Touchstone Capital, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-09-30, active share 57.3%; sector active share 27.1% against the combined 13F book's sector weights.
Over time 17 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
49 tracked positions · as of Sep 30, 2025 · Δ vs Sep 30, 2024Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 33.9% | $66,137,416 |
| Technology | 22.1% | $43,046,683 |
| Consumer Cyclical | 10.3% | $20,067,278 |
| Financial Services | 7.3% | $14,168,178 |
| Communication Services | 6.9% | $13,446,675 |
| Healthcare | 6.4% | $12,553,856 |
| Consumer Defensive | 5.8% | $11,403,518 |
| Energy | 5.6% | $11,000,420 |
| Industrials | 1.2% | $2,334,699 |
| Basic Materials | 0.5% | $886,790 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GNTX | Gentex Corp | +200,510 | 330,412 | $9,350,659 | |
| — | +82,936 | 362,399 | $8,570,744 | ||
| 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| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IFRA | iShares U.S. Infrastructure ETF | 334,779 | $17,683,026 | |
| PSP | Victory Portfolios II | 234,679 | $16,197,544 | |
| BIZD | VanEck BDC Income ETF | 1,037,143 | $15,494,916 | |
| NVDA | Nvidia Corp | 67,942 | $12,676,618 | |
| MSFT | Microsoft Corp | 23,915 | $12,386,774 | |
| TOPT | iShares Top 20 U.S. Stocks ETF | 357,153 | $10,878,880 | |
| 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 | |
| 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 | |
| RDVY | First Trust Rising Dividend Achievers ETF | 20,331 | $1,367,463 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 32,687 | $1,242,759 | |
| 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 | |
| MBSF | REGAN FLOATING RATE MBS ETF | 37,259 | $948,986 | |
| HD | Home Depot, Inc. | 2,009 | $814,026 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| 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 | |
| IYC | iShares U.S. Consumer Discretionary ETF | 2,321 | $204,108 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IFRA |
iShares U.S. Infrastructure ETF
|
NEW | 334,779 | $17,683,026 | 9.07% | |
| PSP |
Victory Portfolios II
|
NEW | 234,679 | $16,197,544 | 8.30% | |
| BIZD |
VanEck BDC Income ETF
|
NEW | 1,037,143 | $15,494,916 | 7.94% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 67,942 | $12,676,618 | 6.50% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 23,915 | $12,386,774 | 6.35% | |
| AAPL |
Apple Inc.
Technology
|
Added | 46,000 | $11,712,980 | 6.01% | |
| TOPT |
iShares Top 20 U.S. Stocks ETF
|
NEW | 357,153 | $10,878,880 | 5.58% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 143,358 | $9,649,426 | 4.95% | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
Added | 330,412 | $9,350,659 | 4.79% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
NEW | 30,964 | $9,224,485 | 4.73% | |
|
|
Added | 362,399 | $8,570,744 | 4.39% | ||
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 32,441 | $7,886,407 | 4.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 29,723 | $6,526,279 | 3.35% | |
| MORN |
Morningstar, Inc.
Financial Services
|
NEW | 26,228 | $6,085,158 | 3.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 5,978 | $4,390,123 | 2.25% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 13,022 | $4,296,088 | 2.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 7,592 | $3,376,314 | 1.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,735 | $2,883,213 | 1.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 7,991 | $2,520,601 | 1.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,020 | $1,693,505 | 0.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 2,142 | $1,634,346 | 0.84% | |
| V |
Visa Inc.
Financial Services
|
NEW | 4,269 | $1,457,351 | 0.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 2,104 | $1,401,642 | 0.72% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
NEW | 20,331 | $1,367,463 | 0.70% | |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
|
NEW | 32,687 | $1,242,759 | 0.64% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 976 | $1,170,145 | 0.60% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 4,027 | $1,132,553 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 5,838 | $1,082,481 | 0.55% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 4,644 | $977,561 | 0.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 9,323 | $960,828 | 0.49% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 1,680 | $955,600 | 0.49% | |
| MBSF |
REGAN FLOATING RATE MBS ETF
|
NEW | 37,259 | $948,986 | 0.49% | |
| IDCC |
InterDigital, Inc.
Technology
|
Reduced | 2,438 | $841,670 | 0.43% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 2,009 | $814,026 | 0.42% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
NEW | 857 | $793,264 | 0.41% | |
| NSC |
Norfolk Southern Corp
Industrials
|
NEW | 2,180 | $654,893 | 0.34% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Added | 5,256 | $552,458 | 0.28% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 1,038 | $495,281 | 0.25% | |
| CI |
Cigna Group
Healthcare
|
NEW | 1,276 | $367,807 | 0.19% | |
| IUSG |
iShares Core S&P U.S. Growth ETF
|
NEW | 2,163 | $355,900 | 0.18% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 5,997 | $334,332 | 0.17% | |
| COP |
Conocophillips
Energy
|
Added | 3,130 | $296,066 | 0.15% | |
| EQAL |
Invesco Russell 1000 Equal Weight ETF
|
NEW | 5,496 | $285,792 | 0.15% | |
| CGDV |
Capital Group Dividend Value ETF
|
NEW | 6,674 | $280,508 | 0.14% | |
| BAC |
Bank Of America Corp
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 | 0.12% | |
| GE |
General Electric Co
Industrials
|
NEW | 688 | $206,964 | 0.11% | |
| EQT |
EQT Corp
Energy
|
NEW | 3,725 | $202,751 | 0.10% |
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.