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Portfolio (Quarterly) Guide ↗

Touchstone Capital, Inc.

· CIK 0001843283
13F Portfolio $195M AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 49 New
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BHP BHP GROUP LTD Basic Materials 5,997.0 $334K 0.17% NEW $55.75 +51.4%
42 COP CONOCOPHILLIPS Energy 3,130.0 $296K 0.15% NEW $94.59 +25.8%
43 EQAL INVESCO EXCH TRADED FD TR II 5,496.0 $286K 0.15% NEW $52.00 +9.4%
44 CGDV CAPITAL GROUP DIVIDEND VALUE 6,674.0 $281K 0.14% NEW $42.03 +13.8%
45 BAC BANK AMERICA CORP Financial Services 5,161.0 $266K 0.14% NEW $51.59 -3.5%
46 ABBV ABBVIE INC Healthcare 1,057.0 $245K 0.12% NEW $231.56 -9.1%
47 PSX PHILLIPS 66 Energy 1,745.0 $237K 0.12% NEW $136.02 +26.1%
48 GE GE AEROSPACE Industrials 688.0 $207K 0.11% NEW $300.83 -3.1%
49 EQT EQT CORP Energy 3,725.0 $203K 0.10% NEW $54.43 +3.9%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Consumer Cyclical 15.7%
Communication Services 10.6%
Financial Services 10.0%
Healthcare 9.9%
Consumer Defensive 8.9%
Energy 8.6%
Industrials 1.8%
Basic Materials 0.7%