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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 5 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 25,336.0 $6.8M 0.18% NEW $270.32 -1.5%
82 KRP KIMBELL RTY PARTNERS LP Energy 462,693.0 $6.7M 0.17% NEW $14.53 +3.9%
83 VB VANGUARD INDEX FDS 21,985.0 $6.7M 0.17% NEW $303.12 +0.2%
84 XLK SELECT SECTOR SPDR TR 34,949.0 $6.7M 0.17% NEW $190.52 -4.3%
85 CMF ISHARES TR 115,189.0 $6.6M 0.17% NEW $57.64 -2.0%
86 NEM NEWMONT CORP Basic Materials 70,820.0 $6.6M 0.17% NEW $93.40 +41.4%
87 ISRG INTUITIVE SURGICAL INC Healthcare 15,521.0 $6.2M 0.16% NEW $397.68 -7.0%
88 SNA SNAP ON INC Industrials 15,264.0 $6.1M 0.16% NEW $402.42 -1.4%
89 FCX FREEPORT MCMORAN INC Basic Materials 97,184.0 $6.1M 0.16% NEW $62.89 +25.0%
90 IWM ISHARES TR 19,947.0 $6.0M 0.15% NEW $300.45 -0.6%
91 MO ALTRIA GROUP INC Consumer Defensive 81,530.0 $5.9M 0.15% NEW $71.95 -4.3%
92 IWP ISHARES TR 39,524.0 $5.8M 0.15% NEW $146.41 -2.7%
93 VIG VANGUARD SPECIALIZED FUNDS 24,383.0 $5.8M 0.15% NEW $236.62 +3.2%
94 GEV GE VERNOVA INC Utilities 4,907.0 $5.8M 0.15% NEW $1175.02 -19.6%
95 MMM 3M CO Industrials 35,559.0 $5.8M 0.15% NEW $161.91 +10.7%
96 JCI JOHNSON CONTROLS INTERNATION Industrials 38,968.0 $5.7M 0.15% NEW $146.11 -1.2%
97 DHI D R HORTON INC Consumer Cyclical 34,532.0 $5.6M 0.15% NEW $162.88 -8.1%
98 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,737.0 $5.5M 0.14% NEW $965.06 -12.6%
99 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 56,087.0 $5.4M 0.14% NEW $96.12 -49.9%
100 INTC INTEL CORP Technology 37,778.0 $5.3M 0.14% NEW $139.63 -37.6%
Page 5 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%