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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
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. Communication Services 6,750.0 $482K 0.26% $71.40 +14.5%
42 ANNALY CAPITAL MANAGEMENT IN 21,425.0 $479K 0.26% +4K +22.1% $22.36
43 VOO VANGUARD INDEX FDS 694.0 $477K 0.25% $687.10 +2.9%
44 DX DYNEX CAP INC Real Estate 36,154.0 $474K 0.25% +1K +3.9% $13.11 -1.5%
45 TSLA TESLA INC Consumer Cyclical 1,081.0 $455K 0.24% +35.0 +3.4% $420.60 -17.1%
46 AGNC AGNC INVT CORP Real Estate 40,810.0 $445K 0.24% +6K +17.6% $10.90 +0.0%
47 AMAT APPLIED MATLS INC Technology 597.0 $431K 0.23% $722.73 -36.1%
48 UBER UBER TECHNOLOGIES INC Technology 5,946.0 $429K 0.23% $72.16 +9.2%
49 PANW PALO ALTO NETWORKS INC Technology 1,157.0 $395K 0.21% NEW $341.02 +9.0%
50 FBT FIRST TR EXCHANGE-TRADED FD 1,520.0 $377K 0.20% $247.89 +7.7%
51 FDUS FIDUS INVT CORP Financial Services 16,741.0 $319K 0.17% +6K +54.2% $19.07 +3.3%
52 INTC INTEL CORP Technology 2,284.0 $319K 0.17% NEW $139.62 -35.9%
53 GAB GABELLI EQUITY TR INC Financial Services 53,922.0 $305K 0.16% +11K +25.2% $5.66 -0.0%
54 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 30,934.0 $300K 0.16% NEW $9.70 -2.6%
55 STWD STARWOOD PPTY TR INC Real Estate 18,075.0 $296K 0.16% +4K +25.1% $16.38 -3.5%
56 IWP ISHARES TR 1,691.0 $248K 0.13% $146.43 -3.8%
57 CSCO CISCO SYS INC Technology 2,040.0 $240K 0.13% NEW $117.48 -6.4%
58 EZU ISHARES INC 3,057.0 $212K 0.11% NEW $69.51 +1.9%
59 EFC ELLINGTON FINANCIAL INC Real Estate 15,082.0 $205K 0.11% NEW $13.61 -0.3%
60 SPYI NEOS ETF TRUST 3,809.0 $202K 0.11% NEW $53.09 +1.2%
Page 3 of 3  ·  60 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 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%