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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLE SELECT SECTOR SPDR TR 4,280.0 $262K 0.09% NEW $61.26 -11.7%
122 TFC TRUIST FINL CORP Financial Services 5,629.0 $259K 0.09% NEW $45.97 +6.1%
123 SMLF ISHARES TR 3,392.0 $256K 0.09% NEW $75.48 +15.8%
124 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,620.0 $255K 0.09% NEW $157.28 -16.5%
125 NEE NEXTERA ENERGY INC Utilities 2,655.0 $247K 0.09% NEW $92.88 -7.3%
126 MARW AIM ETF PRODUCTS TRUST 7,069.0 $241K 0.09% $34.09 +5.8%
127 JUNW AIM ETF PRODUCTS TRUST 7,205.0 $240K 0.09% $33.35 +2.8%
128 UNH UNITEDHEALTH GROUP INC Healthcare 885.0 $239K 0.09% NEW $270.59 +50.3%
129 BIV VANGUARD BD INDEX FDS 3,038.0 $234K 0.08% $77.18 -1.1%
130 SEPW AIM ETF PRODUCTS TRUST 7,351.0 $232K 0.08% $31.59 +5.4%
131 DECW AIM ETF PRODUCTS TRUST 6,860.0 $229K 0.08% $33.41 +6.5%
132 DFEM DIMENSIONAL ETF TRUST 6,466.0 $223K 0.08% +67.0 +1.1% $34.55 +22.5%
133 AMAT APPLIED MATLS INC Technology 639.0 $218K 0.08% -416.0 -39.4% $341.79 +87.3%
134 MRK MERCK & CO INC Healthcare 1,787.0 $216K 0.08% NEW $121.14 -4.7%
135 VBR VANGUARD INDEX FDS 989.0 $215K 0.08% +12.0 +1.2% $217.26 +9.9%
136 VOX VANGUARD WORLD FD 1,122.0 $202K 0.07% +6.0 +0.5% $179.91 +1.4%
137 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 13,608.0 $189K 0.07% $13.88 +29.8%
Page 7 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%