SEC Form 13F

SlateStone Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$1,305,904,000
Positions294

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Apple Inc.AAPLCOM$58,163,000201,006
NVIDIA CorpNVDACOM$52,038,000260,075
iShares USA Quality FctrQUALETF$45,278,000206,345
Microsoft CorpMSFTCOM$36,039,00096,615
Alphabet Inc Cap Stock Cl AGOOGLCOM$35,305,00098,791
Vanguard Index Funds EXTEND MKVXFETF$34,972,000142,041
Caterpillar IncCATCOM$34,215,00032,129
Amazon.com IncAMZNCOM$26,855,000112,677
JPMorgan Chase & CoJPMCOM$25,443,00077,730
Amphenol Corp Cl AAPHCOM$25,225,000143,062

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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