Tag Stone Capital, Inc. Portfolio Holdings
Tag Stone Capital, Inc.
- $219 Million
- Q2 2025
Tag Stone Capital, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $219 Million distributed in 113 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 $21.4M, Vanguard Intermediate Term Cor with a value of $16.4M, Amazon Com Inc with a value of $14M, Spdr Portfolio with a value of $11.3M, and Berkshire Hathaway Inc Class B with a value of $10.9M.
Examining the 13F form we can see an increase of $22.7M in the current position value, from $197M to 219M.
Below you can find more details about Tag Stone Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$219 Million
ETFs: $151 Million
Financial Services: $19.8 Million
Consumer Cyclical: $19.2 Million
Technology: $8.87 Million
Consumer Defensive: $7.44 Million
Healthcare: $4.37 Million
Industrials: $4.25 Million
Communication Services: $3.85 Million
Other: $0