Tag Stone Capital, Inc. Portfolio Holdings
Tag Stone Capital, Inc.
- $229 Million
- Q3 2025
Tag Stone Capital, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $23.1M, Vanguard Intermediate Term Cor with a value of $16M, Amazon Com Inc with a value of $14M, Spdr Portfolio with a value of $12.1M, and Berkshire Hathaway Inc Class B with a value of $11.3M.
Examining the 13F form we can see an increase of $9.89M in the current position value, from $219M to 229M.
Below you can find more details about Tag Stone Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$229 Million
ETFs: $157 Million
Financial Services: $20.3 Million
Consumer Cyclical: $20.2 Million
Technology: $10.4 Million
Consumer Defensive: $7.1 Million
Healthcare: $5 Million
Communication Services: $4.96 Million
Industrials: $4.57 Million
Other: $0