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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
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 19,767.0 $2.5M 1.51% -318.0 -1.6% $124.30 -3.2%
22 BERKSHIRE HATHAWAY INC DEL 5,013.0 $2.4M 1.48% -27.0 -0.5% $479.15
23 IBIT ISHARES BITCOIN TRUST ETF Financial Services 61,977.0 $2.4M 1.47% -2K -2.5% $38.42 +11.8%
24 HD HOME DEPOT INC Consumer Cyclical 6,682.0 $2.2M 1.35% -129.0 -1.9% $328.94 -4.8%
25 LNG CHENIERE ENERGY INC Energy 7,530.0 $2.1M 1.32% -56.0 -0.7% $283.80 -15.1%
26 AMD ADVANCED MICRO DEVICES INC Technology 9,565.0 $1.9M 1.20% $203.45 +129.8%
27 XLV SELECT SECTOR SPDR TR 12,483.0 $1.8M 1.13% $146.60 +2.2%
28 XLF SELECT SECTOR SPDR TR 32,894.0 $1.6M 1.00% $49.37 +5.2%
29 VENTURE GLOBAL INC 98,599.0 $1.6M 0.96% -4K -4.1% $15.76
30 XLY SELECT SECTOR SPDR TR 14,076.0 $1.5M 0.94% -88.0 -0.6% $108.98 +9.4%
31 COF CAPITAL ONE FINL CORP Financial Services 8,027.0 $1.5M 0.90% $182.38 +3.0%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,009.0 $1.3M 0.80% +30.0 +1.5% $650.07 +14.7%
33 SPLV INVESCO EXCH TRADED FD TR II 17,803.0 $1.3M 0.80% +94.0 +0.5% $73.13 +1.3%
34 PG PROCTER & GAMBLE CO Consumer Defensive 6,214.0 $897K 0.55% -127.0 -2.0% $144.35 +0.1%
35 IWF ISHARES TR 1,727.0 $737K 0.45% $426.75 -70.7%
36 NFLX NETFLIX INC. Communication Services 6,750.0 $649K 0.40% $96.15 -7.9%
37 BAC BANK AMERICA CORP Financial Services 12,212.0 $595K 0.37% +178.0 +1.5% $48.72 +6.3%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 533.0 $531K 0.33% $996.25 +3.2%
39 VTI VANGUARD INDEX FDS 1,629.0 $523K 0.32% $321.06 +14.2%
40 DX DYNEX CAP INC Real Estate 34,794.0 $444K 0.27% +5K +15.6% $12.76 -0.3%
Page 2 of 3  ·  57 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 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%