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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HON HONEYWELL INTL INC Industrials 1,725.0 $390K 0.14% NEW $226.08 -1.6%
102 XLY SELECT SECTOR SPDR TR 3,390.0 $369K 0.13% NEW $108.98 +4.4%
103 TSLA TESLA INC Consumer Cyclical 987.0 $367K 0.13% +224.0 +29.4% $371.89 +2.6%
104 IBM INTERNATIONAL BUSINESS MACHS Technology 1,510.0 $366K 0.13% $242.42 +9.3%
105 MEAR ISHARES U S ETF TR 7,229.0 $364K 0.13% -2K -20.2% $50.34 -0.0%
106 KKR KKR & CO INC Financial Services 3,805.0 $352K 0.12% $92.51 +1.1%
107 EMR EMERSON ELEC CO Industrials 2,650.0 $347K 0.12% NEW $131.02 +9.3%
108 LRCX LAM RESEARCH CORP Technology 1,592.0 $341K 0.12% NEW $213.92 +73.6%
109 SPGP INVESCO EXCHANGE TRADED FD T 3,147.0 $339K 0.12% +971.0 +44.6% $107.63 +10.8%
110 SYK STRYKER CORPORATION Healthcare 930.0 $306K 0.11% NEW $329.47 -5.9%
111 IMCG ISHARES TR 3,865.0 $304K 0.11% +112.0 +3.0% $78.78 +21.9%
112 IVSI ETF OPPORTUNITIES TRUST 7,059.0 $295K 0.10% NEW $41.81 -32.3%
113 IWR ISHARES TR 2,916.0 $283K 0.10% $97.22 +10.9%
114 LRGF ISHARES TR 4,273.0 $282K 0.10% $66.00 +12.9%
115 USHY ISHARES TR 7,605.0 $280K 0.10% +84.0 +1.1% $36.84 +0.3%
116 VFMF VANGUARD WELLINGTON FD 1,781.0 $276K 0.10% NEW $155.10 +13.1%
117 BN BROOKFIELD CORP Financial Services 6,688.0 $271K 0.10% $40.47 +8.6%
118 SOXX ISHARES TR 820.0 $270K 0.10% NEW $328.66 +83.6%
119 ABT ABBOTT LABORATORIES Healthcare 2,584.0 $265K 0.09% NEW $102.67 -11.8%
120 LMT LOCKHEED MARTIN CORP Industrials 434.0 $262K 0.09% $604.39 -16.7%
Page 6 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%