Tag Stone Capital, Inc. Portfolio Holdings
Tag Stone Capital, Inc.
- $197 Million
- Q1 2025
Tag Stone Capital, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Million distributed in 97 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 $19.4M, Vanguard Intermediate Term Cor with a value of $17M, Berkshire Hathaway Inc Class B with a value of $12M, Amazon Com Inc with a value of $11.8M, and Vanguard Sht Term Corp Bd ETF with a value of $10.4M.
Examining the 13F form we can see an decrease of $2.69M in the current position value, from $199M to 197M.
Below you can find more details about Tag Stone Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $137 Million
Financial Services: $19.7 Million
Consumer Cyclical: $16.9 Million
Consumer Defensive: $6.86 Million
Healthcare: $4.51 Million
Industrials: $4.28 Million
Technology: $4.05 Million
Communication Services: $3.2 Million
Other: $0