Kingstone Capital Partners Texas
Latest statistics and disclosures from Kingstone Capital Partners Texas's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, META, GOOG, HOOD, and represent 34.95% of Kingstone Capital Partners Texas's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$5.1M), HD, IBIT, VG, XLV, XLK, AMD, GOOG, HOOD, NVDA.
- Started 4 new stock positions in UNH, CSWC, VG, ORCL.
- Reduced shares in these 9 stocks: SGOV (-$15M), QQQ, PG, QCOM, BIL, BRK.B, SPY, GS, SDIV.
- Sold out of its position in BIL.
- Kingstone Capital Partners Texas was a net buyer of stock by $3.8M.
- Kingstone Capital Partners Texas has $172M in assets under management (AUM), dropping by 12.53%.
- Central Index Key (CIK): 0002057208
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Portfolio Holdings for Kingstone Capital Partners Texas
Kingstone Capital Partners Texas holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.0 | $26M | +3% | 138k | 186.58 |
|
| Microsoft Corporation (MSFT) | 5.1 | $8.8M | +9% | 17k | 517.92 |
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| Meta Platforms Cl A (META) | 5.1 | $8.7M | 12k | 734.38 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $8.6M | +13% | 35k | 243.54 |
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| Robinhood Mkts Com Cl A (HOOD) | 4.8 | $8.3M | +12% | 58k | 143.18 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.5 | $7.8M | -65% | 78k | 100.70 |
|
| Palantir Technologies Cl A (PLTR) | 4.5 | $7.7M | +8% | 42k | 182.42 |
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| Apple (AAPL) | 4.4 | $7.7M | 30k | 254.62 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 4.3 | $7.4M | 303k | 24.45 |
|
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| Amazon (AMZN) | 3.9 | $6.8M | 31k | 219.57 |
|
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| Select Sector Spdr Tr Technology (XLK) | 3.8 | $6.6M | +23% | 23k | 281.85 |
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| UnitedHealth (UNH) | 3.0 | $5.1M | NEW | 15k | 345.32 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 2.4 | $4.2M | +50% | 65k | 65.00 |
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| Select Sector Spdr Tr Communication (XLC) | 2.2 | $3.9M | +4% | 33k | 118.37 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.2 | $3.8M | +3% | 66k | 57.51 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 2.1 | $3.5M | 248k | 14.25 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.0 | $3.5M | 62k | 57.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $3.4M | -11% | 5.7k | 600.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $3.2M | -6% | 6.3k | 502.71 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $3.1M | 9.9k | 315.42 |
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| Goldman Sachs (GS) | 1.8 | $3.1M | 3.9k | 796.36 |
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| Home Depot (HD) | 1.6 | $2.7M | +142% | 6.8k | 405.20 |
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| Select Sector Spdr Tr Energy (XLE) | 1.4 | $2.5M | +6% | 28k | 89.36 |
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| Wal-Mart Stores (WMT) | 1.2 | $2.1M | 20k | 103.06 |
|
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| Select Sector Spdr Tr Financial (XLF) | 1.0 | $1.8M | +10% | 33k | 53.86 |
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| Cheniere Energy Com New (LNG) | 1.0 | $1.8M | +62% | 7.5k | 235.04 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $1.8M | +353% | 13k | 139.15 |
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| Capital One Financial (COF) | 1.0 | $1.7M | 8.1k | 212.52 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $1.7M | +38% | 7.1k | 239.68 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.5M | +395% | 9.5k | 161.76 |
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| Venture Global Com Cl A (VG) | 0.8 | $1.4M | NEW | 99k | 14.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.3M | 2.0k | 666.00 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.8 | $1.3M | 18k | 73.46 |
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| Procter & Gamble Company (PG) | 0.6 | $974k | -31% | 6.3k | 153.72 |
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| Netflix (NFLX) | 0.5 | $861k | 718.00 | 1199.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $808k | 1.7k | 468.68 |
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| Bank of America Corporation (BAC) | 0.4 | $616k | +8% | 12k | 51.61 |
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| Uber Technologies (UBER) | 0.3 | $583k | 5.9k | 98.05 |
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| Qualcomm (QCOM) | 0.3 | $540k | -44% | 3.2k | 166.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $530k | 1.6k | 328.17 |
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| Costco Wholesale Corporation (COST) | 0.3 | $508k | 549.00 | 925.32 |
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| Tesla Motors (TSLA) | 0.3 | $465k | 1.0k | 444.55 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $420k | 686.00 | 612.24 |
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| Dynex Cap (DX) | 0.2 | $291k | +16% | 24k | 12.29 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $287k | +13% | 15k | 19.80 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $278k | 1.6k | 179.12 |
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| Agnc Invt Corp Com reit (AGNC) | 0.2 | $269k | +10% | 28k | 9.77 |
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| Global X Fds Superdividend (SDIV) | 0.2 | $260k | 11k | 23.98 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $256k | +12% | 13k | 20.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $240k | 1.7k | 142.26 |
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| Doubleline Income Solutions (DSL) | 0.1 | $234k | +27% | 19k | 12.27 |
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| Oracle Corporation (ORCL) | 0.1 | $234k | NEW | 831.00 | 281.59 |
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| Palo Alto Networks (PANW) | 0.1 | $227k | 1.1k | 203.41 |
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| Capital Southwest Corporation (CSWC) | 0.1 | $212k | NEW | 9.7k | 21.91 |
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| High Income Secs Shs Ben Int (PCF) | 0.1 | $196k | +11% | 31k | 6.37 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $167k | +2% | 20k | 8.18 |
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| Barings Bdc (BBDC) | 0.1 | $165k | +11% | 19k | 8.76 |
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| Gabelli Equity Trust (GAB) | 0.1 | $164k | 27k | 6.08 |
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Past Filings by Kingstone Capital Partners Texas
SEC 13F filings are viewable for Kingstone Capital Partners Texas going back to 2024
- Kingstone Capital Partners Texas 2025 Q3 restated filed Oct. 28, 2025
- Kingstone Capital Partners Texas 2025 Q3 filed Oct. 16, 2025
- Kingstone Capital Partners Texas 2025 Q2 restated filed July 22, 2025
- Kingstone Capital Partners Texas 2025 Q2 filed July 11, 2025
- Kingstone Capital Partners Texas 2025 Q1 filed April 15, 2025
- Kingstone Capital Partners Texas 2024 Q4 filed Feb. 20, 2025