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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XSHQ INVESCO EXCH TRADED FD TR II 17,502.0 $738K 0.26% +1K +7.3% $42.16 +11.7%
42 PEP PEPSICO INC Consumer Defensive 4,465.0 $693K 0.24% +2K +75.9% $155.28 -9.4%
43 IGSB ISHARES TR 12,757.0 $671K 0.24% +4K +43.1% $52.56 -0.6%
44 COWZ PACER FDS TR 10,587.0 $662K 0.23% +133.0 +1.3% $62.56 -1.7%
45 SPMO INVESCO EXCH TRADED FD TR II 5,402.0 $606K 0.21% +1K +28.2% $112.11 +44.2%
46 QQQ INVESCO QQQ TR Financial Services 1,005.0 $580K 0.20% +235.0 +30.5% $577.24 +27.8%
47 DEHP DIMENSIONAL ETF TRUST 16,118.0 $545K 0.19% +2K +13.0% $33.79 +33.0%
48 MDLZ MONDELEZ INTL INC Consumer Defensive 8,621.0 $501K 0.18% +55.0 +0.6% $58.14 +2.4%
49 VUSB VANGUARD BD INDEX FDS 9,138.0 $455K 0.16% +3K +52.8% $49.78 -0.2%
50 JEPI J P MORGAN EXCHANGE TRADED F 7,489.0 $424K 0.15% +143.0 +1.9% $56.68 -1.1%
51 KTB KONTOOR BRANDS INC Consumer Cyclical 5,647.0 $397K 0.14% +44.0 +0.8% $70.29 +8.3%
52 XSMO INVESCO EXCHANGE TRADED FD T 5,196.0 $395K 0.14% +1K +28.8% $76.02 +18.6%
53 TSLA TESLA INC Consumer Cyclical 987.0 $367K 0.13% +224.0 +29.4% $371.89 +8.9%
54 SPGP INVESCO EXCHANGE TRADED FD T 3,147.0 $339K 0.12% +971.0 +44.6% $107.63 +11.3%
55 IMCG ISHARES TR 3,865.0 $304K 0.11% +112.0 +3.0% $78.78 +23.8%
56 USHY ISHARES TR 7,605.0 $280K 0.10% +84.0 +1.1% $36.84 +0.4%
57 DFEM DIMENSIONAL ETF TRUST 6,466.0 $223K 0.08% +67.0 +1.1% $34.55 +22.5%
58 VBR VANGUARD INDEX FDS 989.0 $215K 0.08% +12.0 +1.2% $217.26 +9.9%
59 VOX VANGUARD WORLD FD 1,122.0 $202K 0.07% +6.0 +0.5% $179.91 +1.4%
Page 3 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%