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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGIB ISHARES TR 47,840.0 $2.5M 0.90% +4K +8.1% $53.22 -0.4%
22 PGR PROGRESSIVE CORP Financial Services 11,995.0 $2.4M 0.84% +6K +85.2% $198.24 +8.2%
23 AVGO BROADCOM INC Technology 6,200.0 $1.9M 0.68% +919.0 +17.4% $309.51 +23.6%
24 MSFT MICROSOFT CORP Technology 5,096.0 $1.9M 0.67% +2K +95.4% $370.15 +1.2%
25 SLYG SPDR SER TR 19,414.0 $1.9M 0.66% +536.0 +2.8% $96.62 +18.1%
26 VIG VANGUARD SPECIALIZED FUNDS 7,630.0 $1.6M 0.58% +547.0 +7.7% $215.07 +9.1%
27 IJK ISHARES TR 15,753.0 $1.6M 0.56% +632.0 +4.2% $100.62 +14.4%
28 AMGN AMGEN INC Healthcare 4,155.0 $1.5M 0.52% +26.0 +0.6% $351.85 -1.2%
29 JPM JPMORGAN CHASE & CO Financial Services 4,612.0 $1.4M 0.48% +2K +50.7% $294.13 +13.7%
30 V VISA INC Financial Services 3,447.0 $1.0M 0.37% +990.0 +40.3% $302.23 +9.6%
31 DFIC DIMENSIONAL ETF TRUST 27,921.0 $992K 0.35% +1K +4.9% $35.53 +4.5%
32 XMHQ INVESCO EXCHANGE TRADED FD T 9,271.0 $958K 0.34% +1K +12.9% $103.37 +6.9%
33 RTX RTX CORPORATION Industrials 4,784.0 $923K 0.33% +3K +163.4% $192.91 -4.6%
34 XMMO INVESCO EXCHANGE TRADED FD T 6,323.0 $917K 0.32% +740.0 +13.2% $145.03 +17.5%
35 VTWO VANGUARD SCOTTSDALE FDS 8,954.0 $897K 0.32% +722.0 +8.8% $100.17 +19.6%
36 BAC BK OF AMERICA CORP Financial Services 18,178.0 $886K 0.31% +3K +16.2% $48.75 +18.6%
37 META META PLATFORMS INC Communication Services 1,492.0 $853K 0.30% +252.0 +20.3% $571.95 -1.1%
38 MDYV SPDR SER TR 9,592.0 $817K 0.29% +76.0 +0.8% $85.15 +9.3%
39 ISHARES TR 17,214.0 $796K 0.28% +2K +13.8% $46.23
40 LLY LILLY ELI & CO Healthcare 809.0 $744K 0.26% +186.0 +29.9% $919.83 +19.7%
Page 2 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%