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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 6 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZBRA Zebra Technologies Corp Cl A Technology 10,863.0 $2.3M 0.19% +2K +21.0% $209.06 +20.7%
102 FLOT iShares Floating Rate Nt ETF 42,195.0 $2.1M 0.18% +3K +7.0% $50.95 +0.2%
103 IVV IShares Core S&P 500 ETF 3,283.0 $2.1M 0.18% $653.37 +15.3%
104 CRWD Crowdstrike Holdings Inc Cl A Technology 5,485.0 $2.1M 0.18% $390.34 +64.3%
105 TRV Travelers Companies Inc Financial Services 7,232.0 $2.1M 0.17% +946.0 +15.1% $291.62 +3.7%
106 SFGV Ea Series Trust CCM GLOBAL EQU 63,774.0 $2.1M 0.17% $32.82 +7.0%
107 KEY KeyCorp Financial Services 104,119.0 $2.1M 0.17% -5K -4.6% $20.05 +7.9%
108 IGSB iShares Sh Tr Crport ETF 39,610.0 $2.1M 0.17% +12K +45.6% $52.56 -0.2%
109 NET Cloudflare Inc Cl A Technology 10,024.0 $2.1M 0.17% -837.0 -7.7% $206.30 +2.6%
110 TGT Target Corp Consumer Defensive 16,765.0 $2.0M 0.17% +4K +30.0% $121.20 +7.8%
111 ADBE Adobe Inc Technology 8,302.0 $2.0M 0.17% +783.0 +10.4% $243.07 -1.0%
112 IWM iShares Russell 2000 ETF 7,782.0 $1.9M 0.16% +2K +24.2% $248.01 +17.3%
113 IAU Ishares Gold Tr Ishares New Financial Services 21,438.0 $1.9M 0.16% -1K -4.8% $88.16 -5.3%
114 iShares Intl Quality Factor 39,193.0 $1.8M 0.15% -1K -2.5% $46.23
115 C Citigroup Inc Financial Services 15,732.0 $1.8M 0.15% -2K -13.5% $113.40 +10.1%
116 VBR Vanguard Small Cap Val ETF 8,206.0 $1.8M 0.15% -2K -21.2% $217.28 +8.4%
117 STWD Starwood Property Trust Inc Real Estate 103,100.0 $1.8M 0.15% +11K +12.2% $17.22 +0.8%
118 IVW iShares S&P 500 Growth ETF 15,688.0 $1.8M 0.15% -572.0 -3.5% $113.08 +21.9%
119 MDY STATE STR SPDR S&P MIDCAP 400 Financial Services 2,875.0 $1.8M 0.15% $616.70 +10.3%
120 PPG PPG Industries Inc Basic Materials 15,710.0 $1.7M 0.14% +565.0 +3.7% $106.87 +5.4%
Page 6 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%