CIK 1764049
SlateStone Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
296
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NDSN | Nordson Corp | 3K | $500K+ | SH |
| BX | Blackstone Inc | 4K | $500K+ | SH |
| FRT | Federal Realty Inv Tr SH BEN I | 6K | $500K+ | SH |
| ESS | Essex Property Tr Inc COM | 2K | $500K+ | SH |
| TSM | Taiwan Semiconductor Mfg Ltd S | 2K | $500K+ | SH |
| FPEI | First Trust Exch Traded Fund I | 30K | $500K+ | SH |
| RNR | Renaissancere Holdings Ltd COM | 2K | $500K+ | SH |
| AKRE | Profesionally Managed Portfoli | 8K | $500K+ | SH |
| XLK | Technology Select Sector SPDR | 4K | $500K+ | SH |
| ACWX | iShares MSCI ACWI ex-US Index | 8K | $500K+ | SH |
| TD | Toronto Dominion Bank Ont COM | 6K | $500K+ | SH |
| VBK | Vanguard Small Cap Growth ETF | 2K | $500K+ | SH |
| CLX | Clorox Co Del Com | 5K | $500K+ | SH |
| ERIE | Erie Indemnity Co CL A | 2K | $500K+ | SH |
| AMCR | Amcor Plc ORD | 61K | $500K+ | SH |
| IBB | iShares NASDAQ Biotech | 3K | $500K+ | SH |
| PANW | Palo Alto Networks Inc | 3K | $100K–$500K | SH |
| RDDT | Reddit Inc CL A | 2K | $100K–$500K | SH |
| BLV | Vanguard Bond Index Funds LONG | 7K | $100K–$500K | SH |
| DOW | Dow Inc | 20K | $100K–$500K | SH |
| MAR | Marriott Intl Inc Cl A | 2K | $100K–$500K | SH |
| BIZD | Vaneck ETF BDC Income | 33K | $100K–$500K | SH |
| KVUE | Kenvue Inc COM | 27K | $100K–$500K | SH |
| SGOL | Aberdeen Std Gold ETF Tr Physc | 11K | $100K–$500K | SH |
| WM | Waste Management Inc | 2K | $100K–$500K | SH |
| FDS | FactSet Research Systems Inc | 1K | $100K–$500K | SH |
| GDXJ | Vaneck ETF Jr Gold Miners | 4K | $100K–$500K | SH |
| VGLT | Vanguard Long Term Treasury ET | 8K | $100K–$500K | SH |
| DVY | iShares Select Div ETF | 3K | $100K–$500K | SH |
| IJJ | iShares S&P Mc 400VL ETF | 3K | $100K–$500K | SH |
| MRVL | Marvell Technology Group Ltd | 5K | $100K–$500K | SH |
| CG | Carlyle Group Inc | 7K | $100K–$500K | SH |
| ZETA | Zeta Global Holdings Corp CL A | 20K | $100K–$500K | SH |
| SJM | Smucker J M Co | 4K | $100K–$500K | SH |
| XLE | Energy Select Sector SPDR | 9K | $100K–$500K | SH |
| AMD | Advanced Micro Devices Inc | 2K | $100K–$500K | SH |
| T | AT&T Inc | 15K | $100K–$500K | SH |
| VEA | Vanguard FTSE Developed Mkts E | 6K | $100K–$500K | SH |
| HRL | Hormel Foods Corp | 16K | $100K–$500K | SH |
| SYM | Symbotic Inc CLASS A COM | 6K | $100K–$500K | SH |
| FBTC | Fidelity Wise Origin Bitcoin F | 5K | $100K–$500K | SH |
| VWO | Vanguard FTSE Emerg Mkt ETF | 7K | $100K–$500K | SH |
| CRM | Salesforce Inc | 1K | $100K–$500K | SH |
| IWO | iShares Rus 2000 Growth ETF | 1K | $100K–$500K | SH |
| FISV | Fiserv Inc | 5K | $100K–$500K | SH |
| ALL | Allstate Corp | 2K | $100K–$500K | SH |
| KTOS | Kratos Defense & Sec Solutions | 4K | $100K–$500K | SH |
| PNC | PNC Financial Services Group I | 2K | $100K–$500K | SH |
| RPG | Invesco Exchange Traded Fund T | 7K | $100K–$500K | SH |
| XLF | Select Sector SPDR Financial | 6K | $100K–$500K | SH |