Tagstone-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "KTB",
  "VONG",
  "GOOGL",
  "AXP",
  "MODG",
  "ESAB",
  "KMX",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "KKR",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "IYR",
  "AAPL",
  "NVDA",
  "AMGN",
  "IEFA",
  null,
  "RTX",
  null,
  "SPYG",
  "IBM",
  "TJX",
  "BIV",
  "VOE",
  "SCHW",
  null,
  "VSS",
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "ULTA",
  "SKX",
  "BN.TO",
  null,
  "EL",
  "IWP",
  "IWR",
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "VTWO",
  "VBK",
  "VTEB",
  "VUSB",
  "VTV",
  "V",
  null,
  null,
  null,
  "MKL",
  null,
  null,
  "IXUS",
  "SPYV",
  null,
  "BAC",
  "BRK-B",
  "COST",
  null,
  null,
  null,
  "IJT",
  "IJJ",
  "QQQ",
  "IWM",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 97
Total Value: 203287
Accession Number: 0001903044-25-000002
Form Type: 13F-HR
CIK: tagstone-capital
Manager Name: Tagstone-Capital

Data Enrichment

64% identified

62 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $203.3K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMERICAN EXPRESS CO

AXP|025816109

Shares:9.7K

Value:$2.6M

% of Portfolio:1284.4% ($2.6M/$203.3K)

25434V591

Shares:51.5K

Value:$2.6M

% of Portfolio:1284.4% ($2.6M/$203.3K)

921935870

Shares:25.6K

Value:$2.6M

% of Portfolio:1264.7% ($2.6M/$203.3K)

Alphabet Inc.

GOOGL|02079K305

Shares:16.1K

Value:$2.5M

% of Portfolio:1228.3% ($2.5M/$203.3K)

464288638

Shares:46.0K

Value:$2.4M

% of Portfolio:1189.5% ($2.4M/$203.3K)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:19.3K

Value:$2.3M

% of Portfolio:1153.5% ($2.3M/$203.3K)

25434V724

Shares:50.6K

Value:$2.1M

% of Portfolio:1026.1% ($2.1M/$203.3K)

46431W838

Shares:40.0K

Value:$2.0M

% of Portfolio:989.7% ($2.0M/$203.3K)

NVIDIA CORP

NVDA|67066G104

Shares:16.9K

Value:$1.8M

% of Portfolio:902.2% ($1.8M/$203.3K)

46434V878

Shares:34.3K

Value:$1.7M

% of Portfolio:855.9% ($1.7M/$203.3K)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:5.9K

Value:$1.7M

% of Portfolio:818.1% ($1.7M/$203.3K)

78464A201

Shares:19.0K

Value:$1.6M

% of Portfolio:776.2% ($1.6M/$203.3K)

78463X509

Shares:36.6K

Value:$1.4M

% of Portfolio:707.9% ($1.4M/$203.3K)

464288646

Shares:26.6K

Value:$1.4M

% of Portfolio:685.7% ($1.4M/$203.3K)

464287606

IJK|464287606

Shares:16.3K

Value:$1.4M

% of Portfolio:668.5% ($1.4M/$203.3K)

46429B747

Shares:12.4K

Value:$1.3M

% of Portfolio:629.7% ($1.3M/$203.3K)

464287739

IYR|464287739

Shares:13.3K

Value:$1.3M

% of Portfolio:628.7% ($1.3M/$203.3K)

AMGEN INC

AMGN|031162100

Shares:3.7K

Value:$1.2M

% of Portfolio:573.1% ($1.2M/$203.3K)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:8.5K

Value:$1.1M

% of Portfolio:552.9% ($1.1M/$203.3K)

Apple Inc.

