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Portfolio (Quarterly) Guide ↗

Kingstone Capital Partners Texas, LLC

· CIK 0002057208
13F Portfolio $188M AUM 60 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 21 Added 18 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 135,456.0 $27.1M 14.43% -2K -1.6% $200.09 +8.7%
2 AAPL APPLE INC Technology 29,688.0 $8.6M 4.58% -486.0 -1.6% $289.36 +10.5%
3 XLK SELECT SECTOR SPDR TR 44,095.0 $8.4M 4.47% -2K -3.3% $190.52 -2.5%
4 AMD ADVANCED MICRO DEVICES INC Technology 8,024.0 $4.7M 2.48% -2K -16.1% $580.91 -19.9%
5 QQQ INVESCO QQQ TR Financial Services 5,624.0 $4.1M 2.21% -40.0 -0.7% $736.38 -2.7%
6 XLC SELECT SECTOR SPDR TR 31,036.0 $3.3M 1.77% -1K -3.4% $107.13 +5.5%
7 JPM JPMORGAN CHASE & CO Financial Services 9,173.0 $3.0M 1.60% -361.0 -3.8% $327.35 +9.2%
8 XLE SELECT SECTOR SPDR TR 52,095.0 $2.8M 1.47% -1K -1.9% $53.11 +18.0%
9 BERKSHIRE HATHAWAY INC DEL 4,729.0 $2.4M 1.26% -284.0 -5.7% $500.39
10 WMT WALMART INC Consumer Defensive 18,620.0 $2.1M 1.12% -1K -5.8% $113.26 -9.0%
11 IBIT ISHARES BITCOIN TRUST ETF Financial Services 61,454.0 $2.0M 1.09% -523.0 -0.8% $33.29 +31.9%
12 HD HOME DEPOT INC Consumer Cyclical 5,713.0 $2.0M 1.07% -969.0 -14.5% $352.71 -6.4%
13 XLV SELECT SECTOR SPDR TR 12,115.0 $1.9M 1.02% -368.0 -3.0% $158.66 +7.9%
14 LNG CHENIERE ENERGY INC Energy 7,270.0 $1.7M 0.93% -260.0 -3.5% $239.01 +18.1%
15 XLF SELECT SECTOR SPDR TR 30,913.0 $1.7M 0.88% -2K -6.0% $53.61 +8.4%
16 XLY SELECT SECTOR SPDR TR 13,230.0 $1.6M 0.83% -846.0 -6.0% $117.28 -0.1%
17 COF CAPITAL ONE FINL CORP Financial Services 7,575.0 $1.5M 0.81% -452.0 -5.6% $200.61 +7.5%
18 PG PROCTER & GAMBLE CO Consumer Defensive 4,356.0 $639K 0.34% -2K -29.9% $146.65 -2.0%

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 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%