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The Analysis of Kingstone Capital Partners Texas, LLC's Holdings & P&L

Currently, Kingstone Capital Partners Texas, LLC holds 57 types of securities in its portfolio with a total value $162.4M. In the most recent quarter, they have increased their positions in SGOV (+18.3K shares, valued at $1.8M), JEPQ (+15.3K shares, valued at $846.6K), EVT (+32.5K shares, valued at $797.9K); decreased their positions in JPM (-395 shares, valued at $116.2K), UNH (-247 shares, valued at $66.8K), N/A (-4.2K shares, valued at $65.7K); initiated new positions in PDI (+21.8K shares, valued at $373.0K), AMAT (+596 shares, valued at $204.0K), BMNU (+13.0K shares, valued at $23.0K).

1M P&L

+3.1M+2.11%

3M P&L

+10.2M+7.42%

HY P&L

+7.2M+5.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A55.2M

38.7%

2Semiconductors26.3M

18.4%

3Software - Infrastructure12.8M

8.9%

Top Industries by Stock Count

1N/A22 stocks

44.9%

2REIT - Mortgage3 stocks

6.1%

3Semiconductors3 stocks

6.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION137.7K shares-0.14%2026-03-312026-05-06

ALPHABET INC ALPHABET INC35.6K shares0.37%2026-03-312026-05-06

SGOV ISHARES TR92.2K shares24.69%2026-03-312026-05-06

EVT EATON VANCE TAX ADVT DIV INC341.6K shares10.51%2026-03-312026-05-06

AAPL APPLE INC30.2K shares0.05%2026-03-312026-05-06

META META PLATFORMS INC12.1K shares0.46%2026-03-312026-05-06

AMZN AMAZON COM INC31.5K shares1.21%2026-03-312026-05-06

MSFT MICROSOFT CORP17.4K shares1.33%2026-03-312026-05-06

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PLTR PALANTIR TECHNOLOGIES INC43.2K shares1.14%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR45.6K shares-0.87%2026-03-312026-05-06

JEPQ J P MORGAN EXCHANGE TRADED F81.8K shares22.91%2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F76.6K shares21.11%2026-03-312026-05-06

ETV EATON VANCE TAX-MANAGED BUY-307.5K shares21.25%2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC59.6K shares2.07%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC14.8K shares-1.64%2026-03-312026-05-06

XLC SELECT SECTOR SPDR TR32.1K shares-0.81%2026-03-312026-05-06

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GS GOLDMAN SACHS GROUP INC3.9K shares0.52%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR5.7K shares-0.23%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR53.1K shares-1.33%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO9.5K shares-3.98%2026-03-312026-05-06

WMT WALMART INC19.8K shares-1.58%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares-0.54%2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF62.0K shares-2.50%2026-03-312026-05-06

HD HOME DEPOT INC6.7K shares-1.89%2026-03-312026-05-06

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LNG CHENIERE ENERGY INC7.5K shares-0.74%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC9.6K shares-0.14%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR12.5K shares0.04%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR32.9K shares0.05%2026-03-312026-05-06

VENTURE GLOBAL INC VENTURE GLOBAL INC98.6K shares-4.06%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR14.1K shares-0.62%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP8.0K shares0.49%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T2.0K shares1.52%2026-03-312026-05-06

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II17.8K shares0.53%2026-03-312026-05-06

PG PROCTER & GAMBLE CO6.2K shares-2.00%2026-03-312026-05-06

IWF ISHARES TR1.7K shares0.06%2026-03-312026-05-06

NFLX NETFLIX INC.6.8K shares0.00%2026-03-312026-05-06

BAC BANK AMERICA CORP12.2K shares1.48%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION533 shares0.19%2026-03-312026-05-06

VTI VANGUARD INDEX FDS1.6K shares0.31%2026-03-312026-05-06

DX DYNEX CAP INC34.8K shares15.58%2026-03-312026-05-06

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UBER UBER TECHNOLOGIES INC5.9K shares0.00%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS692 shares0.29%2026-03-312026-05-06

TSLA TESLA INC1.0K shares0.00%2026-03-312026-05-06

PDI PIMCO DYNAMIC INCOME FD21.8K sharesnew addition2026-03-312026-05-06

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN17.5K shares12.44%2026-03-312026-05-06

QCOM QUALCOMM INC2.9K shares-12.44%2026-03-312026-05-06

AGNC AGNC INVT CORP34.7K shares0.00%2026-03-312026-05-06

FBT FIRST TR EXCHANGE-TRADED FD1.5K shares-2.06%2026-03-312026-05-06

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SDIV GLOBAL X FDS12.1K shares1.94%2026-03-312026-05-06

STWD STARWOOD PPTY TR INC14.4K shares27.50%2026-03-312026-05-06

GAB GABELLI EQUITY TR INC43.1K shares29.89%2026-03-312026-05-06

IWP ISHARES TR1.7K shares0.00%2026-03-312026-05-06

JPC NUVEEN PFD & INCOME OPPORTUN28.6K shares9.93%2026-03-312026-05-06

AMAT APPLIED MATLS INC596 sharesnew addition2026-03-312026-05-06

FDUS FIDUS INVT CORP10.9K shares4.39%2026-03-312026-05-06

BMNU ETF OPPORTUNITIES TRUST13.0K sharesnew addition2026-03-312026-05-06

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GABELLI EQUITY TR INC GABELLI EQUITY TR INC33.2K sharesnew addition2026-03-312026-05-06

NVDA

NVIDIA CORPORATION

-0.14%

Shares137.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.37%

Shares35.6K

Event2026-03-31

Filed2026-05-06

SGOV

ISHARES TR

24.69%

Shares92.2K

Event2026-03-31

Filed2026-05-06

EVT

EATON VANCE TAX ADVT DIV INC

10.51%

Shares341.6K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

0.05%

Shares30.2K

Event2026-03-31

Filed2026-05-06