TAGStone Capital, Inc.
•CIK: 1903044•Filing: Q4 2025
**TAGStone Capital, Inc.** manages $268M across a diversified portfolio of 116 positions. The fund exhibits a notable tilt toward core market exposure, evidenced by top holdings including IVV ($23.7M) and VCIT ($17.7M). Significant allocations are also directed toward growth and sector-specific plays, with AMZN ($14.7M) and DUSB ($14.2M) anchoring the top quartile. This structure suggests a disciplined, large-cap focused approach balancing broad market beta with targeted thematic bets.
Total AUM
$268.5M
QoQ Performance
+6.4%
Positions
60
Top 10 Concentration
47.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VCIT
AMZN
DUSB
IVV8.8%
VCIT6.6%
AMZN5.5%
DUSB5.3%
SPYG4.9%
VCSH4.7%
BRK/B4.2%
VCRM2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
ETF8.8%
Consumer7.6%
Financial6.9%
Technology5.9%
Healthcare2.2%
Industrial1.5%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑81 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023