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Home > Institutional Investor > Tagstone Capital, Inc. > Profile

Instuitional Investor - Tagstone Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Tagstone Capital, Inc.
Portfolio Value $203,287,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,472 $19,370 9.53%
2.
Vanguard Scottsdale Funds
 207,624 $16,975 8.35%
3.
Berkshire Hathaway Inc
 BRK.A 22,545 $12,007 5.91%
4.
Amazon Com Inc
 AMZN 62,066 $11,809 5.81%
5.
Vanguard Scottsdale Funds
 131,271 $10,363 5.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)