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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 3 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 4,155.0 $1.5M 0.52% +26.0 +0.6% $351.85 -2.0%
42 JPM JPMORGAN CHASE & CO Financial Services 4,612.0 $1.4M 0.48% +2K +50.7% $294.13 +12.7%
43 VGT VANGUARD WORLD FD 1,794.0 $1.3M 0.44% $697.58 -82.7%
44 SCZ ISHARES TR 15,911.0 $1.2M 0.44% -321.0 -2.0% $78.41 +6.8%
45 IWF ISHARES TR 2,816.0 $1.2M 0.42% $426.46 -71.4%
46 ICSH ISHARES TR 21,987.0 $1.1M 0.39% -3K -10.2% $50.62 -0.3%
47 IJJ ISHARES TR 8,384.0 $1.1M 0.39% $132.50 +9.4%
48 IEMG ISHARES TR 15,466.0 $1.1M 0.38% -504.0 -3.2% $69.75 +23.3%
49 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,502.0 $1.1M 0.38% $125.46 -16.3%
50 V VISA INC Financial Services 3,447.0 $1.0M 0.37% +990.0 +40.3% $302.23 +8.3%
51 DFIC DIMENSIONAL ETF TRUST 27,921.0 $992K 0.35% +1K +4.9% $35.53 +7.4%
52 IXUS ISHARES TR 11,227.0 $973K 0.34% -320.0 -2.8% $86.64 +12.2%
53 XMHQ INVESCO EXCHANGE TRADED FD T 9,271.0 $958K 0.34% +1K +12.9% $103.37 +7.6%
54 RTX RTX CORPORATION Industrials 4,784.0 $923K 0.33% +3K +163.4% $192.91 -5.7%
55 XMMO INVESCO EXCHANGE TRADED FD T 6,323.0 $917K 0.32% +740.0 +13.2% $145.03 +19.9%
56 VTWO VANGUARD SCOTTSDALE FDS 8,954.0 $897K 0.32% +722.0 +8.8% $100.17 +20.3%
57 BAC BK OF AMERICA CORP Financial Services 18,178.0 $886K 0.31% +3K +16.2% $48.75 +17.7%
58 META META PLATFORMS INC Communication Services 1,492.0 $853K 0.30% +252.0 +20.3% $571.95 -1.4%
59 MDYV SPDR SER TR 9,592.0 $817K 0.29% +76.0 +0.8% $85.15 +9.4%
60 DFAR DIMENSIONAL ETF TRUST 34,171.0 $808K 0.29% -3K -8.3% $23.65 +10.4%
Page 3 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%