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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 $282,816,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,621 $23,268,064 8.23%
2.
Vanguard Scottsdale Funds
 217,792 $18,022,289 6.37%
3.
Amazon Com Inc
 AMZN 66,573 $13,865,126 4.9%
4.
Spdr Series Trust
 129,681 $12,697,079 4.49%
5.
Vanguard Scottsdale Funds
 159,669 $12,656,954 4.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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