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Portfolio (Quarterly) Guide ↗

Kingstone Capital Partners Texas, LLC

· CIK 0002057208
13F Portfolio $171M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 1,046.0 $470K 0.27% NEW $449.33 -5.2%
42 COST COSTCO WHSL CORP NEW Consumer Defensive 532.0 $459K 0.27% NEW $862.78 +19.2%
43 VOO VANGUARD INDEX FDS 690.0 $433K 0.25% NEW $627.54 +9.2%
44 DX DYNEX CAP INC Real Estate 30,105.0 $422K 0.25% NEW $14.02 -9.3%
45 AGNC AGNC INVT CORP Real Estate 34,691.0 $372K 0.22% NEW $10.72 -4.8%
46 ANNALY CAPITAL MANAGEMENT IN 15,600.0 $349K 0.20% NEW $22.37
47 FBT FIRST TR EXCHANGE-TRADED FD 1,552.0 $321K 0.19% NEW $206.83 +3.0%
48 FBRT FRANKLIN BSP RLTY TR INC Real Estate 29,866.0 $300K 0.17% NEW $10.04 -15.7%
49 SDIV GLOBAL X FDS 11,828.0 $284K 0.17% NEW $24.01 +4.7%
50 BFST BUSINESS FIRST BANCSHARES IN Financial Services 10,071.0 $263K 0.15% NEW $26.11 +6.6%
51 EFC ELLINGTON FINANCIAL INC Real Estate 18,737.0 $254K 0.15% NEW $13.56 -0.5%
52 BBDC BARINGS BDC INC Financial Services 25,120.0 $231K 0.14% NEW $9.20 -7.5%
53 IWP ISHARES TR 1,689.0 $231K 0.14% NEW $136.77 +2.0%
54 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 25,997.0 $211K 0.12% NEW $8.12 -3.5%
55 PANW PALO ALTO NETWORKS INC Technology 1,116.0 $206K 0.12% NEW $184.59 +41.2%
56 GAB GABELLI EQUITY TR INC Financial Services 33,151.0 $205K 0.12% NEW $6.18 -10.1%
57 STWD STARWOOD PPTY TR INC Real Estate 11,330.0 $204K 0.12% NEW $18.01 -4.0%
58 FDUS FIDUS INVT CORP Financial Services 10,399.0 $201K 0.12% NEW $19.33 -3.6%
Page 3 of 3  ·  58 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 41.8%
Financial Services 25.7%
Communication Services 15.5%
Consumer Cyclical 7.9%
Healthcare 3.9%
Consumer Defensive 2.8%
Real Estate 1.2%
Energy 1.2%