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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 16 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NU NU HLDGS LTD Financial Services 664,720.0 $8.9M 0.03% +26K +4.1% $13.36 +8.0%
302 HEDJ WISDOMTREE TR 155,318.0 $8.9M 0.03% +2K +1.4% $57.00 +0.4%
303 HPE HEWLETT PACKARD ENTERPRISE C Technology 195,012.0 $8.8M 0.03% +21K +11.9% $45.27 +22.9%
304 DB DEUTSCHE BK AG Financial Services 259,776.0 $8.8M 0.03% +49K +23.0% $33.76 +12.9%
305 DFAE DIMENSIONAL ETF TRUST 217,043.0 $8.7M 0.03% +17K +8.3% $40.21 -3.7%
306 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24,202.0 $8.7M 0.03% +606.0 +2.6% $359.34 -3.4%
307 EWJ ISHARES INC 93,153.0 $8.7M 0.03% +5K +5.9% $93.27 +2.4%
308 VXF VANGUARD INDEX FDS 35,237.0 $8.7M 0.03% +1K +3.9% $246.22 +0.1%
309 HCA HCA HEALTHCARE INC Healthcare 22,146.0 $8.7M 0.03% +1K +7.0% $391.42 +5.7%
310 SLYG SPDR SERIES TRUST 72,747.0 $8.7M 0.03% +821.0 +1.1% $119.13 -1.7%
311 FCX FREEPORT MCMORAN INC Basic Materials 135,894.0 $8.6M 0.03% +10K +8.3% $63.15 +5.0%
312 NKE NIKE INC Consumer Cyclical 207,804.0 $8.6M 0.03% +41K +24.6% $41.27 -2.0%
313 SNPS SYNOPSYS INC Technology 19,073.0 $8.5M 0.03% +1K +6.8% $447.93 -9.1%
314 MAA MID-AMER APT CMNTYS INC Real Estate 62,501.0 $8.5M 0.03% +1K +2.3% $136.26 -4.0%
315 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 28,978.0 $8.5M 0.03% +375.0 +1.3% $293.75 +3.3%
316 CTAS CINTAS CORP Industrials 49,125.0 $8.5M 0.03% +4K +9.0% $173.09 +15.6%
317 MEDP MEDPACE HLDGS INC Healthcare 15,870.0 $8.4M 0.02% +9K +139.9% $529.58 +11.6%
318 VTHR VANGUARD SCOTTSDALE FDS 25,149.0 $8.3M 0.02% +640.0 +2.6% $331.42 +2.6%
319 SONY SONY GROUP CORP Technology 413,043.0 $8.3M 0.02% +77K +22.8% $20.06 +17.0%
320 PAYX PAYCHEX INC Industrials 82,184.0 $8.1M 0.02% +10K +13.8% $98.64 +22.6%
Page 16 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%