Kingstone Capital Partners Texas, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KC Kingstone Capital Partners Texas, LLC | Institutional Filer | ▼ 5.26% | $162.4M | 57 |
Current Portfolio Holdings
Showing all 57 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 138K | $24.0M | 14.79% |
| 2 | GOOG | Alphabet Inc. | Technology | 36K | $10.2M | 6.29% |
| 3 | SGOV | ISHARES TR | — | 92K | $9.3M | 5.71% |
| 4 | EVT | EATON VANCE TAX ADVT DIV INC | — | 342K | $8.4M | 5.16% |
| 5 | AAPL | Apple Inc. | Technology | 30K | $7.7M | 4.72% |
| 6 | META | Meta Platforms, Inc. | Technology | 12K | $6.9M | 4.27% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 31K | $6.6M | 4.04% |
| 8 | MSFT | Microsoft Corporation | Technology | 17K | $6.4M | 3.97% |
| 9 | PLTR | Palantir Technologies Inc. | Technology | 43K | $6.3M | 3.89% |
| 10 | XLK | Technology Select Sector SPDR Fund | — | 46K | $6.1M | 3.73% |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 82K | $4.5M | 2.80% |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 77K | $4.3M | 2.67% |
| 13 | ETV | EATON VANCE TAX-MANAGED BUY- | — | 308K | $4.2M | 2.59% |
| 14 | HOOD | Robinhood Markets, Inc. | Financial Services | 60K | $4.1M | 2.54% |
| 15 | UNH | UnitedHealth Group Incorporated | Healthcare | 15K | $4.0M | 2.46% |
Showing 1 to 15 of 57 holdings