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Portfolio (Quarterly) Guide ↗

SlateStone Wealth, LLC

· CIK 0001764049
13F Portfolio $1.2B AUM 291 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 141 Added 90 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RRX Regal Beloit Corp Industrials 4,900.0 $918K 0.08% NEW $187.35 +12.0%
2 MINT PIMCO Enhanced Short MA Ac 6,447.0 $648K 0.05% NEW $100.51 +0.1%
3 SLV iShares Silver Trust Financial Services 9,314.0 $635K 0.05% NEW $68.18 +2.3%
4 WFC Wells Fargo Co Financial Services 7,167.0 $571K 0.05% NEW $79.67 -4.1%
5 Amcor Plc COM NEW 13,325.0 $530K 0.04% NEW $39.77
6 SILJ Amplify Etf Tr AMPLIFY JUNIOR 16,700.0 $496K 0.04% NEW $29.70 +1.1%
7 CBRE CBRE Group Inc Cl A Real Estate 2,033.0 $275K 0.02% NEW $135.27 -4.1%
8 GLW Corning Inc Technology 1,927.0 $262K 0.02% NEW $135.96 +44.3%
9 HWM Howmet Aerospace Inc Industrials 1,055.0 $243K 0.02% NEW $230.33 +13.7%
10 VLO Valero Energy Corp Energy 961.0 $237K 0.02% NEW $246.62 -2.1%
11 STX Seagate Technology Hldngs Plc Technology 539.0 $211K 0.02% NEW $391.47 +116.0%
12 COMP Compass Inc CL A Technology 17,042.0 $125K 0.01% NEW $7.33 +13.2%

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 26.8%
Financial Services 17.0%
Industrials 13.2%
Healthcare 10.5%
Consumer Defensive 7.8%
Consumer Cyclical 7.7%
Communication Services 7.1%
Basic Materials 3.5%
Energy 3.5%
Utilities 2.4%