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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 8 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHW SHERWIN WILLIAMS CO Basic Materials 10,485.0 $3.6M 0.09% NEW $344.33 +1.0%
142 CPRT COPART INC Industrials 127,416.0 $3.6M 0.09% NEW $28.19 +16.1%
143 AMLP ALPS ETF TR 69,010.0 $3.6M 0.09% NEW $51.85 +6.8%
144 SYK STRYKER CORPORATION Healthcare 11,146.0 $3.5M 0.09% NEW $314.85 +5.4%
145 CRWD CROWDSTRIKE HLDGS INC Technology 4,572.0 $3.5M 0.09% NEW $190.80 -0.9%
146 T AT&T INC Communication Services 167,555.0 $3.5M 0.09% NEW $20.70 +25.0%
147 GOOG PUT ALPHABET INC 9,800.0 $3.5M 0.09% NEW $353.33
148 MAS MASCO CORP Industrials 42,162.0 $3.4M 0.09% NEW $81.37 -10.1%
149 ECC EAGLE POINT CR CO Financial Services 919,234.0 $3.4M 0.09% NEW $3.72 +3.3%
150 VV VANGUARD INDEX FDS 9,757.0 $3.4M 0.09% NEW $343.94 +2.4%
151 TGT TARGET CORP Consumer Defensive 25,502.0 $3.3M 0.09% NEW $130.61 +25.3%
152 CWI SPDR INDEX SHS FDS 81,041.0 $3.3M 0.09% NEW $40.67 +2.1%
153 EXPE EXPEDIA GROUP INC Consumer Cyclical 12,844.0 $3.3M 0.09% NEW $255.89 +31.3%
154 ALC ALCON AG Healthcare 48,265.0 $3.2M 0.08% NEW $67.10 +8.5%
155 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,669.0 $3.2M 0.08% NEW $477.59 -12.5%
156 HAS HASBRO INC Consumer Cyclical 38,522.0 $3.2M 0.08% NEW $82.59 +16.2%
157 AZO AUTOZONE INC Consumer Cyclical 990.0 $3.2M 0.08% NEW $3197.55 -6.5%
158 EBAY EBAY INC. Consumer Cyclical 28,208.0 $3.2M 0.08% NEW $111.75 -6.8%
159 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 104,472.0 $3.2M 0.08% NEW $30.17 +15.6%
160 VUG VANGUARD INDEX FDS 36,019.0 $3.1M 0.08% NEW $86.14 +1.2%
Page 8 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%