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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 17 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FMDE FIDELITY COVINGTON TRUST 199,337.0 $8.1M 0.02% +2K +1.1% $40.58 +4.5%
322 BSX BOSTON SCIENTIFIC CORP Healthcare 188,970.0 $8.1M 0.02% +9K +4.8% $42.79 +19.3%
323 RS RELIANCE INC Basic Materials 21,448.0 $8.0M 0.02% +125.0 +0.6% $373.61 +12.7%
324 WCN WASTE CONNECTIONS INC Industrials 47,737.0 $8.0M 0.02% +5K +11.1% $166.69 -0.3%
325 MKL MARKEL GROUP INC Financial Services 4,065.0 $7.9M 0.02% +96.0 +2.4% $1952.77 -6.9%
326 CRCL CIRCLE INTERNET GROUP INC Financial Services 126,385.0 $7.9M 0.02% +36K +40.1% $62.63 +15.4%
327 GH GUARDANT HEALTH INC Healthcare 52,568.0 $7.9M 0.02% +476.0 +0.9% $149.95 +6.9%
328 MTB M & T BK CORP Financial Services 33,078.0 $7.9M 0.02% +2K +6.3% $238.06 +6.0%
329 VIOV VANGUARD ADMIRAL FDS INC 66,990.0 $7.9M 0.02% +2K +2.4% $117.33 +1.4%
330 EW EDWARDS LIFESCIENCES CORP Healthcare 86,431.0 $7.8M 0.02% +2K +2.2% $90.71 +0.8%
331 SNN SMITH & NEPHEW PLC Healthcare 266,969.0 $7.7M 0.02% +66K +33.1% $28.81 +5.0%
332 KMI KINDER MORGAN INC DEL Energy 239,351.0 $7.7M 0.02% +11K +4.9% $32.09 +2.4%
333 RHI ROBERT HALF INC. Industrials 248,897.0 $7.6M 0.02% +49K +24.3% $30.70 +43.0%
334 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 1,045,009.0 $7.6M 0.02% +581K +125.4% $7.30 -0.4%
335 CSGP COSTAR GROUP INC Real Estate 267,626.0 $7.6M 0.02% +229K +594.2% $28.33 +12.8%
336 VFL ABRDN NATL MUN INCOME FD Financial Services 725,977.0 $7.5M 0.02% +132K +22.2% $10.37 -0.6%
337 Q QNITY ELECTRONICS INC Technology 45,661.0 $7.5M 0.02% +5K +12.4% $163.62 -18.7%
338 USXF ISHARES TR 107,355.0 $7.5M 0.02% +13K +14.2% $69.45 -1.1%
339 RF REGIONS FINANCIAL CORP NEW Financial Services 245,405.0 $7.4M 0.02% +6K +2.7% $30.22 +5.1%
340 MDB MONGODB INC Technology 21,948.0 $7.4M 0.02% +18K +436.5% $335.90 +30.4%
Page 17 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%