Institutional Manager · CIK 0002057208
Kingstone Capital Partners Texas, LLC
FRISCO, TX · File #028-25387
Latest AUM
$171.4M
Positions
58
Top-10 Concentration
57.7%
Filings
7
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ISHARES TR | 46436E718 | -149,237 | -$15.0M | -$69,771 |
| NEW | UNITEDHEALTH GROUP INC | UNH | +15,030 | +$5.0M | $0 |
| ADD | SELECT SECTOR SPDR TR | 81369Y803 | +27,099 | +$3.9M | -$2.1M |
| ADD | ADVANCED MICRO DEVICES INC | AMD | +7,666 | +$1.6M | +$138,429 |
| ADD | SELECT SECTOR SPDR TR | 81369Y209 | +9,687 | +$1.5M | +$55,138 |
| ADD | HOME DEPOT INC | HD | +4,014 | +$1.4M | -$62,415 |
| ADD | ALPHABET INC | GOOG | +4,346 | +$1.4M | +$4.2M |
| ADD | SELECT SECTOR SPDR TR | 81369Y506 | +27,887 | +$1.2M | -$1.0M |
| ADD | SELECT SECTOR SPDR TR | 81369Y407 | +9,017 | +$1.1M | -$503,514 |
| ADD | ISHARES BITCOIN TRUST ETF | IBIT | +20,458 | +$1.0M | -$498,707 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202558 pos · $171.4M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202558 pos · $172.3M
- 13F HOLDINGS REPORTQ/E Sep 202555 pos · $153.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202555 pos · $153.2M
- 13F HOLDINGS REPORTQ/E Jun 2025406 pos · $624.2M
- 13F HOLDINGS REPORTQ/E Mar 202552 pos · $124.2M
- 13F HOLDINGS REPORTQ/E Dec 202450 pos · $123.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 137,919 | $25.7M | 15.16% |
| 2 | ALPHABET INC | GOOG | 35,468 | $11.1M | 6.56% |
| 3 | MICROSOFT CORP | MSFT | 17,184 | $8.3M | 4.90% |
| 4 | APPLE INC | AAPL | 30,158 | $8.2M | 4.83% |
| 5 | META PLATFORMS INC | META | 12,075 | $8.0M | 4.70% |
| 6 | EATON VANCE TAX ADVT DIV INC | ETN | 309,126 | $7.8M | 4.59% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 42,734 | $7.6M | 4.48% |
| 8 | ISHARES TR | 46436E718 | 73,920 | $7.4M | 4.37% |
| 9 | AMAZON COM INC | AMZN | 31,095 | $7.2M | 4.23% |
| 10 | SELECT SECTOR SPDR TR | 81369Y803 | 46,007 | $6.6M | 3.90% |
| 11 | ROBINHOOD MKTS INC | 770700102 | 58,398 | $6.6M | 3.89% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 15,030 | $5.0M | 2.92% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 66,562 | $3.9M | 2.28% |
| 14 | SELECT SECTOR SPDR TR | 81369Y852 | 32,391 | $3.8M | 2.25% |
| 15 | EATON VANCE TAX-MANAGED BUY- | ETN | 253,610 | $3.6M | 2.15% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 63,209 | $3.6M | 2.13% |
| 17 | INVESCO QQQ TR | IVZ | 5,677 | $3.5M | 2.05% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 3,863 | $3.4M | 2.00% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 9,929 | $3.2M | 1.89% |
| 20 | ISHARES BITCOIN TRUST ETF | IBIT | 63,567 | $3.2M | 1.86% |