SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Kingstone Capital Partners Texas, LLC

CIK 0002057208 · 6160 WARREN PARKWAY, FRISCO, TX, 75034 · 8663611600

Reported Value
$124M
Q1 2025
Positions
52
Filings on Record
8
2019–present window
Filed
Apr 15, 2025
original filing

Summary

Kingstone Capital Partners Texas, LLC reported $124M in U.S.-listed holdings across 52 positions for Q1 2025.

Its largest position, NVDA, represents 12.4% of the portfolio.

Compared with Q4 2024, the fund opened 6 new positions and exited 4.

Portfolio Metrics

Turnover
+9.9%
vs prior filed quarter
Top-10 Concentration
+53.3%
share of reported value
Largest Position
+12.4%
Nvidia Corporation
New / Exited
6 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $123MQ4 ’24Q1 ’25: $124MQ1 ’25Q2 ’25: $153MQ2 ’25Q3 ’25: $172MQ3 ’25Q4 ’25: $171MQ4 ’25Q1 ’26: $162MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 54.6%ETP: 34.9%Closed-End Fund: 9.6%ADR: 0.6%REIT: 0.3%
  • Common Stock · 54.6% · $68M
  • ETP · 34.9% · $43M
  • Closed-End Fund · 9.6% · $12M
  • ADR · 0.6% · $710,000
  • REIT · 0.3% · $376,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
J P MORGAN EXCHANGE TRADED FNEW+86.2K86.2K+$4M$4M
PROSHARES TRNEW+88.4K88.4K+$3M$3M
BXBLACKSTONE INCNEW+13.5K13.5K+$2M$2M
GLOBAL X FDSNEW+10.7K10.7K+$224,000$224,000
DYT1DYNEX CAP INCNEW+14.7K14.7K+$192,000$192,000
PCFHIGH INCOME SECS FDNEW+25.1K25.1K+$167,000$167,000
MAMASTERCARD INCORPORATEDSOLD OUT3.4K0$2M$0
AMDADVANCED MICRO DEVICES INCSOLD OUT1.9K0$231,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

38 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM12.45%$15M142.6K
2XLESELECT SECTOR SPDR TRENERGY · TECHNOLOGY · COMMUNICATION · FINANCIAL · SBI HEALTHCARE · SBI CONS DISCR11.54%$14M137.9K
3J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM · NASDAQ EQT PREM8.36%$10M189.9K
4AAPLAPPLE INChistory →COM6.41%$8M35.9K
5EVJEATON VANCE TAX ADVT DIV INChistory →COM6.27%$8M334.6K
6ISHARES TR0-3 MNTH TREASRY · RUS 1000 GRW ETF · 1 3 YR TREAS BD · ISHS 1-5YR INVS · US REGNL BKS ETF · RUS MD CP GR ETF5.06%$6M67.0K
7MSFTMICROSOFT CORPhistory →COM4.85%$6M16.0K
8METAMETA PLATFORMS INChistory →CL A4.56%$6M9.8K
9AMZNAMAZON COM INChistory →COM3.74%$5M24.4K
10NDQINVESCO QQQ TRhistory →UNIT SER 13.62%$4M9.6K
11GOOGALPHABET INChistory →CAP STK CL C2.92%$4M23.3K
12BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.92%$4M6.8K
13COFCAPITAL ONE FINL CORPhistory →COM2.88%$4M19.9K
14EATON VANCE TAX-MANAGED BUY-COM2.82%$4M265.2K
15PROSHARES TRULTRASHORT QQQ2.71%$3M88.4K
16JPMJPMORGAN CHASE & CO.history →COM2.36%$3M12.0K
17GSGOLDMAN SACHS GROUP INChistory →COM2.07%$3M4.7K
18WMTWALMART INChistory →COM1.86%$2M26.3K
19CHVCHEVRON CORP NEWhistory →COM1.73%$2M12.8K
20INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL1.61%$2M26.8K
21PGPROCTER AND GAMBLE COhistory →COM1.59%$2M11.6K
22BXBLACKSTONE INChistory →COM1.52%$2M13.5K
23QCOMQUALCOMM INChistory →COM1.11%$1M8.9K
24SPDR S&P 500 ETF TRTR UNIT0.90%$1M2.0K
25VANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS0.64%$794,0002.3K
26NFLXNETFLIX INCCOM0.54%$670,000718
27COSTCOSTCO WHSL CORP NEWCOM0.43%$532,000563
28BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.39%$480,0003.6K
29UBERUBER TECHNOLOGIES INCCOM0.35%$435,0006.0K
30TSLATESLA INCCOM0.23%$287,0001.1K
31FIRST TR EXCHANGE-TRADED FDNY ARCA BIOTECH0.23%$285,0001.7K
32NVONOVO-NORDISK A SADR0.19%$230,0003.3K
33GLOBAL X FDSSUPERDIVIDEND0.18%$224,00010.7K
34PDIPIMCO DYNAMIC INCOME FDSHS0.18%$222,00011.2K
35DYT1DYNEX CAP INCCOM0.15%$192,00014.7K
36AGNCAGNC INVT CORPCOM0.15%$184,00019.2K
37PCFHIGH INCOME SECS FDSHS BEN INT0.13%$167,00025.1K
38GABGABELLI EQUITY TR INCCOM0.12%$149,00027.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$162M57May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$171M58Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$172M58Oct 28, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$153M55Jul 22, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$124M52Apr 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$123M50Feb 20, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.