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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFC TRUIST FINL CORP Financial Services 5,629.0 $259K 0.09% NEW $45.97 +6.1%
22 SMLF ISHARES TR 3,392.0 $256K 0.09% NEW $75.48 +15.8%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,620.0 $255K 0.09% NEW $157.28 -16.5%
24 NEE NEXTERA ENERGY INC Utilities 2,655.0 $247K 0.09% NEW $92.88 -7.3%
25 UNH UNITEDHEALTH GROUP INC Healthcare 885.0 $239K 0.09% NEW $270.59 +50.3%
26 MRK MERCK & CO INC Healthcare 1,787.0 $216K 0.08% NEW $121.14 -4.7%
Page 2 of 2  ·  26 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%