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Portfolio (Quarterly) Guide ↗

TAGStone Capital, Inc.

· CIK 0001903044
13F Portfolio $268M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGT VANGUARD WORLD FD 1,792.0 $1.4M 0.50% NEW $753.68 -84.0%
42 IWF ISHARES TR 2,818.0 $1.3M 0.50% NEW $473.28 -74.3%
43 MSFT MICROSOFT CORP Technology 2,608.0 $1.3M 0.47% NEW $483.60 -24.0%
44 SCZ ISHARES TR 16,232.0 $1.3M 0.47% NEW $77.53 +8.0%
45 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,502.0 $1.2M 0.46% NEW $146.58 -28.4%
46 ICSH ISHARES TR 24,494.0 $1.2M 0.46% NEW $50.58 -0.2%
47 IJJ ISHARES TR 8,355.0 $1.1M 0.41% NEW $131.60 +10.2%
48 IYR ISHARES TR 11,440.0 $1.1M 0.40% NEW $93.89 +8.2%
49 IEMG ISHARES TR 15,970.0 $1.1M 0.40% NEW $67.22 +27.9%
50 VTES VANGUARD WELLINGTON FD 10,373.0 $1.1M 0.39% NEW $101.57 -0.4%
51 JPM JPMORGAN CHASE & CO Financial Services 3,061.0 $986K 0.37% NEW $322.19 +2.9%
52 IXUS ISHARES TR 11,547.0 $977K 0.36% NEW $84.64 +14.8%
53 DFIC DIMENSIONAL ETF TRUST 26,620.0 $917K 0.34% NEW $34.46 +10.7%
54 V VISA INC Financial Services 2,457.0 $862K 0.32% NEW $350.70 -6.7%
55 BAC BK OF AMERICA CORP Financial Services 15,643.0 $860K 0.32% NEW $55.00 +4.3%
56 DFAR DIMENSIONAL ETF TRUST 37,246.0 $853K 0.32% NEW $22.90 +14.1%
57 XMHQ INVESCO EXCHANGE TRADED FD T 8,211.0 $841K 0.31% NEW $102.42 +8.5%
58 VTWO VANGUARD SCOTTSDALE FDS 8,232.0 $819K 0.30% NEW $99.52 +21.0%
59 META META PLATFORMS INC Communication Services 1,240.0 $819K 0.30% NEW $660.31 -14.6%
60 MDYV SPDR SER TR 9,516.0 $806K 0.30% NEW $84.65 +10.1%
Page 3 of 6  ·  116 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 32.1%
Technology 16.1%
Financial Services 15.4%
Consumer Defensive 10.6%
Communication Services 9.5%
Healthcare 9.1%
Industrials 7.1%