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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 15 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BLOCK INC 126,317.0 $9.6M 0.03% +12K +10.3% $76.12
282 FMN FEDERATED HERMES PREM MUNI I Financial Services 821,241.0 $9.4M 0.03% +105K +14.7% $11.49 -2.9%
283 CTVA CORTEVA INC Basic Materials 111,113.0 $9.4M 0.03% +3K +3.2% $84.88 -8.1%
284 EMEQ NOMURA ETF TR 128,944.0 $9.4M 0.03% +72K +126.7% $72.86 -13.3%
285 PCAR PACCAR INC Industrials 76,761.0 $9.4M 0.03% +731.0 +1.0% $121.87 +5.6%
286 DLR DIGITAL RLTY TR INC Real Estate 51,917.0 $9.4M 0.03% +1K +2.4% $180.11 +9.1%
287 EOG EOG RES INC Energy 70,775.0 $9.3M 0.03% +4K +6.3% $131.48 +13.0%
288 AJG GALLAGHER ARTHUR J & CO Financial Services 40,375.0 $9.3M 0.03% +2K +6.5% $230.16 +9.2%
289 SCHB SCHWAB STRATEGIC TR 319,705.0 $9.3M 0.03% +165K +106.7% $28.96 +2.6%
290 CRS CARPENTER TECHNOLOGY CORP Industrials 14,946.0 $9.2M 0.03% +293.0 +2.0% $616.84 -15.0%
291 ICICI BANK LIMITED 316,418.0 $9.2M 0.03% +22K +7.6% $29.03
292 DMLP DORCHESTER MINERALS L P Energy 359,480.0 $9.1M 0.03% +351K +4139.1% $25.25 +11.3%
293 IBIT ISHARES BITCOIN TRUST ETF Financial Services 272,409.0 $9.1M 0.03% +173K +174.0% $33.29 +10.1%
294 MDLZ MONDELEZ INTL INC Consumer Defensive 156,367.0 $9.1M 0.03% +8K +5.6% $57.96 +8.6%
295 MELI MERCADOLIBRE INC Consumer Cyclical 5,272.0 $8.9M 0.03% +603.0 +12.9% $1697.58 +5.7%
296 VDE VANGUARD WORLD FD 59,534.0 $8.9M 0.03% +11K +21.7% $150.13 +19.1%
297 FORTINET INC 57,953.0 $8.9M 0.03% +8K +16.7% $154.14
298 WCMI FIRST TR EXCHANGE-TRADED FD 454,896.0 $8.9M 0.03% +257K +130.4% $19.57 +0.6%
299 RLTY COHEN & STEERS REAL ESTATE O Financial Services 565,408.0 $8.9M 0.03% +42K +8.0% $15.74 -0.3%
300 EME EMCOR GROUP INC Industrials 10,718.0 $8.9M 0.03% +604.0 +6.0% $829.92 -0.9%
Page 15 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%