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Portfolio (Quarterly) Guide ↗

Bannerstone Capital Management, LLC

· CIK 0002083499
13F Portfolio $119M AUM 113 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 36 New 30 Added 38 Reduced 23 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JXN JACKSON FINANCIAL INC Financial Services 6,026.0 $617K 0.52% +342.0 +6.0% $102.39 +30.8%
22 ABBV ABBVIE INC Healthcare 2,046.0 $515K 0.43% +42.0 +2.1% $251.60 +3.0%
23 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,518.0 $502K 0.42% +71.0 +4.9% $330.42 -0.7%
24 DFAU DIMENSIONAL ETF TRUST 8,198.0 $424K 0.36% +719.0 +9.6% $51.69 +3.0%
25 RTX RTX CORPORATION Industrials 2,211.0 $420K 0.35% +50.0 +2.3% $189.74 +11.5%
26 VB VANGUARD INDEX FDS 1,160.0 $352K 0.29% +9.0 +0.8% $303.16 +0.4%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 1,238.0 $348K 0.29% +107.0 +9.5% $281.11 -15.1%
28 VTI VANGUARD INDEX FDS 741.0 $274K 0.23% +15.0 +2.1% $370.27 +2.6%
29 DFAI DIMENSIONAL ETF TRUST 6,594.0 $272K 0.23% +1K +21.2% $41.25 +4.8%
30 DGRO ISHARES TR 3,150.0 $239K 0.20% +137.0 +4.5% $75.80 +4.8%
Page 2 of 2  ·  30 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 40.2%
Financial Services 24.8%
Industrials 21.4%
Healthcare 4.5%
Consumer Cyclical 3.5%
Consumer Defensive 2.2%
Utilities 1.2%
Communication Services 1.0%
Energy 1.0%
Real Estate 0.2%