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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 4 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEFA ISHARES TR 108,238.0 $10.5M 0.27% NEW $96.58 +4.6%
62 MRK MERCK & CO INC Healthcare 79,532.0 $10.2M 0.27% NEW $128.50 +20.2%
63 CI THE CIGNA GROUP Healthcare 36,784.0 $10.1M 0.26% NEW $275.68 +2.6%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 20,141.0 $10.1M 0.26% NEW $501.36 +25.9%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 55,535.0 $10.0M 0.26% NEW $180.91 +8.2%
66 SCHD SCHWAB STRATEGIC TR 278,061.0 $8.8M 0.23% NEW $31.71 +10.8%
67 KO COCA COLA CO Consumer Defensive 105,688.0 $8.6M 0.22% NEW $81.27 +11.5%
68 DE DEERE & CO Industrials 13,034.0 $8.3M 0.21% NEW $634.37 -0.0%
69 TXN TEXAS INSTRS INC Technology 27,709.0 $8.3M 0.21% NEW $298.07 -12.2%
70 LMT LOCKHEED MARTIN CORP Industrials 16,047.0 $8.2M 0.21% NEW $509.46 +11.3%
71 GWW WW GRAINGER INC Industrials 5,957.0 $8.1M 0.21% NEW $1360.60 -2.2%
72 TRV TRAVELERS COMPANIES INC Financial Services 24,329.0 $8.0M 0.21% NEW $330.12 +12.6%
73 VEU VANGUARD INTL EQUITY INDEX F 94,344.0 $7.9M 0.20% NEW $83.75 +2.5%
74 AXP AMERICAN EXPRESS CO Financial Services 23,353.0 $7.9M 0.20% NEW $338.26 -0.9%
75 NFLX NETFLIX INC. Communication Services 109,946.0 $7.9M 0.20% NEW $71.40 +14.5%
76 DMLP DORCHESTER MINERALS L P Energy 306,149.0 $7.7M 0.20% NEW $25.25 +14.7%
77 GLD SPDR GOLD TR Financial Services 19,866.0 $7.3M 0.19% NEW $368.40 +14.2%
78 LIN LINDE PLC Basic Materials 13,797.0 $7.2M 0.19% NEW $518.95 -5.3%
79 SBUX STARBUCKS CORP Consumer Cyclical 67,777.0 $6.9M 0.18% NEW $102.19 +4.7%
80 VNQ VANGUARD INDEX FDS 71,291.0 $6.9M 0.18% NEW $96.43 +2.9%
Page 4 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%