Kingstone Capital Partners Texas, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Kingstone Capital Partners Texas, LLC reported 52 stock positions worth $124.2 million. Its top holding was Nvidia (NVDA) at 12.4% of the portfolio, followed by Apple (AAPL, 6.4%) and Eaton Vance Tax-Adv DVD (XEVTX, 6.3%). Compared with Q4 2024, it opened 6 new positions, sold out of 4, added to 21 and reduced 21. The biggest buy was a new position in JPM Nasdaq Equity Premium (JEPQ) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FRISCO, TX
- CIK
- 0002057208
- Portfolio Value
- $124.2M (Q1 2025)
- SEC Filing
- 0001754960-25-000188 ↗ filed Apr 15, 2025
Holdings Value
Holdings 52 stocks · $124.2M
| NVDA Nvidia Corp. | 12.45% | 142,645 | $15.5M | Reduce -0.9% |
| AAPL Apple Inc. | 6.41% | 35,852 | $8.0M | Reduce -0.4% |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | 6.27% | 334,560 | $7.8M | Add +10.9% |
| MSFT Microsoft Corp. | 4.85% | 16,041 | $6.0M | Add +0.4% |
| JEPI JPMorgan Equity Premium Inco | 4.77% | 103,730 | $5.9M | Add +10.1% |
| META Meta Platforms Inc. Class A | 4.56% | 9,823 | $5.7M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 3.74% | 24,435 | $4.6M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.62% | 9,595 | $4.5M | Reduce -3.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 3.59% | 86,163 | $4.5M | New |
| XLE SS Energy Select Sector | 3.06% | 40,723 | $3.8M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 2.92% | 23,251 | $3.6M | Reduce -8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.92% | 6,815 | $3.6M | Reduce -0.9% |
| COF Capital One Financial Corp. | 2.88% | 19,948 | $3.6M | Add +0.5% |
| SGOV iShares 0-3 Month Treasury B | 2.86% | 35,321 | $3.6M | Add +12.7% |
| ETV Eaton Vance T/M Buy-Writ Opp | 2.82% | 265,231 | $3.5M | Add +17.3% |
| XLK SS Technology Select Sector | 2.74% | 16,483 | $3.4M | Reduce -2.7% |
| QID Proshares Ultrashort QQQ | 2.71% | 88,410 | $3.4M | New |
| JPM JPMorgan Chase & Co. | 2.36% | 11,951 | $2.9M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 2.07% | 4,705 | $2.6M | Add +0.3% |
| WMT Walmart Inc. | 1.86% | 26,302 | $2.3M | Add +0.4% |
| XLC SS Comm Select Sector SPDR | 1.84% | 23,698 | $2.3M | Reduce -2.3% |
| CVX Chevron Corp. | 1.73% | 12,835 | $2.1M | Reduce -12.3% |
| SPLV Invesco S&P 500 Low Volatili | 1.61% | 26,798 | $2.0M | Reduce -5.3% |
| PG The Procter & Gamble Co. | 1.59% | 11,602 | $2.0M | Add +0.2% |
| XLF SS Financial Select Sector | 1.56% | 39,010 | $1.9M | Reduce -1.7% |
| BX Blackstone Inc. | 1.52% | 13,493 | $1.9M | New |
| XLV SS Health Care Select Sector | 1.49% | 12,709 | $1.9M | Reduce -3.3% |
| QCOM Qualcomm Inc. | 1.11% | 8,949 | $1.4M | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 2,010 | $1.1M | Reduce -0.3% |
| XLY SS Consumer Disc Select Sect | 0.84% | 5,262 | $1.0M | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 0.72% | 2,471 | $892K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.54% | 718 | $670K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.51% | 7,686 | $636K | Reduce -10.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.45% | 10,786 | $565K | Reduce -12.1% |
| COST Costco Wholesale Corp. | 0.43% | 563 | $532K | Add +0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.39% | 3,631 | $480K | Reduce -8.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 1,610 | $442K | Add +0.1% |
| UBER Uber Technologies Inc. | 0.35% | 5,977 | $435K | Add +0.5% |
| IAT iShares US Regional Banks Et | 0.33% | 8,732 | $407K | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.28% | 684 | $352K | Add +0.3% |
| TSLA Tesla Inc. | 0.23% | 1,106 | $287K | No change |
| FBT First Trust Nyse Arca Biotec | 0.23% | 1,678 | $285K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 1,955 | $230K | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 3,318 | $230K | No change |
| SDIV Global X Superdividend ETF | 0.18% | 10,684 | $224K | New |
| PDI PIMCO Dynamic Income Fund | 0.18% | 11,213 | $222K | Add +10.2% |
