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Portfolio (Quarterly) Guide ↗

TAGStone Capital, Inc.

· CIK 0001903044
13F Portfolio $283M AUM 137 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 59 Added 19 Reduced 4 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 35,621.0 $23.3M 8.23% +988.0 +2.9% $653.21 +14.5%
2 VCIT VANGUARD SCOTTSDALE FDS 217,792.0 $18.0M 6.37% +6K +2.9% $82.75 -0.6%
3 AMZN AMAZON COM INC Consumer Cyclical 66,573.0 $13.9M 4.90% +3K +4.3% $208.27 +11.8%
4 SPYG SPDR SER TR 129,681.0 $12.7M 4.49% +6K +4.8% $97.91 +21.1%
5 VCSH VANGUARD SCOTTSDALE FDS 159,669.0 $12.7M 4.47% +2K +1.6% $79.27 -0.6%
6 BERKSHIRE HATHAWAY INC DEL 23,772.0 $11.4M 4.03% +1K +6.4% $479.20
7 DFAT DIMENSIONAL ETF TRUST 104,131.0 $6.5M 2.30% +1K +1.1% $62.45 +9.8%
8 IEFA ISHARES TR 66,918.0 $6.1M 2.14% +451.0 +0.7% $90.53 +7.6%
9 GOOGL ALPHABET INC Communication Services 20,483.0 $5.9M 2.08% +4K +22.4% $287.56 +21.6%
10 JNJ JOHNSON & JOHNSON Healthcare 19,996.0 $4.9M 1.73% +2K +9.0% $244.44 -5.4%
11 VTV VANGUARD INDEX FDS 22,166.0 $4.3M 1.54% +741.0 +3.5% $196.20 +11.5%
12 VONG VANGUARD SCOTTSDALE FDS 38,501.0 $4.2M 1.49% +496.0 +1.3% $109.69 +14.2%
13 NVDA NVIDIA CORPORATION Technology 22,642.0 $3.9M 1.40% +568.0 +2.6% $174.41 +19.6%
14 OPPJ WISDOMTREE TR 69,663.0 $3.8M 1.34% +16K +28.9% $54.36 +12.3%
15 DFUV DIMENSIONAL ETF TRUST 75,408.0 $3.7M 1.29% +24K +45.8% $48.46 +13.7%
16 UNP UNION PAC CORP Industrials 14,925.0 $3.6M 1.28% +179.0 +1.2% $242.62 +7.1%
17 TJX TJX COS INC NEW Consumer Cyclical 22,629.0 $3.6M 1.28% +3K +16.4% $159.70 +2.8%
18 AAPL APPLE INC Technology 11,299.0 $2.9M 1.01% +3K +43.6% $253.79 +17.0%
19 VBIL VANGUARD INSTL INDEX FD 36,745.0 $2.8M 0.98% +29K +356.7% $75.65 -0.0%
20 SPHQ INVESCO EXCHANGE TRADED FD T 35,278.0 $2.7M 0.94% +5K +16.0% $75.19 +19.1%
Page 1 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 27.7%
Technology 15.6%
Financial Services 14.7%
Healthcare 11.5%
Consumer Defensive 11.5%
Communication Services 9.1%
Industrials 8.8%
Energy 0.7%
Utilities 0.3%