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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICE Intercontinental Exchange Inc Financial Services 1,617.0 $254K 0.02% -67.0 -4.0% $157.08 -4.1%
82 SYM Symbotic Inc CLASS A COM Industrials 4,504.0 $240K 0.02% -2K -28.6% $53.29 -0.8%
83 XSLV Invesco Exchng Traded Fund Tr 5,071.0 $239K 0.02% -2K -27.7% $47.13 +6.5%
84 SPG Simon Property Group Inc Real Estate 1,259.0 $235K 0.02% -194.0 -13.3% $186.66 +10.9%
85 OMF Onemain Holdings Inc COM Financial Services 4,317.0 $231K 0.02% -48.0 -1.1% $53.51 +0.5%
86 MRSH MARSH COM Financial Services 1,305.0 $226K 0.02% -244.0 -15.8% $173.18 -6.5%
87 DAL Delta Air Lines Inc Industrials 3,296.0 $219K 0.02% -585.0 -15.1% $66.44 +19.5%
88 ALAB Astera Laboratories Inc COM Technology 1,993.0 $218K 0.02% -12K -85.5% $109.38 +191.4%
89 KTOS Kratos Defense & Sec Solutions Industrials 3,069.0 $216K 0.02% -1K -31.2% $70.38 -19.3%
90 CG Carlyle Group Inc Financial Services 4,154.0 $201K 0.02% -3K -40.9% $48.39 -5.7%
Page 5 of 5  ·  90 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%