Kingstone Capital Partners Texas, LLC
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 Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 64.3%; sector active share 26.7% against the combined 13F book's sector weights.
Over time 7 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
60 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.5% | $57,033,655 |
| Unclassified | 28.4% | $51,381,401 |
| Financial Services | 19.5% | $35,311,400 |
| Communication Services | 7.2% | $13,076,751 |
| Consumer Cyclical | 5.6% | $10,115,236 |
| Healthcare | 3.4% | $6,176,261 |
| Consumer Defensive | 1.8% | $3,247,204 |
| Energy | 1.6% | $2,867,308 |
| Real Estate | 1.0% | $1,899,204 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | +27,866 | 369,491 | $10,227,510 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +12,523 | 94,335 | $5,797,829 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +11,092 | 103,266 | $10,395,788 | |
| GAB | Gabelli Equity Trust Inc | +10,862 | 53,922 | $305,198 | |
| JEPI | JPMorgan Equity Premium Income ETF | +8,645 | 85,199 | $4,812,039 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | +7,242 | 314,746 | $4,683,420 | |
| AGNC | AGNC Investment Corp. | +6,119 | 40,810 | $444,829 | |
| FDUS | FIDUS INVESTMENT Corp | +5,885 | 16,741 | $319,250 | |
| IWF | iShares Russell 1000 Growth ETF | +5,187 | 6,914 | $858,511 | |
| NLY | Annaly Capital Management Inc | +3,885 | 21,425 | $479,063 | |
| STWD | Starwood Property Trust, Inc. | +3,629 | 18,075 | $296,068 | |
| HOOD | Robinhood Markets, Inc. | +3,433 | 63,039 | $6,321,550 | |
| VG | Venture Global, Inc. | +2,902 | 101,501 | $1,129,706 | |
| PLTR | Palantir Technologies Inc. | +1,785 | 45,006 | $5,250,850 | |
| DX | Dynex Capital Inc | +1,360 | 36,154 | $473,978 | |
| MSFT | Microsoft Corp | +676 | 18,088 | $6,747,185 | |
| AMZN | Amazon Com Inc | +607 | 32,079 | $7,645,708 | |
| SPLV | Invesco S&P 500 Low Volatility ETF | +95 | 17,898 | $1,340,560 | |
| SPY | Spdr S&P 500 ETF Trust | +83 | 2,092 | $1,562,242 | |
| UNH | Unitedhealth Group Inc | +77 | 14,860 | $6,176,261 | |
| GOOG | Alphabet Inc. | +48 | 35,646 | $12,594,801 | |
| TSLA | Tesla, Inc. | +35 | 1,081 | $454,668 | |
| QCOM | Qualcomm Inc | +13 | 2,870 | $530,347 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +5 | 1,634 | $604,645 | |
| — | +2 | 1,691 | $247,579 | ||
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −2,265 | 135,456 | $27,103,391 | |
| XLF | State Street Corp | −1,981 | 30,913 | $1,657,245 | |
| PG | PROCTER & GAMBLE Co | −1,858 | 4,356 | $638,763 | |
| AMD | Advanced Micro Devices Inc | −1,541 | 8,024 | $4,661,221 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −1,511 | 44,095 | $8,400,979 | |
| WMT | Walmart Inc. | −1,147 | 18,620 | $2,108,901 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | −1,092 | 31,036 | $3,324,886 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −1,013 | 52,095 | $2,766,765 | |
| HD | Home Depot, Inc. | −969 | 5,713 | $2,014,860 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | −846 | 13,230 | $1,551,614 | |
| IBIT | iShares Bitcoin Trust ETF | −523 | 61,454 | $2,045,803 | |
| AAPL | Apple Inc. | −486 | 29,688 | $8,590,519 | |
| COF | Capital One Financial Corp | −452 | 7,575 | $1,519,696 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −368 | 12,115 | $1,922,165 | |
| JPM | Jpmorgan Chase & Co | −361 | 9,173 | $3,002,598 | |
| BRK-B | Berkshire Hathaway Inc | −284 | 4,729 | $2,366,344 | |
| LNG | Cheniere Energy, Inc. | −260 | 7,270 | $1,737,602 | |
| QQQ | Invesco Qqq Trust, Series 1 | −40 | 5,624 | $4,141,513 | |
| BAC | Bank Of America Corp | −23 | 12,189 | $694,529 | |
| GS | Goldman Sachs Group Inc | −13 | 3,870 | $3,914,001 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 23,533 | $2,336,356 | |
| FB | ProShares S&P 500 Dynamic Buffer ETF | 12,439 | $552,826 | |
| PANW | Palo Alto Networks Inc | 1,157 | $394,560 | |
| INTC | Intel Corp | 2,284 | $318,914 | |
| DSU | Blackrock Debt Strategies Fund, Inc. | 30,934 | $300,059 | |
| CSCO | Cisco Systems, Inc. | 2,040 | $239,618 | |
| EFC | Ellington Financial Inc. | 15,082 | $205,266 | |
| SPYI | NEOS S&P 500(R) High Income ETF | 3,809 | $202,219 | |
| EZU | iShares Trust | 3,057 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 12,131 | $6,940,509 | |
| PDI | PIMCO Dynamic Income Fund | 21,818 | $373,305 | |
