TAGStone Capital, Inc.
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 314,606
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 139 | 314,606 | 13F-HR | TAGStone Capital, Inc. |
| Q1 2026 | 5/11/2026 | 137 | 282,816 | 13F-HR | TAGStone Capital, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.92 K | 31.4% | 9.609 K | 0 | 9.609 K |
| ETFs | 215.7 K | 68.6% | 22.19 K | 0 | 22.19 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
314,606
Holdings
139
QoQ value change ($000)
31,790
(11.2%)
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.