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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 $252,405,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,552 $23,125,689 9.16%
2.
Vanguard Scottsdale Funds
 190,357 $16,010,969 6.34%
3.
Amazon Com Inc
 AMZN 63,764 $14,000,627 5.55%
4.
Spdr Series Trust
 115,548 $12,075,948 4.78%
5.
Berkshire Hathaway Inc
 BRK.A 22,534 $11,328,621 4.49%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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