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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 13,911.0 $441K 0.14% NEW $31.71 +9.8%
2 DELL DELL TECHNOLOGIES INC Technology 684.0 $295K 0.09% NEW $431.50 -1.6%
3 RSPT INVESCO EXCHANGE TRADED FD T 4,000.0 $258K 0.08% NEW $64.50 -1.4%
4 MU MICRON TECHNOLOGY INC Technology 204.0 $236K 0.07% NEW $1155.72 -19.2%
5 VANGUARD MUN BD FDS 3,066.0 $235K 0.07% NEW $76.63
6 CB CHUBB LIMITED Financial Services 604.0 $206K 0.07% NEW $341.52 -0.8%

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%