Kingstone Capital Partners Texas, LLC
Kingstone Capital Partners Texas, LLC is a registered investment adviser headquartered in Frisco, Texas. The firm manages investment portfolios for individuals (including high net worth individuals) and corporate clients. As of March 2025, it manages over $158 million in assets and employs 8 people, with the majority being investment professionals. Kingstone Capital focuses on offering discretionary investment management services, primarily serving clients across the United States.
Investment Strategy
Kingstone Capital Partners Texas, LLC provides discretionary investment management services, constructing diverse portfolios that heavily utilize publicly traded equities, funds, and select fixed income instruments. Their client base consists predominantly of individual and high net worth investors, and they invest across a range of sectors, with notable allocations to technology, financials, and core S&P companies. Positions are selected based on a fundamental analysis process aiming to achieve long-term capital growth. The firm’s top holdings include blue chip technology names (such as Nvidia, Microsoft, Apple, Meta, Amazon) as well as diversified funds, suggesting a focus on growth-sector leadership balanced with lower-risk diversified vehicles.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 14.67% | $22.5M | 223,157 | $100.64 | $100.70 | $0 |
N NVDA | NVIDIA CORPORATION | 13.77% | $21.1M | 133,474 | $134.29 | $186.58 | $0 |
M META | META PLATFORMS INC | 5.66% | $8.7M | 11,737 | $610.39 | $734.38 | $0 |
M MSFT | MICROSOFT CORP | 5.06% | $7.8M | 15,588 | $421.31 | $517.95 | $0 |
E EVT | EATON VANCE TAX ADVT DIV INC | 4.73% | $7.2M | 300,527 | $23.97 | $24.45 | $0 |