| DX Dynex Capital Inc. | 0.15% | 14,714 | $192K | New |
| AGNC AGNC Investment Corp. | 0.15% | 19,195 | $184K | Add +4.8% |
| PCF High Income Securities Fund | 0.13% | 25,114 | $167K | New |
| GAB Gabelli Equity Trust | 0.12% | 26,996 | $149K | Add +6.4% |
| JPC Nuveen Prefered & Income Opp | 0.12% | 18,598 | $148K | Add +10.1% |
| BBDC Barings BDC Inc. | 0.11% | 14,870 | $142K | Add +5.6% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.9% | 12.45% | −3.26 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −1.46 |
| GOOG Alphabet Inc. Class C | Reduce -8.6% | 2.92% | −1.01 |
| AAPL Apple Inc. | Reduce -0.4% | 6.41% | −0.91 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 3.74% | −0.63 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 3.62% | −0.50 |
| XLK SS Technology Select Sector | Reduce -2.7% | 2.74% | −0.46 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 4.56% | −0.17 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.17 |
| XLY SS Consumer Disc Select Sect | Reduce -1.5% | 0.84% | −0.14 |
| MFIC Midcap Financial Investment | Sold out | 0.00% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.72% | −0.09 |
| XLC SS Comm Select Sector SPDR | Reduce -2.3% | 1.84% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -12.1% | 0.45% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.2% | 0.51% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.90% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 1.11% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -5.3% | 1.61% | +0.00 |
| XLF SS Financial Select Sector | Reduce -1.7% | 1.56% | +0.00 |
| CVX Chevron Corp. | Reduce -12.3% | 1.73% | +0.01 |
| XLV SS Health Care Select Sector | Reduce -3.3% | 1.49% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -8.8% | 0.39% | +0.11 |
| XLE SS Energy Select Sector | Reduce -0.6% | 3.06% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.92% | +0.39 |
Portfolio Buys Q4 2024 → Q1 2025
| JEPQ JPM Nasdaq Equity Premium | New | 3.59% | +3.59 |
| QID Proshares Ultrashort QQQ | New | 2.71% | +2.71 |
| BX Blackstone Inc. | New | 1.52% | +1.52 |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | Add +10.9% | 6.27% | +0.37 |
| JEPI JPMorgan Equity Premium Inco | Add +10.1% | 4.77% | +0.37 |
| SGOV iShares 0-3 Month Treasury B | Add +12.7% | 2.86% | +0.31 |
| SDIV Global X Superdividend ETF | New | 0.18% | +0.18 |
| ETV Eaton Vance T/M Buy-Writ Opp | Add +17.3% | 2.82% | +0.17 |
| DX Dynex Capital Inc. | New | 0.15% | +0.15 |
| PCF High Income Securities Fund | New | 0.13% | +0.13 |
| UBER Uber Technologies Inc. | Add +0.5% | 0.35% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 2.36% | +0.04 |
| PDI PIMCO Dynamic Income Fund | Add +10.2% | 0.18% | +0.03 |
| PG The Procter & Gamble Co. | Add +0.2% | 1.59% | +0.01 |
| JPC Nuveen Prefered & Income Opp | Add +10.1% | 0.12% | +0.01 |
| AGNC AGNC Investment Corp. | Add +4.8% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.43% | +0.01 |
| GAB Gabelli Equity Trust | Add +6.4% | 0.12% | +0.01 |
| BBDC Barings BDC Inc. | Add +5.6% | 0.11% | +0.00 |
| COF Capital One Financial Corp. | Add +0.5% | 2.88% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.28% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.19% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.36% | −0.02 |
| IAT iShares US Regional Banks Et | Add +0.6% | 0.33% | −0.03 |
| WMT Walmart Inc. | Add +0.4% | 1.86% | −0.06 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 2.07% | −0.11 |
| MSFT Microsoft Corp. | Add +0.4% | 4.85% | −0.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 60 | $187.8M | NVDA, GOOG, SGOV, XEVTX, AAPL |
| Q1 2026 | 56 | $162.4M | NVDA, GOOG, SGOV, XEVTX, AAPL |
| Q4 2025 | 58 | $171.4M | NVDA, GOOG, MSFT, AAPL, META |
| Q3 2025Amended | 58 | $172.3M | NVDA, MSFT, META, GOOG, HOOD |
| Q2 2025Amended | 55 | $153.2M | SGOV, NVDA, META, MSFT, XEVTX |
| Q1 2025 | 52 | $124.2M | NVDA, AAPL, XEVTX, MSFT, JEPI |
| Q4 2024 | 50 | $123.1M | NVDA, AAPL, XEVTX, MSFT, META |