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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 11 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SE SEA LTD Consumer Cyclical 148,908.0 $14.3M 0.04% +1K +1.0% $95.83 +23.5%
202 ITW ILLINOIS TOOL WKS INC Industrials 52,220.0 $14.2M 0.04% +4K +7.8% $271.41 +5.3%
203 SPYM SPDR SERIES TRUST 160,649.0 $14.1M 0.04% +15K +10.0% $87.88 +2.9%
204 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 597,092.0 $14.1M 0.04% +6K +1.1% $23.59 +9.2%
205 VLO VALERO ENERGY CORP Energy 53,664.0 $14.0M 0.04% +2K +4.0% $260.51 +33.5%
206 VT VANGUARD INTL EQUITY INDEX F 87,030.0 $13.7M 0.04% +8K +9.8% $156.95 +2.1%
207 SO SOUTHERN CO Utilities 141,796.0 $13.6M 0.04% +7K +4.9% $95.87 -3.7%
208 EQIX EQUINIX INC Real Estate 13,005.0 $13.6M 0.04% +260.0 +2.0% $1045.23 +4.5%
209 AON AON PLC Financial Services 40,897.0 $13.6M 0.04% +2K +5.7% $332.19 +4.7%
210 DVY ISHARES TR 86,786.0 $13.6M 0.04% +15K +21.6% $156.30 +5.8%
211 ALL ALLSTATE CORP Financial Services 56,841.0 $13.6M 0.04% +3K +6.5% $238.51 +10.7%
212 WMB WILLIAMS COS INC Energy 181,905.0 $13.5M 0.04% +8K +4.8% $74.47 +0.7%
213 IJT ISHARES TR 75,202.0 $13.4M 0.04% +28K +57.8% $178.60 -1.3%
214 DUK DUKE ENERGY CORP NEW Utilities 105,398.0 $13.4M 0.04% +3K +3.0% $126.99 -1.8%
215 AXON AXON ENTERPRISE INC Industrials 23,837.0 $13.4M 0.04% +8K +48.5% $560.61 +9.8%
216 SAN BANCO SANTANDER SA Financial Services 960,636.0 $13.3M 0.04% +8K +0.8% $13.80 +4.0%
217 EPD ENTERPRISE PRODS PARTNERS L Energy 358,567.0 $13.2M 0.04% +28K +8.5% $36.76 +5.4%
218 BTI BRITISH AMERN TOB PLC Consumer Defensive 213,263.0 $13.2M 0.04% +5K +2.6% $61.76 -9.0%
219 IJJ ISHARES TR 88,462.0 $13.1M 0.04% +60K +207.4% $147.73 +1.4%
220 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 135,441.0 $13.1M 0.04% +9K +7.1% $96.38 -50.9%
Page 11 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%