| SDIV | Global X SuperDividend ETF | 12,057 | $304,559 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | 28,578 | $215,478 | |
| BMNU | T-REX 2X Long BMNR Daily Target ETF | 13,000 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 135,456 | $27,103,391 | 14.97% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 35,646 | $12,594,801 | 6.95% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Added | 103,266 | $10,395,788 | 5.74% | |
| EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
Financial Services
|
Added | 369,491 | $10,227,510 | 5.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,688 | $8,590,519 | 4.74% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 44,095 | $8,400,979 | 4.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 32,079 | $7,645,708 | 4.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 18,088 | $6,747,185 | 3.73% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 63,039 | $6,321,550 | 3.49% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 14,860 | $6,176,261 | 3.41% | |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
|
Added | 94,335 | $5,797,829 | 3.20% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 45,006 | $5,250,850 | 2.90% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 85,199 | $4,812,039 | 2.66% | |
| ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Financial Services
|
Added | 314,746 | $4,683,420 | 2.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 8,024 | $4,661,221 | 2.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,624 | $4,141,513 | 2.29% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,870 | $3,914,001 | 2.16% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Reduced | 31,036 | $3,324,886 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 9,173 | $3,002,598 | 1.66% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Reduced | 52,095 | $2,766,765 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,729 | $2,366,344 | 1.31% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 23,533 | $2,336,356 | 1.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 18,620 | $2,108,901 | 1.16% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 61,454 | $2,045,803 | 1.13% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,713 | $2,014,860 | 1.11% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Reduced | 12,115 | $1,922,165 | 1.06% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 7,270 | $1,737,602 | 0.96% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 30,913 | $1,657,245 | 0.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,092 | $1,562,242 | 0.86% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Reduced | 13,230 | $1,551,614 | 0.86% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 7,575 | $1,519,696 | 0.84% | |
| SPLV |
Invesco S&P 500 Low Volatility ETF
|
Added | 17,898 | $1,340,560 | 0.74% | |
| VG |
Venture Global, Inc.
Energy
|
Added | 101,501 | $1,129,706 | 0.62% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 6,914 | $858,511 | 0.47% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 12,189 | $694,529 | 0.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 4,356 | $638,763 | 0.35% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 1,634 | $604,645 | 0.33% | |
| FB |
ProShares S&P 500 Dynamic Buffer ETF
|
NEW | 12,439 | $552,826 | 0.31% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 2,870 | $530,347 | 0.29% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 534 | $499,540 | 0.28% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 6,750 | $481,950 | 0.27% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Added | 21,425 | $479,063 | 0.26% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 694 | $476,646 | 0.26% | |
| DX |
Dynex Capital Inc
Real Estate
|
Added | 36,154 | $473,978 | 0.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,081 | $454,668 | 0.25% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Added | 40,810 | $444,829 | 0.25% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 597 | $431,631 | 0.24% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 5,946 | $429,063 | 0.24% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 1,157 | $394,560 | 0.22% | |
| FBT |
First Trust NYSE Arca Biotechnology Index Fund
|
Held | 1,520 | $376,792 | 0.21% |
Showing the top 50 of 60 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.