradyne, IncTER752$222.9K0.2%$77.4KCut−$152.2K
Boston Scientific CorpBSX3.53K$221.3K0.2%−$97.2KAdded−$63K
Eog Res Inc1.5K$217.3K0.2%New
Unifirst Corp Mass860$216.4K0.2%New
Nu Hldgs Ltd14.9K$214K0.2%−$33.4KAdded−$21.6K
Murphy USA Inc.MUSA427$210.9K0.2%New
Toro CoTTC2.25K$210.1K0.2%New
Rpm Intl Inc2.11K$209.9K0.2%New
Lamar Advertising Co/NewLAMR1.62K$205.1K0.2%New
Eqt CorpEQT3.21K$204.6K0.2%New
Loews CorpL1.9K$202.5K0.2%New
Digitalocean Hldgs Inc2.36K$202.2K0.2%New
American Wtr Wks Co Inc New1.48K$202K0.2%New
CoreCivic, Inc.CXW10.5K$197.7K0.2%New
Genworth Finl Inc18.8K$152.6K0.1%−$15.8KAdded−$3.93K
Graphic Packaging Hldg Co11.3K$112.4K0.1%−$54.8KAdded−$48.8K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.