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Kingstone Capital Partners Texas, LLC 13F Filings, Portfolio & Analysis

CIK: 0002057208
Frisco 6160 Warren Parkway
Zip Code: 75034
Latest Portfolio Value
$187.78 M
+15.61%
Total Holdings
60
4
Latest Report Date
Q2 2026
Top 10 Concentration
55.94%

Kingstone Capital Partners Texas, LLC — Portfolio Overview & Company Profile

Kingstone Capital Partners Texas, LLC (CIK: 0002057208) is a financial institution headquartered at 6160 Warren Parkway, , Frisco, Texas 75034. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $187.78 M, comprising 60 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 55.9%. Quarterly turnover: 6.5%. ▲ 9 new, +28 added, −20 reduced, ×5 exited.

Portfolio Summary (Q2 2026)

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+15.61%
$187.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
135,456 $27.1 M 14.43% ▼ 2,265 Reduce -1.6%
35,646 $12.59 M 6.71% ▲ 48 Add 0.1%
103,266 $10.4 M 5.54% ▲ 11,092 Add 12.0%
Eaton Vance Tax-Adv Dvd
N/A
369,491 $10.23 M 5.45% ▲ 27,866 Add 8.2%
29,688 $8.59 M 4.57% ▼ 486 Reduce -1.6%
44,095 $8.4 M 4.47% ▼ 1,511 Reduce -3.3%
32,079 $7.65 M 4.07% ▲ 607 Add 1.9%
12,439 $7.01 M 3.73% ▲ 12,439 New Buy
18,088 $6.75 M 3.59% ▲ 676 Add 3.9%
63,039 $6.32 M 3.37% ▲ 3,433 Add 5.8%

Historical Portfolio Charts