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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 13 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Marathon Petroleum Corp 1,527.0 $390K 0.03% $255.40
242 Energy Select Sector SPDR 7,204.0 $383K 0.03% $53.16
243 LRCX Lam Research Corp COM NEW Technology 875.0 $379K 0.03% NEW $433.14 -27.5%
244 ALL Allstate Corp Financial Services 1,583.0 $377K 0.03% -119.0 -7.0% $238.16 +6.6%
245 Vaneck ETF Jr Gold Miners 3,750.0 $368K 0.03% $98.13
246 Beacon Financial Corp. Com 11,558.0 $352K 0.03% $30.46
247 BK Bank of New York Mellon Corp Financial Services 2,422.0 $350K 0.03% $144.51 -1.8%
248 VWO Vanguard FTSE Emerg Mkt ETF 5,795.0 $346K 0.03% -893.0 -13.3% $59.71 +1.2%
249 Seagate Technology Hldngs Plc 352.0 $340K 0.03% -187.0 -34.7% $965.91
250 VB Vanguard Index Funds SMALL CP 1,084.0 $329K 0.03% -23.0 -2.1% $303.51 +0.4%
251 Select Sector SPDR Financial 6,095.0 $327K 0.03% -156.0 -2.5% $53.65
252 WFC Wells Fargo Co Financial Services 3,893.0 $322K 0.03% -3K -45.7% $82.71 +1.4%
253 Vaneck ETF BDC Income 25,000.0 $316K 0.02% -200.0 -0.8% $12.64
254 DAL Delta Air Lines Inc Industrials 3,296.0 $309K 0.02% $93.75 -12.1%
255 GLW Corning Inc Technology 1,204.0 $308K 0.02% -723.0 -37.5% $255.81 -41.4%
256 Spdr PORTFOLIO S&P500 3,496.0 $307K 0.02% $87.81
257 VUG Vanguard Growth ETF 3,552.0 $306K 0.02% +3K +500.0% $86.15 +1.6%
258 Blackstone Inc 2,588.0 $305K 0.02% -1K -29.8% $117.85
259 LNT Alliant Energy Corp Utilities 3,869.0 $295K 0.02% -54.0 -1.4% $76.25 -11.0%
260 CBRE Group Inc Cl A 2,178.0 $293K 0.02% +145.0 +7.1% $134.53
Page 13 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%