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Portfolio (Quarterly) Guide ↗

Flagstone Financial Management

· CIK 0001968890
13F Portfolio $447M AUM 77 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 17 Reduced
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFSE DIMENSIONAL ETF TRUST 11,545.0 $564K 0.13% -167.0 -1.4% $48.88 +0.2%
42 MKL MARKEL GROUP INC Financial Services 282.0 $551K 0.12% +28.0 +11.0% $1953.01 -7.4%
43 IWM ISHARES TR 1,758.0 $528K 0.12% $300.45 -0.4%
44 JNJ JOHNSON & JOHNSON Healthcare 1,906.0 $484K 0.11% -30.0 -1.6% $253.96 +7.6%
45 ORCL ORACLE CORP Technology 3,278.0 $480K 0.11% $146.57 -1.3%
46 DFAR DIMENSIONAL ETF TRUST 18,004.0 $471K 0.10% -3K -14.9% $26.16 +2.0%
47 PEP PEPSICO INC Consumer Defensive 3,400.0 $460K 0.10% $135.40 +5.1%
48 CSCO CISCO SYS INC Technology 3,551.0 $417K 0.09% $117.46 -5.4%
49 QQQ INVESCO QQQ TR Financial Services 524.0 $386K 0.09% -12.0 -2.2% $736.40 -3.5%
50 SPIB SPDR SERIES TRUST 11,531.0 $386K 0.09% $33.46 -0.7%
51 DFIV DIMENSIONAL ETF TRUST 6,939.0 $375K 0.08% -381.0 -5.2% $54.02 +8.1%
52 VEA VANGUARD TAX-MANAGED FDS 5,205.0 $371K 0.08% -1K -21.0% $71.25 +3.6%
53 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 5,677.0 $366K 0.08% $64.45 +1.4%
54 AMAT APPLIED MATLS INC Technology 499.0 $361K 0.08% NEW $723.00 -33.6%
55 GOOGL ALPHABET INC Communication Services 987.0 $353K 0.08% $357.43 -2.9%
56 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 365.0 $352K 0.08% NEW $965.00 -14.9%
57 BOC BOSTON OMAHA CORP Communication Services 24,775.0 $338K 0.08% +560.0 +2.3% $13.64 +3.1%
58 ROK ROCKWELL AUTOMATION INC Industrials 681.0 $337K 0.07% $495.08 -13.3%
59 WMT WALMART INC Consumer Defensive 2,745.0 $311K 0.07% $113.24 -6.9%
60 UNP UNION PAC CORP Industrials 1,093.0 $297K 0.07% $272.12 +13.8%
Page 3 of 4  ·  77 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 36.9%
Financial Services 31.0%
Industrials 8.1%
Energy 5.3%
Consumer Defensive 4.6%
Communication Services 4.4%
Healthcare 3.2%
Consumer Cyclical 2.8%
Utilities 1.9%
Real Estate 1.7%