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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 14 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMP Ameriprise Financial Inc Financial Services 601.0 $267K 0.02% -56.0 -8.5% $444.26 +2.5%
262 OSK Oshkosh Corp Industrials 1,800.0 $265K 0.02% $147.22 -12.1%
263 GLW Corning Inc Technology 1,927.0 $262K 0.02% NEW $135.96 +44.3%
264 VUG Vanguard Growth ETF 592.0 $259K 0.02% -30.0 -4.8% $437.50 -79.8%
265 ICE Intercontinental Exchange Inc Financial Services 1,617.0 $254K 0.02% -67.0 -4.0% $157.08 -4.1%
266 PEG Public Service Enterprise Grou Utilities 3,135.0 $254K 0.02% $81.02 -1.2%
267 CRM Salesforce Inc Technology 1,340.0 $250K 0.02% $186.57 -4.0%
268 GDX Vaneck ETF Gold Miners 2,668.0 $245K 0.02% $91.83 -3.7%
269 HWM Howmet Aerospace Inc Industrials 1,055.0 $243K 0.02% NEW $230.33 +13.7%
270 SYM Symbotic Inc CLASS A COM Industrials 4,504.0 $240K 0.02% -2K -28.6% $53.29 -0.8%
271 XSLV Invesco Exchng Traded Fund Tr 5,071.0 $239K 0.02% -2K -27.7% $47.13 +6.5%
272 VLO Valero Energy Corp Energy 961.0 $237K 0.02% NEW $246.62 -2.1%
273 COF Capital One Financial Corp Financial Services 1,288.0 $235K 0.02% $182.45 +2.2%
274 SPG Simon Property Group Inc Real Estate 1,259.0 $235K 0.02% -194.0 -13.3% $186.66 +10.9%
275 OMF Onemain Holdings Inc COM Financial Services 4,317.0 $231K 0.02% -48.0 -1.1% $53.51 +0.5%
276 AWR American States Water Co Utilities 3,000.0 $227K 0.02% $75.67 +0.7%
277 MRSH MARSH COM Financial Services 1,305.0 $226K 0.02% -244.0 -15.8% $173.18 -6.5%
278 DAL Delta Air Lines Inc Industrials 3,296.0 $219K 0.02% -585.0 -15.1% $66.44 +19.5%
279 ALAB Astera Laboratories Inc COM Technology 1,993.0 $218K 0.02% -12K -85.5% $109.38 +191.4%
280 KTOS Kratos Defense & Sec Solutions Industrials 3,069.0 $216K 0.02% -1K -31.2% $70.38 -19.3%
Page 14 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%