Fund Universe

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☆Kingstone Capital Partners Texas, LLC

CIK 0002057208 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.359
AUM ($M)
188
Positions
60
Turnover
0.11
Top-10 wt
56%
Herfindahl
0.049
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Holdings · 66 positions · portfolio value $188M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVDA funds › NVIDIA CORPORATION TRIM — 14.4% -0.4% 27.1 135,456 -2,265 5 —
☆GOOG funds › ALPHABET INC ADD — 6.7% +0.4% 12.6 35,646 +48 5 —
☆SGOV funds › ISHARES TR ADD — 5.5% -0.2% 10.4 103,266 +11,092 5 —
☆EVT funds › EATON VANCE TAX ADVT DIV INC ADD — 5.4% +0.3% 10.2 369,491 +27,866 5 —
☆AAPL funds › APPLE INC TRIM — 4.6% -0.1% 8.6 29,688 -486 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 4.5% +0.7% 8.4 44,095 -1,511 5 —
☆AMZN funds › AMAZON COM INC ADD — 4.1% +0.0% 7.6 32,079 +607 5 —
☆FB funds › PROSHARES TR NEW — 3.7% +3.7% 7.0 12,439 +12,439 1 —
☆MSFT funds › MICROSOFT CORP ADD — 3.6% -0.4% 6.7 18,088 +676 5 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 3.4% +0.8% 6.3 63,039 +3,433 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 3.3% +0.8% 6.2 14,860 +77 3 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 3.1% +0.3% 5.8 94,335 +12,523 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 2.8% -1.1% 5.3 45,006 +1,785 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 2.6% -0.1% 4.8 85,199 +8,645 5 —
☆ETV funds › EATON VANCE TAX-MANAGED BUY- ADD — 2.5% -0.1% 4.7 314,746 +7,242 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 2.5% +1.3% 4.7 8,024 -1,541 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 2.2% +0.2% 4.1 5,624 -40 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 2.1% +0.1% 3.9 3,870 -13 5 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 1.8% -0.4% 3.3 31,036 -1,092 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 1.6% -0.1% 3.0 9,173 -361 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 1.5% -0.5% 2.8 52,095 -1,013 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.3% -0.2% 2.4 4,729 -284 5 —
☆NOW funds › SERVICENOW INC NEW — 1.2% +1.2% 2.3 23,533 +23,533 1 —
☆WMT funds › WALMART INC TRIM — 1.1% -0.4% 2.1 18,620 -1,147 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 1.1% -0.4% 2.0 61,454 -523 5 —
☆HD funds › HOME DEPOT INC TRIM — 1.1% -0.3% 2.0 5,713 -969 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 1.0% -0.1% 1.9 12,115 -368 5 —
☆LNG funds › CHENIERE ENERGY INC TRIM — 0.9% -0.4% 1.7 7,270 -260 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.9% -0.1% 1.7 30,913 -1,981 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.8% +0.0% 1.6 2,092 +83 5 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.8% -0.1% 1.6 13,230 -846 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.8% -0.1% 1.5 7,575 -452 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.7% -0.1% 1.3 17,898 +95 5 —
☆VG funds › VENTURE GLOBAL INC ADD — 0.6% -0.4% 1.1 101,501 +2,902 3 —
☆IWF funds › ISHARES TR ADD — 0.5% +0.0% 0.9 6,914 +5,187 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.4% +0.0% 0.7 12,189 -23 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.2% 0.6 4,356 -1,858 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.6 1,634 +5 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.3% +0.1% 0.5 2,870 +13 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% -0.1% 0.5 534 +1 5 —
☆NFLX funds › NETFLIX INC. HOLD — 0.3% -0.1% 0.5 6,750 +0 5 —
☆NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD — 0.3% +0.0% 0.5 21,425 +3,885 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.5 694 +2 5 —
☆DX funds › DYNEX CAP INC ADD — 0.3% -0.0% 0.5 36,154 +1,360 5 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.0% 0.5 1,081 +35 5 —
☆AGNC funds › AGNC INVT CORP ADD REIT 0.2% +0.0% 0.4 40,810 +6,119 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 0.4 597 +1 2 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.2% -0.0% 0.4 5,946 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.2% +0.2% 0.4 1,157 +1,157 1 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.2% +0.0% 0.4 1,520 +0 5 —
☆FDUS funds › FIDUS INVT CORP ADD — 0.2% +0.1% 0.3 16,741 +5,885 3 —
☆INTC funds › INTEL CORP NEW — 0.2% +0.2% 0.3 2,284 +2,284 1 —
☆GAB funds › GABELLI EQUITY TR INC ADD — 0.2% +0.0% 0.3 53,922 +10,862 5 —
☆DSU funds › BLACKROCK DEBT STRATEGIES FD NEW — 0.2% +0.2% 0.3 30,934 +30,934 1 —
☆STWD funds › STARWOOD PPTY TR INC ADD — 0.2% +0.0% 0.3 18,075 +3,629 3 —
☆IWP funds › ISHARES TR ADD — 0.1% -0.0% 0.2 1,691 +2 5 —
☆CSCO funds › CISCO SYS INC NEW — 0.1% +0.1% 0.2 2,040 +2,040 1 —
☆EZU funds › ISHARES INC NEW — 0.1% +0.1% 0.2 3,057 +3,057 1 —
☆EFC funds › ELLINGTON FINANCIAL INC NEW — 0.1% +0.1% 0.2 15,082 +15,082 1 —
☆SPYI funds › NEOS ETF TRUST NEW — 0.1% +0.1% 0.2 3,809 +3,809 1 —
☆SDIV funds › GLOBAL X FDS EXIT — 0.0% -0.2% 0.0 0 -12,057 0 —
☆JPC funds › NUVEEN PFD & INCOME OPPORTUN EXIT — 0.0% -0.1% 0.0 0 -28,578 0 —
☆CUSIP:362397226 funds › GABELLI EQUITY TR INC EXIT — 0.0% +0.0% 0.0 0 -33,160 0 —
☆PDI funds › PIMCO DYNAMIC INCOME FD EXIT — 0.0% -0.2% 0.0 0 -21,818 0 —
☆CUSIP:26923Q564 funds › ETF OPPORTUNITIES TRUST EXIT — 0.0% -0.0% 0.0 0 -13,000 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -4.3% 0.0 0 -12,131 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 188 60 0.11 56% 0.049 0.359 — in
2026Q1 162 57 0.06 57% 0.049 0.456 — in
2025Q4 171 58 0.15 57% 0.050 0.255 — in
2025Q3 153 55 0.31 63% 0.062 0.094 — in
2025Q2 624 406 0.15 48% 0.035 0.407 — entered
2025Q1 124 52 0.00 53% 0.045 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status