Kingstone Capital Partners Texas, LLC

CIK

2057208

Location

FRISCO, TX

Portfolio Value

Micro $47,389,300

Diversification

Diversified

Filing Date

Global Rank

#5,092 / 8,232 ▲ 104

Top Industry

Semiconductors 25.0%

3Y Alpha vs SPY

-6.5%

Period ended 2 months ago

Filed May 6, 2026 · 39d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.4%

SPY

+23.4%

Annualised alpha

-6.5%

Max drawdown

−23.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.4%

+0.5 pts

Top 5

47.7%

+0.6 pts

Top 10

70.0%

−1.4 pts

HHI

791

Diversified+8

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.2%	$47,389,300	8
Financial Services	25.2%	$28,291,626	12
Consumer Cyclical	8.1%	$9,141,165	3
Communication Services	6.8%	$7,589,521	2
Unclassified	6.2%	$6,956,836	3
Healthcare	3.6%	$4,000,131	1
Consumer Defensive	3.5%	$3,885,289	3
Energy	3.3%	$3,690,632	2
Real Estate	1.3%	$1,411,652	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	+53,894	307,504	$4,203,579
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	+32,499	341,625	$8,386,893
GAB	Gabelli Equity Trust Inc	+9,909	43,060	$241,136
DX	Dynex Capital Inc	+4,689	34,794	$443,971
STWD	Starwood Property Trust, Inc.	+3,116	14,446	$248,760
JPC	Nuveen Preferred & Income Opportunities Fund	+2,581	28,578	$215,478
NLY	Annaly Capital Management Inc	+1,940	17,540	$370,971
HOOD	Robinhood Markets, Inc.	+1,208	59,606	$4,130,695
PLTR	Palantir Technologies Inc.	+487	43,221	$6,322,367
FDUS	FIDUS INVESTMENT Corp	+457	10,856	$189,111
AMZN	Amazon Com Inc	+377	31,472	$6,554,673
MSFT	Microsoft Corp	+228	17,412	$6,445,400
BAC	Bank Of America Corp /De/	+178	12,212	$595,335
META	Meta Platforms, Inc.	+56	12,131	$6,940,509
COF	Capital One Financial Corp	+39	8,027	$1,464,365
SPY	Spdr S&P 500 ETF Trust	+30	2,009	$1,306,533
GS	Goldman Sachs Group Inc	+20	3,883	$3,284,979
AAPL	Apple Inc.	+16	30,174	$7,657,859
COST	Costco Wholesale Corp /New	+1	533	$531,097
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
VG	Venture Global, Inc.	−4,168	98,599	$1,553,920
IBIT	iShares Bitcoin Trust ETF	−1,590	61,977	$2,381,156
QCOM	Qualcomm Inc/De	−406	2,857	$367,924
JPM	Jpmorgan Chase & Co	−395	9,534	$2,804,521
WMT	Walmart Inc.	−318	19,767	$2,456,642
UNH	Unitedhealth Group Inc	−247	14,783	$4,000,131
NVDA	Nvidia Corp	−198	137,721	$24,018,542
HD	Home Depot, Inc.	−129	6,682	$2,197,642
PG	PROCTER & GAMBLE Co	−127	6,214	$897,550
LNG	Cheniere Energy, Inc.	−56	7,530	$2,136,712
BRK-B	Berkshire Hathaway Inc	−27	5,013	$2,402,229
AMD	Advanced Micro Devices Inc	−13	9,565	$1,945,807
QQQ	Invesco Qqq Trust, Series 1	−13	5,664	$3,269,147
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PDI	PIMCO Dynamic Income Fund	21,818	$373,305
AMAT	Applied Materials Inc /De	596	$203,706
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FBRT	Franklin BSP Realty Trust, Inc.	29,866	$299,555
BFST	Business First Bancshares, Inc.	10,071	$263,255
EFC	Ellington Financial Inc.	18,737	$254,448
BBDC	Barings BDC, Inc.	25,120	$230,601
PANW	Palo Alto Networks Inc	1,116	$205,567
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $47,389,300 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	137,721	-198	$24,018,542	−6.6%	50.68%
AAPL	Apple Inc. Technology	Added	30,174	+16	$7,657,859	−6.6%	16.16%
MSFT	Microsoft Corp Technology	Added	17,412	+228	$6,445,400	−22.4%	13.60%
PLTR	Palantir Technologies Inc. Technology	Added	43,221	+487	$6,322,367	−16.8%	13.34%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,565	-13	$1,945,807	−5.1%	4.11%
UBER	Uber Technologies, Inc Technology	Held	5,946	0	$427,695	−12.0%	0.90%
QCOM	Qualcomm Inc/De Technology	Reduced	2,857	-406	$367,924	−34.1%	0.78%
AMAT	Applied Materials Inc /De Technology	NEW	596	NEW	$203,706	NEW	0.43%