SlateStone Wealth, LLC: 13F holdings
CIK 17640492026Q2
| Positions | 296 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 296 (+5 vs prior quarter) |
|---|
| Reported value | $1.3bn (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple Inc. | 201,006 | $58.2m | 4.5% |
| NVDA NVIDIA Corp | 260,075 | $52.0m | 4.0% |
| QUAL iShares USA Quality Fctr | 206,345 | $45.3m | 3.5% |
| MSFT Microsoft Corp | 96,615 | $36.0m | 2.8% |
| GOOGL Alphabet Inc Cap Stock Cl A | 98,791 | $35.3m | 2.7% |
| VXF Vanguard Index Funds EXTEND MK | 142,041 | $35.0m | 2.7% |
| CAT Caterpillar Inc | 32,129 | $34.2m | 2.6% |
| AMZN Amazon.com Inc | 112,677 | $26.9m | 2.1% |
| JPM JPMorgan Chase & Co | 77,730 | $25.4m | 1.9% |
| APH Amphenol Corp Cl A | 143,062 | $25.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764049")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples