SlateStone Wealth, LLC — 13F holdings

SlateStone Wealth, LLC reported 296 holdings worth $1.31B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. AAPL APPLE INC — $58.2M (4.5%)
  2. NVDA NVIDIA CORPORATION — $52.0M (4.0%)
  3. QUAL ISHARES TR — $45.3M (3.5%)
  4. MSFT MICROSOFT CORP — $36.0M (2.8%)
  5. GOOGL ALPHABET INC — $35.3M (2.7%)
  6. VXF VANGUARD INDEX FDS — $35.0M (2.7%)
  7. CAT CATERPILLAR INC — $34.2M (2.6%)
  8. AMZN AMAZON COM INC — $26.9M (2.1%)
  9. JPM JPMORGAN CHASE & CO. — $25.4M (1.9%)
  10. APH AMPHENOL CORP NEW — $25.2M (1.9%)