Tag Stone Capital, Inc. Portfolio Holdings
Tag Stone Capital, Inc.
- $192 Million
- Q3 2024
Tag Stone Capital, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 92 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 $20M, Vanguard Intermediate Term Cor with a value of $18.8M, Amazon Com Inc with a value of $11.9M, Berkshire Hathaway Inc Class B with a value of $10.2M, and Vanguard Sht Term Corp Bd ETF with a value of $10.1M.
Examining the 13F form we can see an increase of $19M in the current position value, from $173M to 192M.
Below you can find more details about Tag Stone Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $133 Million
Financial Services: $17.7 Million
Consumer Cyclical: $16.6 Million
Consumer Defensive: $7.07 Million
Healthcare: $5.48 Million
Industrials: $4.78 Million
Communication Services: $3.95 Million
Technology: $3.49 Million
Other: $0