Portfolio (Quarterly)
Guide ↗
Kingstone Capital Partners Texas, LLC
· CIK 0002057208| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | Communication Services | 12,131 | $6.9M | 4.27% | SOLD |
| 2 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 21,818 | $373K | 0.23% | SOLD |
| 3 | SDIV | GLOBAL X FDS | — | 12,057 | $305K | 0.19% | SOLD |
| 4 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 28,578 | $215K | 0.13% | SOLD |
| 5 | — | ETF OPPORTUNITIES TRUST | — | 13,000 | $23K | 0.01% | SOLD |
| 6 | — | GABELLI EQUITY TR INC | — | 33,160 | — | — | SOLD |
Sector Allocation
Technology
49.8%
Financial Services
30.0%
Consumer Cyclical
8.8%
Healthcare
5.4%
Consumer Defensive
2.8%
Energy
1.5%
Real Estate
1.2%
Communication Services
0.4%