AAPL|037833100

Shares:5.0K

Value:$1.1M

% of Portfolio:550.5% ($1.1M/$203.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN EXPRESS CO(AXPcusip025816109)	9.7K	QoQ +2.53% (-240) YoY +5.28% (+487)	All Managers (Combined)	$2.6M	1284.4% ($2.6M/$203.3K)	QoQ -7.04% (-$0) YoY +24.39% (+$1)
(cusip25434V591)✕	51.5K	QoQ NEW(+51.5K) YoY NEW(+51.5K)	All Managers (Combined)	$2.6M	1284.4% ($2.6M/$203.3K)	QoQ NEW(+$3) YoY NEW(+$3)
(cusip921935870)✕	25.6K	QoQ NEW(+25.6K) YoY NEW(+25.6K)	All Managers (Combined)	$2.6M	1264.7% ($2.6M/$203.3K)	QoQ NEW(+$3) YoY NEW(+$3)
Alphabet Inc.(GOOGLcusip02079K305)	16.1K	QoQ -20.74% (-4.2K) YoY -19.39% (-3.9K)	All Managers (Combined)	$2.5M	1228.3% ($2.5M/$203.3K)	QoQ -35.26% (-$1) YoY -17.42% (-$1)
(cusip464288638)✕	46.0K	QoQ +30.65% (+10.8K) YoY +30.78% (+10.8K)	All Managers (Combined)	$2.4M	1189.5% ($2.4M/$203.3K)	QoQ +33.22% (+$1) YoY +33.14% (+$1)
TJX COMPANIES INC /DE/(TJXcusip872540109)	19.3K	QoQ +0.09% (+19) YoY +1.06% (+203)	All Managers (Combined)	$2.3M	1153.5% ($2.3M/$203.3K)	QoQ +0.90% (+$0) YoY +21.37% (+$0)
(cusip25434V724)✕	50.6K	QoQ +1.38% (+690) YoY +9.48% (+4.4K)	All Managers (Combined)	$2.1M	1026.1% ($2.1M/$203.3K)	QoQ +2.10% (+$0) YoY +10.31% (+$0)
(cusip46431W838)✕	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$2.0M	989.7% ($2.0M/$203.3K)	QoQ NEW(+$2) YoY NEW(+$2)
NVIDIA CORP(NVDAcusip67066G104)	16.9K	QoQ -2.52% (-438) YoY +1616.12% (+15.9K)	All Managers (Combined)	$1.8M	902.2% ($1.8M/$203.3K)	QoQ -21.32% (-$0) YoY +105.83% (+$1)
(cusip46434V878)✕	34.3K	QoQ -27.01% (-12.7K) YoY +70.70% (+14.2K)	All Managers (Combined)	$1.7M	855.9% ($1.7M/$203.3K)	QoQ -26.61% (-$1) YoY +71.09% (+$1)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	5.9K	QoQ +0.03% (+2) YoY +0.17% (+10)	All Managers (Combined)	$1.7M	818.1% ($1.7M/$203.3K)	QoQ +18.19% (+$0) YoY +37.09% (+$0)
(cusip78464A201)✕	19.0K	QoQ +0.96% (-182) YoY +36.85% (+5.1K)	All Managers (Combined)	$1.6M	776.2% ($1.6M/$203.3K)	QoQ -7.28% (-$0) YoY +30.19% (+$0)
(cusip78463X509)✕	36.6K	QoQ -0.40% (-147) YoY -6.83% (-2.7K)	All Managers (Combined)	$1.4M	707.9% ($1.4M/$203.3K)	QoQ +2.20% (-$0) YoY +1.33% (-$0)
(cusip464288646)✕	26.6K	QoQ +448.96% (+21.8K) YoY NEW(+26.6K)	All Managers (Combined)	$1.4M	685.7% ($1.4M/$203.3K)	QoQ +455.37% (+$1) YoY NEW(+$1)
(IJKcusip464287606)	16.3K	QoQ +0.96% (-156) YoY +3.76% (-592)	All Managers (Combined)	$1.4M	668.5% ($1.4M/$203.3K)	QoQ -7.55% (-$0) YoY -5.29% (-$0)
(cusip46429B747)✕	12.4K	QoQ +4.07% (+484) YoY NEW(+12.4K)	All Managers (Combined)	$1.3M	629.7% ($1.3M/$203.3K)	QoQ +7.02% (+$0) YoY NEW(+$1)
(IYRcusip464287739)	13.3K	QoQ -9.33% (-1.4K) YoY -12.66% (-1.9K)	All Managers (Combined)	$1.3M	628.7% ($1.3M/$203.3K)	QoQ -6.71% (-$0) YoY -6.98% (-$0)
AMGEN INC(AMGNcusip031162100)	3.7K	QoQ +0.72% (+27) YoY +3.34% (+121)	All Managers (Combined)	$1.2M	573.1% ($1.2M/$203.3K)	QoQ +20.47% (+$0) YoY +13.32% (+$0)
Alibaba Group Holding Ltd(BABAcusip01609W102)	8.5K	QoQ 0.00% (+0) YoY NEW(+8.5K)	All Managers (Combined)	$1.1M	552.9% ($1.1M/$203.3K)	QoQ +55.89% (+$0) YoY NEW(+$1)
Apple Inc.(AAPLcusip037833100)	5.0K	QoQ -0.45% (-23) YoY +124.75% (+2.8K)	All Managers (Combined)	$1.1M	550.5% ($1.1M/$203.3K)	QoQ -11.75% (-$0) YoY +191.40% (+$1)