What does Firestone Capital Management hold?

Firestone Capital Management's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1799964.

What is Firestone Capital Management's AUM?

Firestone Capital Management reported approximately $537.0M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $806.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Firestone Capital Management's holdings?

All Firestone Capital Management holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1799964. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Firestone Capital Management's 13F data updated on 13F Pro?

Firestone Capital Management's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Firestone Capital Management

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1799964

Institutional-grade research for retail investors

Sector Allocation

Other84.6%$454.4M
Financials7.3%$39.1M
Technology4.0%$21.7M
Energy0.9%$4.8M
Industrials0.9%$4.7M
Consumer Discretionary0.8%$4.1M
Utilities0.6%$3.4M
Consumer Staples0.4%$2.2M
Healthcare0.3%$1.8M
Communication Services0.1%$735,887

AUM History

13fpro.ai/research/fund/firestone-capital-management-1799964

Conviction and streaks

Stable · top 10 = 49.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.5% weight · held 10 quarters

$Conviction hold6.2% weight · held 10 quarters

$SPYConviction hold6.2% weight · held 10 quarters

$Conviction hold5.6% weight · held 10 quarters

$Conviction hold4.8% weight · held 10 quarters

$Accumulating+123% shares · 9 quarters running

$Accumulating+9% shares · 9 quarters running

$QQQAccumulating+153% shares · 9 quarters running

$Accumulating+22% shares · 9 quarters running

$Accumulating+7% shares · 9 quarters running

$Trimming-4% shares · 6 quarters running

$Trimming-7% shares · 5 quarters running

$Trimming-8% shares · 3 quarters running

$MDYTrimming-4% shares · 3 quarters running

$AAPLTrimming-7% shares · 3 quarters running

Largest positions — Q2 2026

VANGUARD
$34.7M
VANGUARD
$33.5M
SPY
$33.3M
VANGUARD
$29.8M
VANGUARD
$25.7M
VANGUARD
$25.4M
SCHWAB
$24.4M
VANGUARD
$22.5M
VANGUARD
$17.4M
ISHARES
$16.4M
VANGUARD
$13.2M
ISHARES
$11.7M
SCHWAB
$11.7M
SCHWAB
$10.1M
VANGUARD
$10.0M
IVZ
$10.0M
SCHWAB
$10.0M
J
$9.2M
ISHARES
$9.0M
SCHWAB
$6.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/firestone-capital-management-1799964

Firestone Capital Management 13F holdings — Q2 2026

$537.0M portfolio (+11.8% QoQ) · 168 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio

1
VANGUARD INDEX FDS - EXTEND MKT ETF
$34.7M
6.5% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$33.5M
6.2% of stocks
+0.2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
SPDR S&P 500 ETF TRUST
$SPY
$33.3M
6.2% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - TOTAL STK MKT
$29.8M
5.6% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$25.7M
4.8% of stocks
+5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - VALUE ETF
$25.4M
4.7% of stocks
+1.0%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$24.4M
4.5% of stocks
+0.9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$22.5M
4.2% of stocks
+0.5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - REAL ESTATE ETF
$17.4M
3.2% of stocks
+1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
ISHARES TR - CORE UNIVRSL USD
$16.4M
3.0% of stocks
+0.8%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - EXTEND MKT ETF	$34.7M	6.5%	+2%	—	—	—	—
2	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$33.5M	6.2%	+0.2%	—	—	—	—
3	SPDR S&P 500 ETF TRUST$SPY	$33.3M	6.2%	+2%	—	—	—	—
4	VANGUARD INDEX FDS - TOTAL STK MKT	$29.8M	5.6%	+3%	—	—	—	—
5	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$25.7M	4.8%	+5%	—	—	—	—
6	VANGUARD INDEX FDS - VALUE ETF	$25.4M	4.7%	+1.0%	—	—	—	—
7	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$24.4M	4.5%	+0.9%	—	—	—	—
8	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$22.5M	4.2%	+0.5%	—	—	—	—
9	VANGUARD INDEX FDS - REAL ESTATE ETF	$17.4M	3.2%	+1%	—	—	—	—
10	ISHARES TR - CORE UNIVRSL USD	$16.4M	3.0%	+0.8%	—	—	—	—

