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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OPPJ WISDOMTREE TR 69,663.0 $3.8M 1.34% +16K +28.9% $54.36 +12.3%
22 VBK VANGUARD INDEX FDS 12,256.0 $3.7M 1.31% $302.25 +18.4%
23 DFUV DIMENSIONAL ETF TRUST 75,408.0 $3.7M 1.29% +24K +45.8% $48.46 +13.7%
24 UNP UNION PAC CORP Industrials 14,925.0 $3.6M 1.28% +179.0 +1.2% $242.62 +7.1%
25 TJX TJX COS INC NEW Consumer Cyclical 22,629.0 $3.6M 1.28% +3K +16.4% $159.70 +2.8%
26 DFAS DIMENSIONAL ETF TRUST 47,469.0 $3.4M 1.19% -531.0 -1.1% $71.13 +13.1%
27 VTEB VANGUARD MUN BD FDS 67,631.0 $3.4M 1.19% -12K -14.8% $49.89 +1.1%
28 AXP AMERICAN EXPRESS CO Financial Services 9,578.0 $2.9M 1.02% $302.49 +11.8%
29 AAPL APPLE INC Technology 11,299.0 $2.9M 1.01% +3K +43.6% $253.79 +17.0%
30 VBIL VANGUARD INSTL INDEX FD 36,745.0 $2.8M 0.98% +29K +356.7% $75.65 -0.0%
31 SPHQ INVESCO EXCHANGE TRADED FD T 35,278.0 $2.7M 0.94% +5K +16.0% $75.19 +19.1%
32 IGIB ISHARES TR 47,840.0 $2.5M 0.90% +4K +8.1% $53.22 -0.5%
33 PGR PROGRESSIVE CORP Financial Services 11,995.0 $2.4M 0.84% +6K +85.2% $198.24 +4.6%
34 AVGO BROADCOM INC Technology 6,200.0 $1.9M 0.68% +919.0 +17.4% $309.51 +26.7%
35 MSFT MICROSOFT CORP Technology 5,096.0 $1.9M 0.67% +2K +95.4% $370.15 -0.8%
36 SLYG SPDR SER TR 19,414.0 $1.9M 0.66% +536.0 +2.8% $96.62 +18.3%
37 SPEM SPDR INDEX SHS FDS 37,361.0 $1.8M 0.62% $46.91 +13.3%
38 STIP ISHARES TR 15,906.0 $1.6M 0.58% -1K -6.3% $103.43 -1.5%
39 VIG VANGUARD SPECIALIZED FUNDS 7,630.0 $1.6M 0.58% +547.0 +7.7% $215.07 +9.5%
40 IJK ISHARES TR 15,753.0 $1.6M 0.56% +632.0 +4.2% $100.62 +15.6%
Page 2 of 7  ·  137 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%