Kingstone Capital Partners Texas, LLC

Q1 2026 13F-HR Holdings

Location
Frisco, TX
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$162,415
Net value change ($000)
-9,012 (-5.3%)
New positions
3
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 1,858 25.0%
VG 853 121.7%
XLE 847 35.2%
JEPI 721 19.9%
JEPQ 673 17.4%
LNG 662 44.9%
EVT 603 7.7%
ETV 562 15.4%
PDI 373 NEW
WMT 219 9.8%
Top Reduces (Value $000, Stocks/ETFs)
HOOD -2,474 -37.5%
MSFT -1,866 -22.5%
NVDA -1,703 -6.6%
PLTR -1,274 -16.8%
META -1,030 -12.9%
UNH -962 -19.4%
GOOGL -918 -8.2%
IBIT -775 -24.6%
AMZN -622 -8.7%
XLK -563 -8.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type