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Portfolio (Quarterly) Guide ↗

Kingstone Capital Partners Texas, LLC

· CIK 0002057208
13F Portfolio $162M AUM 57 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 20 Added 15 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 45,606.0 $6.1M 3.73% -401.0 -0.9% $132.90 +35.7%
2 UNH UNITEDHEALTH GROUP INC Healthcare 14,783.0 $4.0M 2.46% -247.0 -1.6% $270.58 +43.6%
3 XLC SELECT SECTOR SPDR TR 32,128.0 $3.6M 2.19% -263.0 -0.8% $110.87 +4.1%
4 XLE SELECT SECTOR SPDR TR 53,108.0 $3.3M 2.00% -715.0 -1.3% $61.25 -2.9%
5 JPM JPMORGAN CHASE & CO Financial Services 9,534.0 $2.8M 1.73% -395.0 -4.0% $294.11 +4.2%
6 WMT WALMART INC Consumer Defensive 19,767.0 $2.5M 1.51% -318.0 -1.6% $124.30 -3.2%
7 BERKSHIRE HATHAWAY INC DEL 5,013.0 $2.4M 1.48% -27.0 -0.5% $479.15
8 IBIT ISHARES BITCOIN TRUST ETF Financial Services 61,977.0 $2.4M 1.47% -2K -2.5% $38.42 +11.8%
9 HD HOME DEPOT INC Consumer Cyclical 6,682.0 $2.2M 1.35% -129.0 -1.9% $328.94 -4.8%
10 LNG CHENIERE ENERGY INC Energy 7,530.0 $2.1M 1.32% -56.0 -0.7% $283.80 -15.1%
11 VENTURE GLOBAL INC 98,599.0 $1.6M 0.96% -4K -4.1% $15.76
12 XLY SELECT SECTOR SPDR TR 14,076.0 $1.5M 0.94% -88.0 -0.6% $108.98 +9.4%
13 PG PROCTER & GAMBLE CO Consumer Defensive 6,214.0 $897K 0.55% -127.0 -2.0% $144.35 +0.1%
14 QCOM QUALCOMM INC Technology 2,857.0 $368K 0.23% -406.0 -12.4% $128.81 +84.9%
15 FBT FIRST TR EXCHANGE-TRADED FD 1,520.0 $305K 0.19% -32.0 -2.1% $200.66 +6.1%

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 41.6%
Financial Services 25.1%
Communication Services 15.6%
Consumer Cyclical 8.0%
Healthcare 3.5%
Consumer Defensive 3.4%
Energy 1.9%
Real Estate 0.9%