Touchstone Capital, Inc.
RIA/Wealth
Touchstone Capital, Inc. is a RIA/Wealth based in Richmond, VA led by Theodore Stephen Kerr, managing $184.2M across 48 long positions as of Q3 2025 with 67% concentrated in top 10 holdings.
CEOTheodore Stephen Kerr
- Portfolio Value
- $184.2M
- Positions
- 48
- Top Holding
- IFRA at 9.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Touchstone Capital, Inc.'s portfolio (66.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.7M | 9.60% | +$17.7M New | — 334.8K shares | |
ETF ETF | $16.2M | 8.80% | +$16.2M New | — 234.7K shares | |
ETF ETF | $15.5M | 8.41% | +$15.5M New | — 1.0M shares | |
Semiconductors Technology | $12.7M | 6.88% | +$12.7M New | 0.00% 67.9K shares | |
Software - Infrastructure Technology | $12.4M | 6.73% | +$12.4M New | 0.00% 23.9K shares | |
Consumer Electronics Technology | $11.7M | 6.36% | +$11.4M Bought | 0.00% 46.0K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $9.6M | 5.24% | +$4.6M Bought | 0.01% 143.4K shares | |
Auto - Parts Consumer Cyclical | $9.4M | 5.08% | +$5.7M Bought | 0.15% 330.4K shares | |
Medical - Healthcare Information Services Healthcare | $9.2M | 5.01% | +$9.2M New | 0.02% 31.0K shares | |
Oil & Gas Exploration & Production Energy | $8.6M | 4.65% | +$2.0M Bought | 0.05% 362.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Touchstone Capital, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-91.66% |
Analytics
Portfolio insights and performance metrics for Touchstone Capital, Inc.
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