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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
Page 11 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SLV iShares Silver Trust Financial Services 9,314.0 $635K 0.05% NEW $68.18 +2.3%
202 PSLV Sprott Physical Silver Tr TR U Financial Services 25,942.0 $633K 0.05% -19K -42.4% $24.40 +1.4%
203 LQD iShares iBoxx Inv Cp ETF 5,490.0 $598K 0.05% -350.0 -6.0% $108.93 -0.1%
204 MKC McCormick & Co Inc Non Vtg Consumer Defensive 11,790.0 $595K 0.05% +650.0 +5.8% $50.47 -7.2%
205 RNR Renaissancere Holdings Ltd COM Financial Services 2,000.0 $594K 0.05% $297.00 -0.7%
206 ESS Essex Property Tr Inc COM Real Estate 2,415.0 $584K 0.05% +140.0 +6.2% $241.82 +14.7%
207 FISV Fiserv Inc Technology 10,274.0 $573K 0.05% +5K +97.9% $55.77 -0.3%
208 NFLX Netflix Inc Communication Services 5,960.0 $573K 0.05% -8K -55.8% $96.14 -8.8%
209 WFC Wells Fargo Co Financial Services 7,167.0 $571K 0.05% NEW $79.67 -4.1%
210 FPEI First Trust Exch Traded Fund I 30,000.0 $570K 0.05% $19.00 +1.2%
211 CLX Clorox Co Del Com Consumer Defensive 5,475.0 $567K 0.05% +395.0 +7.8% $103.56 -7.1%
212 Amcor Plc COM NEW 13,325.0 $530K 0.04% NEW $39.77
213 TD Toronto Dominion Bank Ont COM Financial Services 5,544.0 $517K 0.04% $93.25 +20.7%
214 VBK Vanguard Small Cap Growth ETF 1,703.0 $515K 0.04% $302.41 +16.6%
215 BA Boeing Co Industrials 2,576.0 $513K 0.04% -320.0 -11.1% $199.15 +9.9%
216 KVUE Kenvue Inc COM Consumer Defensive 28,860.0 $498K 0.04% +2K +7.2% $17.26 +1.4%
217 SILJ Amplify Etf Tr AMPLIFY JUNIOR 16,700.0 $496K 0.04% NEW $29.70 +1.1%
218 SGOL Aberdeen Std Gold ETF Tr Physc Financial Services 10,980.0 $490K 0.04% -240.0 -2.1% $44.63 -3.8%
219 MAR Marriott Intl Inc Cl A Consumer Cyclical 1,473.0 $482K 0.04% -38.0 -2.5% $327.22 +14.2%
220 ERIE Erie Indemnity Co CL A Financial Services 1,900.0 $477K 0.04% +115.0 +6.4% $251.05 -11.1%
Page 11 of 15  ·  291 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 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%