Touchstone Capital
Latest statistics and disclosures from Touchstone Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IFRA, PSP, BIZD, NVDA, MSFT, and represent 38.16% of Touchstone Capital's stock portfolio.
- Added to shares of these 10 stocks: IFRA (+$18M), PSP (+$16M), BIZD (+$16M), NVDA (+$13M), MSFT (+$12M), AAPL (+$11M), TOPT (+$11M), VEEV (+$9.2M), GOOGL (+$7.9M), AMZN (+$6.2M).
- Started 37 new stock positions in META, PSP, HD, CI, BIZD, MSFT, VEEV, EQAL, WMT, ABBV.
- Reduced shares in these 10 stocks: IDCC (-$9.2M), , SNA (-$5.6M), ALB (-$5.2M), LULU, NUE, , FFIV, RGR, CODA.
- Sold out of its positions in ALB, APO, CODA, COIN, EW, FFIV, IYC, LULU, NUE, TROW. SWKS, SNA, RGR.
- Touchstone Capital was a net buyer of stock by $123M.
- Touchstone Capital has $195M in assets under management (AUM), dropping by 196.73%.
- Central Index Key (CIK): 0001843283
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Portfolio Holdings for Touchstone Capital
Touchstone Capital holds 49 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Us Infrastruc (IFRA) | 9.1 | $18M | NEW | 335k | 52.82 |
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 8.3 | $16M | NEW | 235k | 69.02 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 7.9 | $16M | NEW | 1.0M | 14.94 |
|
| NVIDIA Corporation (NVDA) | 6.5 | $13M | NEW | 68k | 186.58 |
|
| Microsoft Corporation (MSFT) | 6.4 | $12M | NEW | 24k | 517.97 |
|
| Apple (AAPL) | 6.0 | $12M | +3438% | 46k | 254.63 |
|
| Ishares Tr Top 20 U S Stock (TOPT) | 5.6 | $11M | NEW | 357k | 30.46 |
|
| Monster Beverage Corp (MNST) | 4.9 | $9.6M | +92% | 143k | 67.31 |
|
| Gentex Corporation (GNTX) | 4.8 | $9.4M | +154% | 330k | 28.30 |
|
| Veeva Sys Cl A Com (VEEV) | 4.7 | $9.2M | NEW | 31k | 297.91 |
|
| Cabot Oil & Gas Corporation (CTRA) | 4.4 | $8.6M | +29% | 362k | 23.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $7.9M | NEW | 32k | 243.10 |
|
| Amazon (AMZN) | 3.3 | $6.5M | +2023% | 30k | 219.57 |
|
| Morningstar (MORN) | 3.1 | $6.1M | NEW | 26k | 232.02 |
|
| Meta Platforms Cl A (META) | 2.3 | $4.4M | NEW | 6.0k | 734.39 |
|
| Broadcom (AVGO) | 2.2 | $4.3M | NEW | 13k | 329.91 |
|
| Tesla Motors (TSLA) | 1.7 | $3.4M | NEW | 7.6k | 444.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $2.9M | +1022% | 5.7k | 502.74 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.5M | NEW | 8.0k | 315.44 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | +295% | 15k | 112.75 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.6M | NEW | 2.1k | 763.04 |
|
| Visa Com Cl A (V) | 0.7 | $1.5M | NEW | 4.3k | 341.44 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.4M | NEW | 2.1k | 666.03 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.7 | $1.4M | NEW | 20k | 67.26 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.6 | $1.2M | NEW | 33k | 38.02 |
|
| Netflix (NFLX) | 0.6 | $1.2M | NEW | 976.00 | 1198.92 |
|
| Oracle Corporation (ORCL) | 0.6 | $1.1M | NEW | 4.0k | 281.24 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.1M | NEW | 5.8k | 185.40 |
|
| Honeywell International (HON) | 0.5 | $978k | +27% | 4.6k | 210.50 |
|
| Wal-Mart Stores (WMT) | 0.5 | $961k | NEW | 9.3k | 103.06 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $956k | NEW | 1.7k | 568.91 |
|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 0.5 | $949k | NEW | 37k | 25.47 |
|
| InterDigital (IDCC) | 0.4 | $842k | -91% | 2.4k | 345.23 |
|
| Home Depot (HD) | 0.4 | $814k | NEW | 2.0k | 405.20 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $794k | NEW | 857.00 | 926.19 |
|
| Norfolk Southern (NSC) | 0.3 | $655k | NEW | 2.2k | 300.41 |
|
| PPG Industries (PPG) | 0.3 | $552k | +2% | 5.3k | 105.10 |
|
| Caterpillar (CAT) | 0.3 | $495k | NEW | 1.0k | 476.94 |
|
| Cigna Corp (CI) | 0.2 | $368k | NEW | 1.3k | 288.25 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $356k | NEW | 2.2k | 164.52 |
|
| Bhp Group Sponsored Ads (BHP) | 0.2 | $334k | 6.0k | 55.75 |
|
|
| ConocoPhillips (COP) | 0.2 | $296k | +30% | 3.1k | 94.59 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.1 | $286k | NEW | 5.5k | 52.00 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $281k | NEW | 6.7k | 42.03 |
|
| Bank of America Corporation (BAC) | 0.1 | $266k | NEW | 5.2k | 51.59 |
|
| Abbvie (ABBV) | 0.1 | $245k | NEW | 1.1k | 231.56 |
|
| Phillips 66 (PSX) | 0.1 | $237k | NEW | 1.7k | 136.02 |
|
| Ge Aerospace Com New (GE) | 0.1 | $207k | NEW | 688.00 | 300.83 |
|
| EQT Corporation (EQT) | 0.1 | $203k | NEW | 3.7k | 54.43 |
|
Past Filings by Touchstone Capital
SEC 13F filings are viewable for Touchstone Capital going back to 2020
- Touchstone Capital 2025 Q3 filed Oct. 27, 2025
- Touchstone Capital 2024 Q3 filed Oct. 16, 2024
- Touchstone Capital 2024 Q2 filed July 24, 2024
- Touchstone Capital 2024 Q1 filed April 16, 2024
- Touchstone Capital 2023 Q4 filed Jan. 18, 2024
- Touchstone Capital 2023 Q3 filed Oct. 13, 2023
- Touchstone Capital 2023 Q2 filed July 14, 2023
- Touchstone Capital 2023 Q1 filed April 18, 2023
- Touchstone Capital 2022 Q4 filed Jan. 24, 2023
- Touchstone Capital 2022 Q3 filed Oct. 12, 2022
- Touchstone Capital 2022 Q2 filed July 11, 2022
- Touchstone Capital 2022 Q1 filed May 5, 2022
- Touchstone Capital 2021 Q4 filed Jan. 26, 2022
- Touchstone Capital 2021 Q3 filed Nov. 12, 2021
- Touchstone Capital 2021 Q2 filed July 13, 2021
- Touchstone Capital 2021 Q1 filed April 20, 2021