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Portfolio (Quarterly) Guide ↗

TAGStone Capital, Inc.

· CIK 0001903044
13F Portfolio $315M AUM 139 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 55 Added 31 Reduced 4 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 228,161.0 $18.9M 5.99% +10K +4.8% $82.65 -2.7%
2 SPYG SPDR SERIES TRUST 131,583.0 $15.7M 4.98% +2K +1.5% $118.99 +0.6%
3 VCSH VANGUARD SCOTTSDALE FDS 172,144.0 $13.6M 4.32% +12K +7.8% $79.03 -1.2%
4 GOOGL ALPHABET INC Communication Services 22,008.0 $7.9M 2.50% +2K +7.5% $357.37 -6.3%
5 DFAT DIMENSIONAL ETF TRUST 108,877.0 $7.6M 2.42% +5K +4.6% $69.90 +0.7%
6 VTV VANGUARD INDEX FDS 24,448.0 $5.3M 1.69% +2K +10.3% $217.93 +2.8%
7 NVDA NVIDIA CORPORATION Technology 26,066.0 $5.2M 1.66% +3K +15.1% $200.09 +8.7%
8 JNJ JOHNSON & JOHNSON Healthcare 20,406.0 $5.2M 1.65% +410.0 +2.0% $253.97 +6.8%
9 VONG VANGUARD SCOTTSDALE FDS 39,514.0 $5.1M 1.60% +1K +2.6% $127.81 -2.3%
10 OPPJ WISDOMTREE TR 70,411.0 $4.1M 1.29% +748.0 +1.1% $57.66 +0.9%
11 AAPL APPLE INC Technology 12,951.0 $3.7M 1.19% +2K +14.6% $289.36 +12.4%
12 SPHQ INVESCO EXCHANGE TRADED FD T 41,572.0 $3.7M 1.19% +6K +17.8% $90.10 -6.2%
13 AXP AMERICAN EXPRESS CO Financial Services 9,784.0 $3.3M 1.05% +206.0 +2.1% $338.24 -4.2%
14 IGIB ISHARES TR 53,409.0 $2.8M 0.90% +6K +11.6% $53.17 -2.7%
15 VIG VANGUARD SPECIALIZED FUNDS 8,516.0 $2.0M 0.64% +886.0 +11.6% $236.61 +1.9%
16 VGT VANGUARD WORLD FD 14,804.0 $1.8M 0.56% +13K +725.2% $119.52 -0.5%
17 ISHARES TR 32,263.0 $1.6M 0.51% +15K +87.4% $49.55
18 JPM JPMORGAN CHASE & CO Financial Services 4,680.0 $1.5M 0.49% +68.0 +1.5% $327.36 +8.4%
19 AMGN AMGEN INC Healthcare 4,182.0 $1.5M 0.48% +27.0 +0.7% $362.15 +21.0%
20 XMMO INVESCO EXCHANGE TRADED FD T 8,211.0 $1.4M 0.44% +2K +29.9% $170.14 -11.3%
Page 1 of 3  ·  55 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 26.6%
Technology 18.5%
Financial Services 14.5%
Healthcare 11.1%
Communication Services 10.6%
Consumer Defensive 10.0%
Industrials 8.0%
Energy 0.5%
Utilities 0.3%