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Home > Institutional Investor > Storyone Llc > Profile

Instuitional Investor - Storyone Llc

Fund Profile
Filing Period:
Fund Name: Storyone Llc
Portfolio Value $211,597,718
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 55,596 $40,941,027 19.35%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 32,979 $22,650,007 10.7%
3.
Ishares Trust
 IEF 148,100 $21,683,308 10.25%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 39,490 $20,629,270 9.75%
5.
Victory Portfolios Ii
 UITB 277,676 $14,055,975 6.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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