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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	LAM RESEARCH CORP	—	3,000	$514K	0.19%	SOLD
2	SHOP	SHOPIFY INC	Technology	1,449	$233K	0.09%	SOLD
3	KWEB	KRANESHARES TRUST	—	6,815	$232K	0.09%	SOLD
4	MKL	MARKEL GROUP INC	Financial Services	107	$205K	0.08%	SOLD

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%