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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
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISHARES TR 32,263.0 $1.6M 0.51% +15K +87.4% $49.55
42 JPM JPMORGAN CHASE & CO Financial Services 4,680.0 $1.5M 0.49% +68.0 +1.5% $327.36 +10.2%
43 AMGN AMGEN INC Healthcare 4,182.0 $1.5M 0.48% +27.0 +0.7% $362.15 +20.7%
44 STIP ISHARES TR 13,781.0 $1.4M 0.45% -2K -13.4% $102.16 -1.4%
45 XMMO INVESCO EXCHANGE TRADED FD T 8,211.0 $1.4M 0.44% +2K +29.9% $170.14 -11.2%
46 IWF ISHARES TR 11,234.0 $1.4M 0.44% +8K +298.9% $124.17 -2.0%
47 SPMO INVESCO EXCH TRADED FD TR II 8,340.0 $1.3M 0.43% +3K +54.4% $161.53 -9.8%
48 XMHQ INVESCO EXCHANGE TRADED FD T 11,580.0 $1.3M 0.41% +2K +24.9% $112.88 +3.4%
49 IEMG ISHARES INC 15,283.0 $1.3M 0.40% -183.0 -1.2% $82.84 -1.5%
50 SCZ ISHARES TR 15,209.0 $1.3M 0.40% -702.0 -4.4% $82.27 +4.7%
51 IJJ ISHARES TR 8,413.0 $1.2M 0.40% $147.74 -0.5%
52 V VISA INC Financial Services 3,452.0 $1.2M 0.38% $343.07 +10.6%
53 VTWO VANGUARD SCOTTSDALE FDS 8,976.0 $1.1M 0.35% $121.42 -2.4%
54 DFIC DIMENSIONAL ETF TRUST 28,885.0 $1.1M 0.34% +964.0 +3.5% $37.26 +4.5%
55 IXUS ISHARES TR 11,191.0 $1.1M 0.34% $95.44 +1.6%
56 XLK SELECT SECTOR SPDR TR 5,541.0 $1.1M 0.34% +35.0 +0.6% $190.53 -3.9%
57 BAC BANK OF AMER CORP Financial Services 18,350.0 $1.0M 0.33% +172.0 +0.9% $56.98 +11.4%
58 IGSB ISHARES TR 18,860.0 $988K 0.31% +6K +47.8% $52.41 -1.2%
59 XSMO INVESCO EXCHANGE TRADED FD T 10,476.0 $981K 0.31% +5K +101.6% $93.63 -10.6%
60 LLY ELI LILLY & CO Healthcare 783.0 $939K 0.30% -26.0 -3.2% $1199.18 -2.3%
Page 3 of 7  ·  139 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 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%