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Portfolio (Quarterly) Guide ↗

SlateStone Wealth, LLC

· CIK 0001764049
13F Portfolio $1.3B AUM 296 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 97 Added 122 Reduced 10 Exited
Page 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 Capital One Financial Corp 1,040.0 $209K 0.02% -248.0 -19.2% $200.96
122 Salesforce Inc 1,278.0 $200K 0.01% -62.0 -4.6% $156.49
Page 7 of 7  ·  122 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 28.9%
Industrials 20.8%
Consumer Cyclical 13.5%
Healthcare 11.3%
Consumer Defensive 9.9%
Basic Materials 5.4%
Financial Services 5.0%
Energy 3.4%
Utilities 0.9%
Communication Services 0.5%