Tassel Capital Management, Inc.

All 13F Filings

Location
Matthews, NC
Most recent 13F
Q2 2026
Holdings value ($000)
213,664
Description
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Website
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Founded
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Chairman
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CEO
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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 8/7/2026 45 213,664 13F-HR Tassel Capital Management, Inc.
Q1 2026 4/21/2026 37 184,090 13F-HR Tassel Capital Management, Inc.
Q4 2025 2/13/2026 34 165,236 13F-HR Tassel Capital Management, Inc.
Q3 2025 10/28/2025 37 156,227 13F-HR Tassel Capital Management, Inc.
Q2 2025 7/16/2025 34 130,212 13F-HR Tassel Capital Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 268 0.1% 268 0 268
ETFs 200 K 93.6% 28.69 K 0 28.69 K
Debt 13.43 K 6.3% 623 0 623
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
213,664
Holdings
45
QoQ value change ($000)
29,574 (16.1%)
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.