Kingstone Capital Partners Texas, LLC

The portfolio demonstrates a hybrid investment strategy, blending concentrated growth positions with income-generating instruments. The firm employs a "barbell" approach of sorts, maintaining heavy exposure to high-volatility technology and communication services sectors while simultaneously allocating roughly 27% of the portfolio to ETFs and closed-end funds focused on income and dividends. The top 10 holdings account for approximately 66.7% of the total portfolio value, indicating a preference for high conviction in core positions rather than broad over-diversification.

Key Holdings

The portfolio is dominated by large-cap technology and communication leaders, with NVIDIA (NVDA) serving as the clear anchor holding. NVDA represents 22.76% of the total portfolio ($25.78M), a concentration level that signals strong conviction in the AI semiconductor space. This position was increased during the quarter, reinforcing its status as the firm's primary growth driver.