TAGStone Capital, Inc.
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 268,486
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 116 | 268,486 | 13F-HR | TAGStone Capital, Inc. |
| Q3 2025 | 11/5/2025 | 117 | 252,405 | 13F-HR | TAGStone Capital, Inc. |
| Q2 2025 | 8/11/2025 | 113 | 242,372 | 13F-HR | TAGStone Capital, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.2 K | 79.0% | 14.45 K | 0 | 14.45 K |
| ETFs | 55.97 K | 20.8% | 1.628 K | 0 | 1.628 K |
| Other | 281 | 0.1% | 3 | 0 | 3 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
268,486
Holdings
116
QoQ value change ($000)
16,081
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.