Kingstone Capital Partners Texas, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$171.4M

Holdings

58

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (58 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
137,919$25.7M15.00%
2
GOOGALPHABET INC
35,468$11.1M6.49%
3
MSFTMICROSOFT CORP
17,184$8.3M4.85%
4
AAPLAPPLE INC
30,158$8.2M4.78%
5
METAMETA PLATFORMS INC
12,075$8.0M4.65%
6
EXGEATON VANCE TAX ADVT DIV INC
309,126$7.8M4.54%
7
PLTRPALANTIR TECHNOLOGIES INC
42,734$7.6M4.43%
8
SGOVISHARES TR
73,920$7.4M4.33%
9
AMZNAMAZON COM INC
31,095$7.2M4.19%
10
XLKSELECT SECTOR SPDR TR
46,007$6.6M3.86%
11
HOODROBINHOOD MKTS INC
58,398$6.6M3.85%
12
UNHUNITEDHEALTH GROUP INC
15,030$5.0M2.89%
13
JEPQJ P MORGAN EXCHANGE TRADED F
66,562$3.9M2.26%
14
XLCSELECT SECTOR SPDR TR
32,391$3.8M2.22%
15
ETVEATON VANCE TAX-MANAGED BUY-
253,610$3.6M2.12%
16
JEPIJ P MORGAN EXCHANGE TRADED F
63,209$3.6M2.11%
17
NDQINVESCO QQQ TR
5,677$3.5M2.03%
18
GSGOLDMAN SACHS GROUP INC
3,863$3.4M1.98%
19
JPMJPMORGAN CHASE & CO.
9,929$3.2M1.87%
20
IBITISHARES BITCOIN TRUST ETF
63,567$3.2M1.84%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
5,040$2.5M1.48%
22
XLESELECT SECTOR SPDR TR
53,823$2.4M1.40%
23
HDHOME DEPOT INC
6,811$2.3M1.37%
24
WMTWALMART INC
20,085$2.2M1.31%
25
AMDADVANCED MICRO DEVICES INC
9,578$2.1M1.20%
26
COFCAPITAL ONE FINL CORP
7,988$1.9M1.13%
27
XLVSELECT SECTOR SPDR TR
12,478$1.9M1.13%
28
XLFSELECT SECTOR SPDR TR
32,876$1.8M1.05%
29
XLYSELECT SECTOR SPDR TR
14,164$1.7M0.99%
30
LNGCHENIERE ENERGY INC
7,586$1.5M0.86%
31
SPYSPDR S&P 500 ETF TR
1,979$1.4M0.79%
32
SPLVINVESCO EXCH TRADED FD TR II
17,709$1.3M0.74%
33
PGPROCTER AND GAMBLE CO
6,341$909K0.53%
34
IWFISHARES TR
1,726$817K0.48%
35
VGVENTURE GLOBAL INC
102,767$701K0.41%
36
BACBANK AMERICA CORP
12,034$662K0.39%
37
NFLXNETFLIX INC
6,750$633K0.37%
38
QCOMQUALCOMM INC
3,263$558K0.33%
39
VTIVANGUARD INDEX FDS
1,624$544K0.32%
40
UBERUBER TECHNOLOGIES INC
5,946$486K0.28%
41
TSLATESLA INC
1,046$470K0.27%
42
COSTCOSTCO WHSL CORP NEW
532$459K0.27%
43
VOOVANGUARD INDEX FDS
690$433K0.25%
44
DYT1DYNEX CAP INC
30,105$422K0.25%
45
AGNCAGNC INVT CORP
34,691$372K0.22%
46
NLYANNALY CAPITAL MANAGEMENT IN
15,600$349K0.20%
47
FBTFIRST TR EXCHANGE-TRADED FD
1,552$321K0.19%
48
FBRTFRANKLIN BSP RLTY TR INC
29,866$300K0.18%
49
SDIVGLOBAL X FDS
11,828$284K0.17%
50
BFSTBUSINESS FIRST BANCSHARES IN
10,071$263K0.15%
51
EFCELLINGTON FINANCIAL INC
18,737$254K0.15%
52
TRYBARINGS BDC INC
25,120$231K0.13%
53
IWPISHARES TR
1,689$231K0.13%
54
JPCNUVEEN PFD & INCOME OPPORTUN
25,997$211K0.12%
55
PANWPALO ALTO NETWORKS INC
1,116$206K0.12%
56
GABGABELLI EQUITY TR INC
33,151$205K0.12%
57
STWDSTARWOOD PPTY TR INC
11,330$204K0.12%
58
FDUSFIDUS INVT CORP
10,399$201K0.12%