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William Reid Culp III

Tagstone Capital, Inc.

Assets Managed
$282.816M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
5.34%(2Q avg: 5.86%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Tagstone Capital, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Tagstone Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 282.816M in assets, with a quarterly growth rate of 5.34% and a 2-quarter average growth rate of 5.86%. The portfolio is managed by William Reid Culp III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.86%
8.23%
$23.268M
35,621 shares@ $653.22 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.95%
6.38%
$18.022M
217,792 shares@ $82.76 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.27%
4.91%
$13.865M
66,573 shares@ $208.27 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 4.75%
4.49%
$12.697M
129,681 shares@ $97.92 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 1.57%
4.48%
$12.657M
159,669 shares@ $79.27 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Decreased -18.36%
4.1%
$11.575M
228,259 shares@ $50.71 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 6.39%
4.03%
$11.391M
23,772 shares@ $479.2 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Decreased -6.4%
2.59%
$7.303M
97,174 shares@ $75.16 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 1.13%
2.3%
$6.503M
104,131 shares@ $62.46 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.63%
2.23%
$6.29M
111,178 shares@ $56.59 avg price

1-10 of 137