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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 15 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PM Philip Morris Intl Inc Consumer Defensive 1,283.0 $212K 0.02% +20.0 +1.6% $165.24 +10.1%
282 STX Seagate Technology Hldngs Plc Technology 539.0 $211K 0.02% NEW $391.47 +118.9%
283 DHR Danaher Corp Healthcare 1,080.0 $205K 0.02% $189.81 -8.8%
284 CG Carlyle Group Inc Financial Services 4,154.0 $201K 0.02% -3K -40.9% $48.39 -5.3%
285 COMP Compass Inc CL A Technology 17,042.0 $125K 0.01% NEW $7.33 +14.3%
286 PLUG Plug Power Inc Industrials 29,077.0 $66K 0.01% $2.27 +73.1%
287 OPK OPKO Health Inc Healthcare 25,770.0 $29K 0.00% $1.13 +13.3%
288 REKR Rekor Systems Inc COM Technology 18,000.0 $15K 0.00% $0.83 -9.9%
289 United Health Prods Inc COM 161,905.0 $8K 0.00% $0.05
290 Royal Mines & Minerals Corp 50,000.0
291 Sovereign Expl Assocs Intl Inc 10,000.0
Page 15 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%