Touchstone Capital, Inc.
Filing Date
Global Rank
#6,024
/ 8,095
▲ 1075
· as of Sep 2025
Top Industry
Semiconductors
14.1%
3Y Alpha vs SPY
-10.5%
Period ended 11 months ago
Filed Oct 27, 2025 · 10mo
17 quarters · since Dec 2020
Clone Performance
Sep 2023–Apr 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+21.1%
SPY
+54.2%
Annualised alpha
-10.5%
Max drawdown
−26.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 7 quarters.Touchstone Capital, Inc. has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
46 tracked positions · as of Sep 30, 2025 · Δ vs Sep 30, 2024Top Position
15.5%
+5.2 pts
Top 5
45.9%
+2.0 pts
Top 10
71.6%
−6.5 pts
HHI
658
Diversified−38
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.5% | $66,137,416 |
| Technology | 23.1% | $43,046,683 |
| Consumer Cyclical | 10.8% | $20,067,278 |
| Financial Services | 7.6% | $14,168,178 |
| Communication Services | 7.2% | $13,446,675 |
| Healthcare | 6.7% | $12,553,856 |
| Consumer Defensive | 6.1% | $11,403,518 |
| Energy | 1.3% | $2,429,676 |
| Industrials | 1.3% | $2,334,699 |
| Basic Materials | 0.5% | $886,790 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +691,774 | 694,095 | $28,917,806 | |
| GNTX | Gentex Corp | +200,510 | 330,412 | $9,350,659 | |
| — | +82,936 | 362,399 | $0 | ||
| MNST | Monster Beverage Corp | +68,703 | 143,358 | $9,649,426 | |
| AAPL | Apple Inc. | +44,700 | 46,000 | $11,712,980 | |
| AMZN | Amazon Com Inc | +28,323 | 29,723 | $6,526,279 | |
| XOM | ExxonMobil Holdings Corp | +11,221 | 15,020 | $1,693,505 | |
| BRK-B | Berkshire Hathaway Inc | +5,224 | 5,735 | $2,883,213 | |
| HON | Honeywell International Inc | +999 | 4,644 | $977,561 | |
| COP | Conocophillips | +730 | 3,130 | $296,066 | |
| PPG | Ppg Industries Inc | +105 | 5,256 | $552,458 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IDCC | InterDigital, Inc. | −26,778 | 2,438 | $841,670 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 234,679 | $16,197,544 | |
| AFK | VanEck Africa Index ETF | 1,037,143 | $15,494,916 | |
| NVDA | Nvidia Corp | 67,942 | $12,676,618 | |
| MSFT | Microsoft Corp | 23,915 | $12,386,774 | |
| VEEV | Veeva Systems Inc | 30,964 | $9,224,485 | |
| GOOGL | Alphabet Inc. | 32,441 | $7,886,407 | |
| MORN | Morningstar, Inc. | 26,228 | $6,085,158 | |
| META | Meta Platforms, Inc. | 5,978 | $4,390,123 | |
| AVGO | Broadcom Inc. | 13,022 | $4,296,088 | |
| TSLA | Tesla, Inc. | 7,592 | $3,376,314 | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 53,018 | $2,610,222 | |
| JPM | Jpmorgan Chase & Co | 7,991 | $2,520,601 | |
| LLY | ELI LILLY & Co | 2,142 | $1,634,346 | |
| V | Visa Inc. | 4,269 | $1,457,351 | |
| SPY | Spdr S&P 500 ETF Trust | 2,104 | $1,401,642 | |
| NFLX | Netflix Inc | 976 | $1,170,145 | |
| ORCL | Oracle Corp | 4,027 | $1,132,553 | |
| JNJ | Johnson & Johnson | 5,838 | $1,082,481 | |
| WMT | Walmart Inc. | 9,323 | $960,828 | |
| MA | Mastercard Inc | 1,680 | $955,600 | |
| EQTY | Kovitz Core Equity ETF | 37,259 | $948,986 | |
| HD | Home Depot, Inc. | 2,009 | $814,026 | |
| COST | Costco Wholesale Corp /New | 857 | $793,264 | |
| NSC | Norfolk Southern Corp | 2,180 | $654,893 | |
| CAT | Caterpillar Inc | 1,038 | $495,281 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SWKS | Skyworks Solutions, Inc. | 59,149 | $5,842,146 | |
| SNA | Snap-on Inc | 19,482 | $5,644,130 | |
| ALB | Albemarle Corp | 55,111 | $5,219,562 | |
| LULU | lululemon athletica inc. | 15,052 | $4,084,360 | |
| NUE | Nucor Corp | 26,697 | $4,013,626 | |
| TROW | Price T Rowe Group Inc | 35,606 | $3,878,561 | |
| FFIV | F5, Inc. | 17,169 | $3,780,613 | |
| CODA | Coda Octopus Group, Inc. | 436,942 | $3,167,829 | |
| COIN | Coinbase Global, Inc. | 11,697 | $2,084,054 | |
| EW | Edwards Lifesciences Corp | 30,673 | $2,024,111 | |
| RGR | Sturm Ruger & Co Inc | 86,174 | $1,343,307 | |
