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
51
$184K 0.12%
+15,011
52
$175K 0.11%
27,616
+2,502
53
$159K 0.1%
19,818
+1,220
54
$157K 0.1%
26,996
55
$155K 0.1%
16,933
+2,063
56
– –
-3,631
57
– –
-13,493
58
– –
-12,835
59
– –
-8,732
60
– –
-10,786
61
– –
-3,318
62
– –
-88,410
63
– –
-7,686
1 2
3