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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 $152,975,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,326 $16,395 10.71%
2.
Vanguard Scottsdale Funds
 173,055 $14,066 9.19%
3.
Amazon Com Inc
 AMZN 63,749 $9,686 6.33%
4.
Berkshire Hathaway Inc
 BRK.A 22,065 $7,870 5.14%
5.
Spdr Series Trust
 103,192 $6,714 4.38%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)