StockDriftsStockDriftsTop 50 Storgate LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | 16.42% | 1.27M | $79.2M | +108.24%(+662.47K) | $54.58(+14.39%) | 2026-06-30 | |
| FDEM | FIDELITY COVINGTON TRUST | 6.09% | 808.5K | $29.4M | +151.62%(+487.18K) | $32.29(+10.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 77.1K | $15.4M | new | $182.72(+20.66%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.82% | 28.4K | $13.6M | +169.72%(+17.89K) | $359.63(+17.79%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.5% | 34.1K | $12.1M | +1408.00%(+31.85K) | $310.94(+12.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.12% | 35.2K | $10.2M | new | $267.99(+14.43%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.72% | 34.8K | $8.3M | +1173.91%(+32.04K) | $220.07(+24.94%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.18% | 17.4K | $5.7M | +903.63%(+15.70K) | $306.86(+17.80%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.03% | 13.1K | $5.0M | new | $335.58(+25.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.02% | 13.2K | $4.9M | new | $365.99(+37.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.75% |
Storgate LLC reports $482.08M in US-listed equity holdings across 351 positions in its most recent 13F filing. Its largest disclosed positions are FBCG (16.4%), FDEM (6.1%) and NVDA (3.2%). The top 20 holdings account for 45.94% of reported assets. Its disclosed equity book has returned +15.32% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Storgate LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110835). View Storgate LLC’s 13F filings on SEC