TAGStone Capital, Inc. - Portfolio overview

TAGStone Capital, Inc. has 144 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.18%
2. VCIT - VANGUARD SCOTTSDALE FDS, 6.34%
3. AMZN - AMAZON COM INC, 4.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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