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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 10 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GPC Genuine Parts Co Consumer Cyclical 7,275.0 $858K 0.07% +150.0 +2.1% $117.94 +13.6%
182 VTI Vanguard Total Stock Mkt 2,305.0 $853K 0.07% -715.0 -23.7% $370.07 +2.2%
183 Eversource Energy 11,721.0 $847K 0.07% +225.0 +2.0% $72.26
184 Price T Rowe Group Inc 7,420.0 $844K 0.07% -2K -17.7% $113.75
185 S&P Global Inc 2,065.0 $841K 0.06% +55.0 +2.7% $407.26
186 Credo Technology Group Holding 3,083.0 $838K 0.06% -5K -62.4% $271.81
187 CHD Church & Dwight Inc Consumer Defensive 8,625.0 $836K 0.06% +200.0 +2.4% $96.93 +1.9%
188 BRO Brown & Brown Inc Financial Services 12,785.0 $820K 0.06% +250.0 +2.0% $64.14 +13.7%
189 FRT Federal Realty Inv Tr SH BEN I Real Estate 6,555.0 $809K 0.06% +150.0 +2.3% $123.42 -5.4%
190 Shopify Inc Cl A 7,080.0 $808K 0.06% -225.0 -3.1% $114.12
191 IWV iShares Russell 3000 ETF 1,869.0 $797K 0.06% $426.43 +2.4%
192 Pacer Funds Tr US CASH COWS 10 12,706.0 $790K 0.06% -2K -10.8% $62.18
193 SPDR Portfolio Tl Stock 8,675.0 $788K 0.06% $90.84
194 PANW Palo Alto Networks Inc Technology 2,308.0 $787K 0.06% -68.0 -2.9% $340.99 +5.0%
195 iShares Systematic Alternative 27,500.0 $771K 0.06% NEW $28.04
196 BAC Bank America Corp Financial Services 13,516.0 $770K 0.06% -421.0 -3.0% $56.97 +8.3%
197 SILJ Amplify Etf Tr AMPLIFY JUNIOR 29,665.0 $769K 0.06% +13K +77.6% $25.92 +23.2%
198 AMAT Applied Materials Inc Technology 1,050.0 $759K 0.06% $722.86 -31.9%
199 ACWX iShares MSCI ACWI ex-US Index 9,881.0 $752K 0.06% +280.0 +2.9% $76.11 +2.4%
200 Bluerock Pvt Real Estate Fund 57,499.0 $748K 0.06% -8K -12.4% $13.01
Page 10 of 15  ·  296 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%