All holdings — Firestone Capital Management (Q2 2026)

Sort

168 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD INDEX FDS - SM CP VAL ETFetf/fund	—	$13.2M	2.5%	54K	+4%	—	—	13F
12	—	ISHARES TR - RUS 1000 ETFetf/fund	—	$11.7M	2.2%	29K	-1%	—	—	13F
13	—	SCHWAB STRATEGIC TR - US REIT ETFetf/fund	—	$11.7M	2.2%	492K	+3%	—	—	13F
14	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$10.1M	1.9%	191K	+6%	—	—	13F
15	—	VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund	—	$10.0M	1.9%	198K	-0.4%	—	—	13F
16	$IVZ	Invesco Ltd.	Financials	$10.0M	1.9%	47K	+3%	—	—	13F
17	—	SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund	—	$10.0M	1.9%	360K	+3%	—	—	13F
18	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund	—	$9.2M	1.7%	183K	+45%	—	—	13F
19	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$9.0M	1.7%	90K	-3%	—	—	13F
20	—	SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund	—	$6.8M	1.3%	235K	-0.9%	—	—	13F
21	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$6.3M	1.2%	8,893	-1%	—	—	13F
22	—	ISHARES TR - CORE MSCI TOTALetf/fund	—	$5.7M	1.1%	59K	+15%	—	—	13F
23	—	INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETFetf/fund	—	$5.6M	1.1%	33K	-1%	—	—	13F
24	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EXetf/fund	—	$5.2M	1.0%	51K	-13%	—	—	13F
25	$AAPL	Apple Inc.	Technology	$5.0M	0.9%	17K	-0.6%	—	AI quality score is Pro: unlock with a free trial	13F
26	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$4.9M	0.9%	72K	+9%
27	—	ISHARES TR - RUSSELL 2000 ETF	—	$4.8M	0.9%	16K	+1%
28	—	SPDR SERIES TRUST - ST STR SP DIV	—	$4.8M	0.9%	32K	-0.6%
29	$IAU	ISHARES GOLD TRUST	Financials	$4.0M	0.8%	53K	-10%
30	$META	Meta Platforms, Inc.	Technology	$3.8M	0.7%	6,795	+6%
31	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$3.7M	0.7%	52K	-2%
32	—	ISHARES TR - CORE S&P500 ETF	—	$3.4M	0.6%	4,508	+7%
33	$MSFT	MICROSOFT CORP	Technology	$3.4M	0.6%	9,020	+7%
34	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$3.2M	0.6%	90K	-0.9%
35	$NEE	NEXTERA ENERGY INC	Utilities	$3.0M	0.6%	34K	+0.1%
36	—	PACER FDS TR - US CASH COWS 100	—	$2.9M	0.5%	47K	+0.2%
37	$IVZ	Invesco Ltd.	Financials	$2.8M	0.5%	37K	—
38	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.7M	0.5%	5,483	+4%
39	$GLD	SPDR GOLD TRUST	Financials	$2.7M	0.5%	7,427	-0.2%
40	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$2.6M	0.5%	52K	+28%
41	$IAUM	iShares Gold Trust Micro	Financials	$2.6M	0.5%	66K	+113%
42	—	ISHARES TR - CORE MSCI EAFE	—	$2.6M	0.5%	27K	-0.7%
43	$XOM.R34088	EXXON MOBIL CORP	Energy	$2.5M	0.5%	18K	-18%
44	$IVZ	Invesco Ltd.	Financials	$2.4M	0.5%	21K	+0.0%
45	$GOOGL	Alphabet Inc.	Technology	$2.3M	0.4%	6,394	+2%
46	—	ISHARES TR - CORE S&P SCP ETF	—	$2.2M	0.4%	15K	+28%
47	$GS	GOLDMAN SACHS GROUP INC	Financials	$2.0M	0.4%	21K	+34%
48	$GOOG	Alphabet Inc.	Technology	$1.7M	0.3%	4,942	+5%
49	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$1.7M	0.3%	20K	+12%
50	—	ISHARES TR - HDG MSCI EAFE	—	$1.6M	0.3%	35K	—
51	—	PACER FDS TR - US SM CAP CA ETF	—	$1.6M	0.3%	32K	+0.1%
52	—	SPDR SERIES TRUST - ST STR SP600SM C	—	$1.6M	0.3%	15K	+0.4%
53	—	ISHARES TR - RUSSELL 3000 ETF	—	$1.6M	0.3%	3,732	+0.1%
