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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 14 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Ishares CORE 1 5 YR USD 6,001.0 $290K 0.02% NEW $48.33
262 Astera Laboratories Inc COM 599.0 $289K 0.02% -1K -69.9% $482.47
263 INTC Intel Corp Technology 2,050.0 $286K 0.02% NEW $139.51 -35.4%
264 HWM Howmet Aerospace Inc Industrials 1,048.0 $282K 0.02% -7.0 -0.7% $269.08 +1.0%
265 SPG Simon Property Group Inc Real Estate 1,259.0 $282K 0.02% $223.99 -2.5%
266 OSK Oshkosh Corp Industrials 1,800.0 $276K 0.02% $153.33 +2.5%
267 Ameriprise Financial Inc 601.0 $276K 0.02% $459.23
268 Onemain Holdings Inc COM 4,324.0 $264K 0.02% $61.05
269 Kish Bancorp Inc 4,000.0 $256K 0.02% NEW $64.00
270 PEG Public Service Enterprise Grou Utilities 3,135.0 $254K 0.02% $81.02 -10.4%
271 Valero Energy Corp 971.0 $253K 0.02% +10.0 +1.0% $260.56
272 AWR American States Water Co Utilities 3,000.0 $248K 0.02% $82.67 +7.2%
273 PM Philip Morris Intl Inc Consumer Defensive 1,308.0 $237K 0.02% +25.0 +1.9% $181.19 +3.9%
274 Invesco Exchng Traded Fund Tr 4,423.0 $232K 0.02% -648.0 -12.8% $52.45
275 FBTC Fidelity Wise Origin Bitcoin F Financial Services 4,468.0 $228K 0.02% -300.0 -6.3% $51.03 +31.3%
276 GNRC Generac Holdings Inc Industrials 775.0 $227K 0.02% NEW $292.90 -29.7%
277 Zeta Global Holdings Corp CL A 11,424.0 $225K 0.02% -7K -37.4% $19.70
278 ANET Arista Networks Inc COM SHS Technology 1,292.0 $219K 0.02% NEW $169.50 +11.3%
279 MRSH MARSH COM Financial Services 1,277.0 $213K 0.02% -28.0 -2.1% $166.80 +15.1%
280 Spotify Technology SA 457.0 $210K 0.02% NEW $459.52
Page 14 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%