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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $34.3B AUM 4,879 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 212 New 1057 Added 819 Reduced 97 Exited
Page 10 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EAGG ISHARES TR 331,668.0 $15.7M 0.05% +29K +9.7% $47.41 -1.7%
182 MO ALTRIA GROUP INC Consumer Defensive 217,623.0 $15.7M 0.05% +17K +8.5% $72.20 -10.0%
183 PAA PLAINS ALL AMERN PIPELINE L Energy 700,847.0 $15.6M 0.04% +398K +131.7% $22.26 +8.5%
184 BX BLACKSTONE INC Financial Services 130,539.0 $15.4M 0.04% +24K +22.3% $117.86 +19.2%
185 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 56,114.0 $15.3M 0.04% +24K +73.2% $271.95 -8.0%
186 DVN DEVON ENERGY CORP NEW Energy 367,601.0 $15.2M 0.04% +100K +37.5% $41.33 +16.7%
187 RDDT REDDIT INC Communication Services 87,514.0 $15.2M 0.04% +79K +935.7% $173.58 -6.4%
188 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 39,013.0 $15.1M 0.04% +8K +25.0% $387.20 +2.6%
189 BMY BRISTOL-MYERS SQUIBB CO Healthcare 260,552.0 $15.1M 0.04% +34K +14.8% $57.82 +14.7%
190 FS SPECIALTY LENDING FD 1,349,894.0 $15.1M 0.04% +534K +65.5% $11.15
191 VTWO VANGUARD SCOTTSDALE FDS 123,634.0 $15.0M 0.04% +4K +3.1% $121.42 +0.2%
192 CI THE CIGNA GROUP Healthcare 53,975.0 $14.9M 0.04% +6K +11.6% $275.95 +1.7%
193 PLD PROLOGIS INC. Real Estate 109,452.0 $14.9M 0.04% +6K +6.1% $135.76 +3.6%
194 DGRO ISHARES TR 195,545.0 $14.8M 0.04% +101K +106.5% $75.79 +5.2%
195 AMT AMERICAN TOWER CORP Real Estate 90,324.0 $14.8M 0.04% +3K +3.8% $163.89 +6.3%
196 IYW ISHARES TR 58,678.0 $14.8M 0.04% +3K +5.2% $252.23 -1.2%
197 IOT SAMSARA INC Technology 449,110.0 $14.6M 0.04% +193K +75.3% $32.43 +23.0%
198 LMT LOCKHEED MARTIN CORP Industrials 28,500.0 $14.5M 0.04% +2K +7.6% $510.39 +19.2%
199 ITOT ISHARES TR 88,518.0 $14.5M 0.04% +34K +62.1% $164.27 +2.6%
200 SCHE SCHWAB STRATEGIC TR 394,360.0 $14.3M 0.04% +48K +13.9% $36.26 +0.5%
Page 10 of 53  ·  1,057 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%