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Storgate, LLC

All holdings · as of Dec 31, 2025

153 positions

CompanyClassValueShares% of portfolio
JPMORGAN CHASE & CO$553.6K1,7180.5%
FTAI Aviation Ltd$533.9K2,7120.4%
REINSURANCE GROUP OF AMERICA INC$527.8K2,5940.4%
Comcast Corp.$522.9K17,4940.4%
LPL Financial Holdings Inc.$521.8K1,4610.4%
HDFC BANK LTDHDBADR$516.3K14,1290.4%
CAE INC$501.8K16,4970.4%
TENET HEALTHCARE CORP$498.2K2,5070.4%
EMERSON ELECTRIC CO$483.1K3,6400.4%
ASML HOLDING N V$482.5K4510.4%
CVS HEALTH Corp$480.4K6,0540.4%
FIDELITY COVINGTON TRUST$467.4K12,2460.4%
Diamondback Energy, Inc.$466.0K3,1000.4%
CARDINAL HEALTH INC$461.8K2,2470.4%
MercadoLibre, Inc.$455.2K2260.4%
ICICI BANK LTDIBNADR$452.2K15,1740.4%
SYSCO CORP$452.2K6,1360.4%
PLAINS GP HOLDINGS LPPAGPLtd Part$441.6K23,0720.4%
FERROVIAL SE$437.5K6,7720.4%
AUTOZONE INC$437.5K1290.4%
SYNOPSYS INC$431.7K9190.4%
SHOPIFY INC$430.9K2,6770.4%
FISERV INC$429.7K6,3970.4%
MCKESSON CORP$428.2K5220.4%
CRH PUBLIC LTD CO$427.7K3,4270.4%
RELX PLC$421.9K10,4370.3%
INVESCO EXCHANGE TRADED FD T$421.8K2,2020.3%
ALLIANT ENERGY CORP$420.0K6,4600.3%
HEXCEL CORP /DE$416.7K5,6390.3%
Evergy, Inc.$415.9K5,7370.3%
WHEATON PRECIOUS METALS CORP$412.8K3,5130.3%
MOHAWK INDUSTRIES INC$411.4K3,7640.3%
CADENCE DESIGN SYSTEMS INC$409.2K1,3090.3%
Allison Transmission Holdings Inc$407.1K4,1580.3%
BANCO SANTANDER SA$404.9K34,5210.3%
Mastercard Inc$403.0K7060.3%
WESTLAKE CORPWLKCommon Stock$397.8K5,3800.3%
FRANCO NEV CORP$390.7K1,8850.3%
INTERNATIONAL FLAVORS & FRAGRANCES INC$389.9K5,7850.3%
Arthur J. Gallagher & Co.$389.0K1,5030.3%
SHARKNINJA INC$381.1K3,4060.3%
ENTERGY CORP /DE$380.6K4,1180.3%
Waste Connections Inc$378.1K2,1560.3%
TERADYNE, INC$375.1K1,9380.3%
PROGRESSIVE CORP/OH$373.7K1,6410.3%
REVVITY, INC.$367.2K3,7950.3%
Argan, Inc.$364.1K1,1620.3%
BROOKFIELD ASSET MANAGMT LTD$362.4K6,9170.3%
TransDigm Group Inc.$360.4K2710.3%
CAMECO CORP$358.6K3,9200.3%
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