54	—	ISHARES TR - MSCI EAFE ETF	—	$1.6M	0.3%	15K	-2%
55	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.5M	0.3%	6,391	+9%
56	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$1.5M	0.3%	30K	+0.4%
57	$NVDA	NVIDIA CORP	Technology	$1.4M	0.3%	7,243	+44%
58	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.4M	0.3%	1,861	+6%
59	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.3M	0.2%	3,719	+0.2%
60	$CVX	CHEVRON CORP	Energy	$1.2M	0.2%	7,484	+0.1%
61	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.2M	0.2%	41K	+0.2%
62	$CAT	CATERPILLAR INC	Industrials	$1.2M	0.2%	1,108	-0.4%
63	$NSC	NORFOLK SOUTHERN CORP	Industrials	$1.2M	0.2%	3,715	—
64	$IVZ	Invesco Ltd.	Financials	$1.1M	0.2%	3,792	+8%
65	—	ISHARES TR - MSCI INTL QUALTY	—	$1.1M	0.2%	23K	+1%
66	$JPM	JPMORGAN CHASE & CO	Financials	$1.1M	0.2%	3,451	-0.3%
67	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.1M	0.2%	3,944	—
68	—	SPDR INDEX SHS FDS - ST STR NAT ETF	—	$1.1M	0.2%	16K	+0.2%
69	—	ISHARES TR - US AER DEF ETF	—	$1.1M	0.2%	4,426	—
70	—	VANGUARD INDEX FDS - GROWTH ETF	—	$998K	0.2%	12K	+621%
71	$UNP	UNION PACIFIC CORP	Industrials	$995K	0.2%	3,657	+0.8%
72	—	ISHARES TR - RUS 2000 VAL ETF	—	$978K	0.2%	4,422	—
73	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$939K	0.2%	1,368	+7%
74	—	ISHARES INC - CORE MSCI EMKT	—	$921K	0.2%	11K	+2%
75	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$921K	0.2%	25K	+0.1%
76	$JNJ	JOHNSON & JOHNSON	Healthcare	$908K	0.2%	3,575	-8%
77	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$906K	0.2%	18K	—
78	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETF	—	$895K	0.2%	23K	+3%
79	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$838K	0.2%	26K	+3%
80	$TSLA	Tesla, Inc.	Consumer Discretionary	$817K	0.1%	1,942	-16%
81	—	ISHARES TR - MSCI USA QLT FCT	—	$813K	0.1%	3,707	+0.2%
82	—	VANGUARD WORLD FD - ESG US STK ETF	—	$786K	0.1%	5,942	+0.2%
83	$BNY	Bank of New York Mellon Corp	Financials	$783K	0.1%	5,413	—
84	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$778K	0.1%	13K	+8%
85	$IVZ	Invesco Ltd.	Financials	$770K	0.1%	14K	—
86	—	ISHARES TR - CORE S&P US VLU	—	$765K	0.1%	6,942	—
87	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$750K	0.1%	20K	—
88	$TT	Trane Technologies plc	Technology	$737K	0.1%	1,500	—
89	$FLEX	FLEX LTD.	Technology	$734K	0.1%	8,160	—
90	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	—	$720K	0.1%	12K	—
91	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$708K	0.1%	756	+3%
92	$KO	COCA COLA CO	Consumer Staples	$707K	0.1%	8,696	-58%
93	—	GLOBAL X FDS - S&P 500 CATHOLIC	—	$687K	0.1%	7,767	-2%
94	—	UNIFIED SER TR - ONEASCENT INTL	—	$661K	0.1%	14K	+7%
95	—	ISHARES TR - GLB INFRASTR ETF	—	$581K	0.1%	8,726	+0.3%
96	—	GLOBAL X FDS - GLB X MLP ENRG I	—	$576K	0.1%	7,823	+3%
97	$WMT	Walmart Inc.	Consumer Staples	$573K	0.1%	5,056	-2%
98	$MS	MORGAN STANLEY	Financials	$514K	0.1%	2,461	+4%
99	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$510K	0.1%	9,594	+27%
100	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$509K	0.1%	10K	+24%
101	—	ISHARES TR - RUS MDCP VAL ETF	—	$495K	0.1%	3,010	—
