KCPT

Kingstone Capital Partners Texas Portfolio holdings

AUM $171M
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$4.58M
3
+$3.05M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.42M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.3M

Top Sells

1
+$3.37M
2
+$2.35M
3
+$2.22M
4
CVX icon
Chevron
CVX
+$2.15M
5
BX icon
Blackstone
BX
+$1.89M

Sector Composition

1 Technology 27.63%
2 Financials 10.49%
3 Communication Services 9.89%
4 Consumer Discretionary 5.27%
5 Consumer Staples 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.84%
17,592
-9,206
27
$1.25M 0.82%
2,027
+17
28
$1.13M 0.73%
+4,621
29
$1.12M 0.73%
10,294
-230
30
$1.02M 0.67%
+2,797
31
$961K 0.63%
7,180
32
$939K 0.61%
5,898
-3,051
33
$731K 0.48%
1,723
-748
34
$555K 0.36%
5,946
-31
35
$542K 0.35%
548
-15
36
$518K 0.34%
+10,956
37
$489K 0.32%
1,610
38
$389K 0.25%
684
39
$377K 0.25%
2,791
-9,918
40
$332K 0.22%
1,046
-60
41
$285K 0.19%
+3,112
42
$271K 0.18%
+1,912
43
$250K 0.16%
1,552
-126
44
$247K 0.16%
20,252
+5,538
45
$246K 0.16%
10,899
+215
46
$242K 0.16%
12,750
+1,537
47
$234K 0.15%
1,685
-270
48
$228K 0.15%
24,817
+5,622
49
$228K 0.15%
+1,116
50
$213K 0.14%
+11,314
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