StoryOne LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 79 separate positions held by the firm, managed by compliance consultant Shannon Hemphill, with the firm’s address listed as 7501 College Blvd Suite 120 in Overland Park, Kansas.
The portfolio is dominated by large-cap technology and exchange-traded fund (ETF) holdings. NVIDIA Corporation is the largest individual holding, with 37,648 shares valued at approximately $85.98 million. Other top individual stock positions include Palantir Technologies (15,482 shares), LAM Research (5,527 shares), and Microsoft (9,928 shares). The firm also holds significant positions in major index ETFs, including the Vanguard S&P 500 ETF (34,412 shares) and the iShares Core S&P 500 ETF (10,113 shares).
The filing details a mix of sectors, including semiconductor manufacturing, cloud computing, healthcare, and consumer goods. Notable individual stock holdings listed include Apple, Broadcom, Eli Lilly, Costco, and Visa. The filing also includes positions in Bitcoin through the Fidelity Wise Origin Bitcoin Shares and precious metals via the SPDR Gold Trust.