102	—	ISHARES TR - CORE HIGH DV ETF	—	$493K	0.1%	18K	+400%
103	—	VANGUARD MALVERN FDS - CORE-PLUS BD ETF	—	$465K	0.1%	5,999	+1%
104	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$459K	0.1%	1,515	+10%
105	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$457K	0.1%	12K	-4%
106	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$443K	0.1%	2,010	—
107	$T	AT&T INC.	Communication Services	$443K	0.1%	21K	+0.2%
108	$RY	ROYAL BANK OF CANADA	Financials	$442K	0.1%	2,134	—
109	$ALL	ALLSTATE CORP	Financials	$438K	0.1%	1,839	—
110	$INTC	INTEL CORP	Technology	$425K	0.1%	3,046	New
111	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$424K	0.1%	13K	+0.1%
112	$SO	SOUTHERN CO	Utilities	$422K	0.1%	4,408	—
113	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$414K	0.1%	8,003	—
114	$AXP	AMERICAN EXPRESS CO	Financials	$411K	0.1%	1,215	—
115	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$396K	0.1%	8,287	—
116	—	ISHARES TR - 3 7 YR TREAS BD	—	$392K	0.1%	3,338	-20%
117	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$391K	0.1%	2,475	+0.4%
118	$WBS	WEBSTER FINANCIAL CORP	Financials	$389K	0.1%	5,093	—
119	$OKE	ONEOK INC /NEW/	Energy	$385K	0.1%	4,424	—
120	$HEI	HEICO CORP	Industrials	$380K	0.1%	1,066	—
121	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$378K	0.1%	4,586	+5%
122	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$375K	0.1%	8,717	—
123	—	ISHARES TR - U.S. TECH ETF	—	$373K	0.1%	1,480	—
124	$GS	GOLDMAN SACHS GROUP INC	Financials	$368K	0.1%	364	+0.3%
125	—	ISHARES TR - RUSEL 2500 ETF	—	$367K	0.1%	4,000	—
126	$MRK	Merck & Co., Inc.	Healthcare	$355K	0.1%	2,760	+0.8%
127	$GE	GENERAL ELECTRIC CO	Industrials	$334K	0.1%	894	-7%
128	$TD	TORONTO DOMINION BANK	Financials	$333K	0.1%	2,740	—
129	—	VANGUARD WORLD FD - ENERGY ETF	—	$331K	0.1%	2,203	+0.0%
130	$SGOL	abrdn Gold ETF Trust	Financials	$325K	0.1%	8,511	+43%
131	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$321K	0.1%	6,365	—
132	—	VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX	—	$315K	0.1%	950	-5%
133	—	CAMBRIA ETF TR - TAIL RISK	—	$314K	0.1%	30K	—
134	—	LITMAN GREGORY FDS TR - IMGP DBI MAN ETF	—	$308K	0.1%	10K	—
135	—	ISHARES TR - ESG MSCI LEADR	—	$308K	0.1%	2,319	+0.2%
136	—	ISHARES TR - SHRT NAT MUN ETF	—	$301K	0.1%	2,823	+0.6%
137	$BTC	Grayscale Bitcoin Mini Trust ETF	Financials	$299K	0.1%	12K	+37%
138	$MMM	3M CO	Healthcare	$295K	0.1%	1,825	—
139	$PDFS	PDF SOLUTIONS INC	Technology	$283K	0.1%	4,000	New
140	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	—	$281K	0.1%	11K	—
141	$ARCC	ARES CAPITAL CORP	Other	$275K	0.1%	15K	—
142	—	LISTED FDS TR - ROUN MA SEVE ETF	—	$269K	0.1%	4,182	—
143	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$260K	0.1%	6,005	—
144	$HODL	VanEck Bitcoin ETF	Financials	$257K	0.1%	15K	-54%
145	—	ISHARES TR - US INFRASTRUC	—	$256K	0.1%	4,064	—
146	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$255K	0.1%	5,038	-9%
147	$CSCO	CISCO SYSTEMS, INC.	Technology	$251K	0.1%	2,141	New
148	—	ISHARES TR - SELECT DIVID ETF	—	$250K	0.1%	1,601	—
149	—	ISHARES TR - RUS MID CAP ETF	—	$245K	0.1%	2,224	—
150	$ABBV	AbbVie Inc.	Healthcare	$245K	0.1%	973	-75%

