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