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Portfolio (Quarterly) Guide ↗

Freestone Capital Holdings, LLC

· CIK 0001470876
13F Portfolio $3.9B AUM 626 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 626 New
Page 15 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 USB US BANCORP Financial Services 14,609.0 $882K 0.02% NEW $60.40 +4.0%
282 VLO VALERO ENERGY CORP Energy 3,364.0 $876K 0.02% NEW $260.44 +33.6%
283 KRE SPDR SERIES TRUST 11,662.0 $873K 0.02% NEW $74.85 -0.4%
284 IGM ISHARES TR 5,286.0 $865K 0.02% NEW $163.58 -3.0%
285 EMB ISHARES TR 8,921.0 $860K 0.02% NEW $96.44 -1.2%
286 NET CLOUDFLARE INC Technology 3,507.0 $860K 0.02% NEW $245.28 +16.1%
287 NEBIUS GROUP N.V. 3,111.0 $859K 0.02% NEW $276.17
288 BNDX VANGUARD CHARLOTTE FDS 17,588.0 $852K 0.02% NEW $48.43 -1.3%
289 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,883.0 $845K 0.02% NEW $293.18 +4.6%
290 TRGP TARGA RES CORP Energy 3,131.0 $840K 0.02% NEW $268.22 +9.6%
291 NOC NORTHROP GRUMMAN CORP Industrials 1,644.0 $838K 0.02% NEW $509.48 +7.9%
292 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,859.0 $831K 0.02% NEW $290.68 -9.5%
293 IWS ISHARES TR 5,004.0 $824K 0.02% NEW $164.61 +4.5%
294 ADI ANALOG DEVICES INC Technology 2,066.0 $821K 0.02% NEW $397.27 -6.4%
295 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,837.0 $805K 0.02% NEW $45.11 +22.4%
296 OKE ONEOK INC NEW Energy 9,207.0 $800K 0.02% NEW $86.94 +9.2%
297 EIC EAGLE POINT INCOME COMPANY I Financial Services 79,424.0 $800K 0.02% NEW $10.07 -0.0%
298 MELI MERCADOLIBRE INC Consumer Cyclical 468.0 $794K 0.02% NEW $1697.39 +14.9%
299 PAYX PAYCHEX INC Industrials 7,955.0 $782K 0.02% NEW $98.33 +27.0%
300 SCHP SCHWAB STRATEGIC TR 29,512.0 $782K 0.02% NEW $26.50 -1.7%
Page 15 of 32  ·  626 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 40.3%
Financial Services 16.7%
Consumer Cyclical 10.3%
Healthcare 8.3%
Communication Services 7.3%
Industrials 7.1%
Consumer Defensive 4.6%
Energy 2.5%
Utilities 1.5%
Basic Materials 1.3%