StockDriftsStockDriftsTop 50 Tagstone Capital INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.48% | 35.6K | $26.7M | +0.01%(+3) | $460.16(+69.27%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.99% | 228.2K | $18.9M | +4.76%(+10.37K) | $79.01(+2.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.06% | 66.8K | $15.9M | +0.37%(+248) | $166.80(+57.40%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.98% | 131.6K | $15.7M | +1.47%(+1.90K) | $73.24(+67.78%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.32% | 172.1K | $13.6M | +7.81%(+12.47K) | $77.73(+1.16%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.79% | 23.8K | $11.9M | +0.27%(+64) | $303.50(+65.19%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 3.38% | 209.2K | $10.6M | -8.33%(-19.01K) | $50.72(+0.26%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.5% | 22.0K | $7.9M | +7.45%(+1.52K) | $173.98(+98.14%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.42% | 108.9K | $7.6M | +4.56%(+4.75K) | $49.54(+46.03%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 2.32% | 95.7K | $7.3M | -1.54%(-1.50K) | $74.21(+1.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.86% | — | — | +25.92% |
| Top 20 Holdings Unweighted | +13.58% | +46.54% | — | — | +28.15% |
Tagstone Capital INC reports $314.61M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.5%), VCIT (6.0%) and AMZN (5.1%). The top 20 holdings account for 61.12% of reported assets. Its disclosed equity book has returned +43.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tagstone Capital INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903044). View Tagstone Capital INC’s 13F filings on SEC