What changed in Q2 2026

Against the previous quarter's 13F: 11 new, 77 added to, 31 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

$INTCINTEL CORP$425K
first bought this quarter
$PDFSPDF SOLUTIONS INC$283K
first bought this quarter
$CSCOCISCO SYSTEMS, INC.$251K
first bought this quarter
$AVGOBroadcom Inc.$239K
first bought this quarter
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW$227K
first bought this quarter
$GEVGE Vernova Inc.$224K
first bought this quarter

+5 more in the Excel export

Added to (77)

J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+45%
now $9.2M
$IAUMiShares Gold Trust Micro+113%
now $2.6M
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+5%
now $25.7M
VANGUARD INDEX FDS - TOTAL STK MKT+3%
now $29.8M
VANGUARD INDEX FDS - GROWTH ETF+621%
now $998K
ISHARES TR - CORE MSCI TOTAL+15%
now $5.7M

+71 more in the Excel export

Trimmed (31)

$KOCOCA COLA CO-58%
now $707K
VANGUARD WELLINGTON FD - SHORT TRM TAX EX-13%
now $5.2M
$ABBVAbbVie Inc.-75%
now $245K
$XOM.R34088EXXON MOBIL CORP-18%
now $2.5M
$IAUISHARES GOLD TRUST-10%
now $4.0M
$HODLVanEck Bitcoin ETF-54%
now $257K

+25 more in the Excel export

Sold out (6)

$ABTABBOTT LABORATORIESwas $419K
held 5 qtrs
$VZVERIZON COMMUNICATIONS INCwas $214K
held 1 qtr
$PGPROCTER & GAMBLE Cowas $205K
held 1 qtr
ISHARES TRwas $204K
$SCHWSCHWAB CHARLES CORPwas $203K
held 3 qtrs
$ACNAccenture plcwas $202K

Firm AUM (Form ADV): $806.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Firestone Capital Management has filed, 26 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

Firestone Capital Management disclosed 168 positions worth $537.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 6 — including a new stake in $INTC and a full exit from $ABT. The portfolio is most concentrated in Other (84.6% of disclosed assets). All figures are sourced directly from Firestone Capital Management’s Form 13F-HR filing with the SEC under CIK 1799964.

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AI-Powered Hedge Fund Analysis: Firestone Capital Management

13F Pro is an AI hedge fund tracker and stock research platform. For Firestone Capital Management (SEC CIK: 1799964), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Firestone Capital Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.