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Portfolio (Quarterly) Guide ↗

Flagstone Financial Management

· CIK 0001968890
13F Portfolio $390M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAR DIMENSIONAL ETF TRUST 21,166.0 $485K 0.12% NEW $22.90 +15.0%
42 DE DEERE & CO Industrials 1,032.0 $481K 0.12% NEW $465.64 +27.0%
43 IWM ISHARES TR 1,758.0 $433K 0.11% NEW $246.16 +20.3%
44 SPIB SPDR SERIES TRUST 11,531.0 $390K 0.10% NEW $33.81 -1.3%
45 DFIV DIMENSIONAL ETF TRUST 7,651.0 $382K 0.10% NEW $49.90 +8.3%
46 JNJ JOHNSON & JOHNSON Healthcare 1,811.0 $375K 0.10% NEW $206.94 +14.7%
47 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 6,065.0 $368K 0.09% NEW $60.61 +3.5%
48 BAC BANK AMERICA CORP Financial Services 6,436.0 $354K 0.09% NEW $55.00 +5.0%
49 QQQ INVESCO QQQ TR Financial Services 552.0 $339K 0.09% NEW $614.31 +16.6%
50 AMZN AMAZON COM INC Consumer Cyclical 1,469.0 $339K 0.09% NEW $230.82 +2.1%
51 GOOGL ALPHABET INC Communication Services 987.0 $309K 0.08% NEW $312.94 +10.7%
52 WMT WALMART INC Consumer Defensive 2,745.0 $306K 0.08% NEW $111.39 +7.4%
53 BOC BOSTON OMAHA CORP Communication Services 24,215.0 $300K 0.08% NEW $12.37 +6.9%
54 PEP PEPSICO INC Consumer Defensive 2,000.0 $287K 0.07% NEW $143.53 -1.3%
55 XLF SELECT SECTOR SPDR TR 5,227.0 $286K 0.07% NEW $54.77 -1.7%
56 ROK ROCKWELL AUTOMATION INC Industrials 681.0 $265K 0.07% NEW $389.07 +17.9%
57 UNP UNION PAC CORP Industrials 1,093.0 $253K 0.07% NEW $231.42 +12.5%
58 ORCL ORACLE CORP Technology 1,277.0 $249K 0.06% NEW $194.91 -14.8%
59 DFAT DIMENSIONAL ETF TRUST 4,113.0 $245K 0.06% NEW $59.54 +14.9%
60 IEI ISHARES TR 2,042.0 $244K 0.06% NEW $119.35 -1.9%
Page 3 of 4  ·  66 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
Technology 39.5%
Financial Services 31.5%
Communication Services 8.4%
Industrials 6.8%
Energy 4.5%
Consumer Defensive 3.3%
Real Estate 2.1%
Healthcare 2.1%
Consumer Cyclical 1.9%