Institutional Fund
Tagstone Capital, Inc.
Charlotte, NCCIK 19030445 filings on record
Portfolio Value
$282.82M
Q1 2026
Holdings
137
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+5.3%
from $268.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.2%
- Vanguard Scottsdale Fds6.4%
- Amazon Com Inc4.9%
- Spdr Series Trust4.5%
- Vanguard Scottsdale Fds4.5%
- Dimensnl Ultrashrt Fixed4.1%
- Other67.4%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 35.6K | $23.27M | 8.2% | +988 | Added |
| 2 | Vanguard Scottsdale Fds | 217.8K | $18.02M | 6.4% | +6.2K | Added |
| 3 | Amazon Com Inc | 66.6K | $13.87M | 4.9% | +2.7K | Added |
| 4 | Spdr Series Trust | 129.7K | $12.70M | 4.5% | +5.9K | Added |
| 5 | Vanguard Scottsdale Fds | 159.7K | $12.66M | 4.5% | +2.5K | Added |
| 6 | Dimensnl Ultrashrt Fixed | 228.3K | $11.58M | 4.1% | −51.4K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 23.8K | $11.39M | 4.0% | +1.4K | Added |
| 8 | Vanguard Mun Bd Fds | 97.2K | $7.30M | 2.6% | −6.7K | Reduced |
| 9 | Dimensional ETF Trust | 104.1K | $6.50M | 2.3% | +1.2K | Added |
| 10 | Spdr Series Trust | 111.2K | $6.29M | 2.2% | −711 | Reduced |
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