| APO | Apollo Global Management, Inc. | 2,478 | $309,526 | |
| No positions match the current search. | ||||
46 tracked positions ·
$186,474,769 total
· filing declares
49 positions · $195,046,497
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 694,095 | $28,917,806 | 15.51% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
NEW | 234,679 | $16,197,544 | 8.69% | |
| AFK |
VanEck Africa Index ETF
|
NEW | 1,037,143 | $15,494,916 | 8.31% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 67,942 | $12,676,618 | 6.80% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 23,915 | $12,386,774 | 6.64% | |
| AAPL |
Apple Inc.
Technology
|
Added | 46,000 | $11,712,980 | 6.28% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 143,358 | $9,649,426 | 5.17% | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
Added | 330,412 | $9,350,659 | 5.01% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
NEW | 30,964 | $9,224,485 | 4.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 32,441 | $7,886,407 | 4.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 29,723 | $6,526,279 | 3.50% | |
| MORN |
Morningstar, Inc.
Financial Services
|
NEW | 26,228 | $6,085,158 | 3.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 5,978 | $4,390,123 | 2.35% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 13,022 | $4,296,088 | 2.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 7,592 | $3,376,314 | 1.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,735 | $2,883,213 | 1.55% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
NEW | 53,018 | $2,610,222 | 1.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 7,991 | $2,520,601 | 1.35% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,020 | $1,693,505 | 0.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 2,142 | $1,634,346 | 0.88% | |
| V |
Visa Inc.
Financial Services
|
NEW | 4,269 | $1,457,351 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 2,104 | $1,401,642 | 0.75% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 976 | $1,170,145 | 0.63% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 4,027 | $1,132,553 | 0.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 5,838 | $1,082,481 | 0.58% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 4,644 | $977,561 | 0.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 9,323 | $960,828 | 0.52% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 1,680 | $955,600 | 0.51% | |
| EQTY |
Kovitz Core Equity ETF
|
NEW | 37,259 | $948,986 | 0.51% | |
| IDCC |
InterDigital, Inc.
Technology
|
Reduced | 2,438 | $841,670 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 2,009 | $814,026 | 0.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 857 | $793,264 | 0.43% | |
| NSC |
Norfolk Southern Corp
Industrials
|
NEW | 2,180 | $654,893 | 0.35% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Added | 5,256 | $552,458 | 0.30% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 1,038 | $495,281 | 0.27% | |
| CI |
Cigna Group
Healthcare
|
NEW | 1,276 | $367,807 | 0.20% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 5,997 | $334,332 | 0.18% | |
| COP |
Conocophillips
Energy
|
Added | 3,130 | $296,066 | 0.16% | |
| BAB |
Invesco Taxable Municipal Bond ETF
|
NEW | 5,496 | $285,792 | 0.15% | |
| CGDV |
Capital Group Dividend Value ETF
|
NEW | 6,674 | $280,508 | 0.15% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 5,161 | $266,255 | 0.14% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 1,057 | $244,737 | 0.13% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,745 | $237,354 | 0.13% | |
| GE |
General Electric Co
Industrials
|
NEW | 688 | $206,964 | 0.11% | |
| EQT |
EQT Corp
Energy
|
NEW | 3,725 | $202,751 | 0.11% | |
|
|
Added | 362,399 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.