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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 18 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CWST CASELLA WASTE SYS INC Industrials 74,987.0 $7.3M 0.02% +22K +42.6% $96.97 -7.3%
342 SEIC SEI INVTS CO Financial Services 82,758.0 $7.3M 0.02% +52K +167.5% $87.71 +21.9%
343 KEYS KEYSIGHT TECHNOLOGIES INC Technology 20,452.0 $7.2M 0.02% +907.0 +4.6% $351.72 -3.0%
344 XEL XCEL ENERGY INC Utilities 88,355.0 $7.1M 0.02% +917.0 +1.1% $80.55 -1.7%
345 DUSB DIMENSIONAL ETF TRUST 135,956.0 $6.9M 0.02% +79K +139.8% $50.78 -0.1%
346 AVDE AMERICAN CENTY ETF TR 76,606.0 $6.8M 0.02% +548.0 +0.7% $89.20 +4.5%
347 DOV DOVER CORP Industrials 30,193.0 $6.8M 0.02% +3K +10.0% $225.18 -9.8%
348 DHI D R HORTON INC Consumer Cyclical 41,358.0 $6.8M 0.02% +836.0 +2.1% $163.72 -11.0%
349 FTF FRANKLIN LTD DURATION INCOME Financial Services 1,167,159.0 $6.8M 0.02% +689K +144.2% $5.79 +0.6%
350 NTRA NATERA INC Healthcare 24,881.0 $6.8M 0.02% +445.0 +1.8% $271.45 +14.8%
351 RBC RBC BEARINGS INC Industrials 10,480.0 $6.7M 0.02% +237.0 +2.3% $644.03 -15.3%
352 TROW PRICE T ROWE GROUP INC Financial Services 58,752.0 $6.7M 0.02% +10K +19.7% $113.90 -3.1%
353 CHRW C H ROBINSON WORLDWIDE IN Industrials 35,109.0 $6.6M 0.02% +320.0 +0.9% $188.63 -23.3%
354 SCHX SCHWAB STRATEGIC TR 224,092.0 $6.6M 0.02% +20K +9.6% $29.43 +2.9%
355 XLC SELECT SECTOR SPDR TR 61,556.0 $6.6M 0.02% +8K +14.8% $107.13 +3.1%
356 CAH CARDINAL HEALTH INC Healthcare 27,584.0 $6.6M 0.02% +2K +6.1% $238.73 -1.6%
357 PUK PRUDENTIAL PLC Financial Services 241,885.0 $6.5M 0.02% +23K +10.5% $26.81 +4.7%
358 HSY HERSHEY CO Consumer Defensive 36,685.0 $6.5M 0.02% +6K +21.3% $176.00 +4.2%
359 LNG CHENIERE ENERGY INC Energy 26,738.0 $6.4M 0.02% +4K +19.0% $239.01 +14.5%
360 EXPD EXPEDITORS INTL WASH INC Industrials 39,078.0 $6.4M 0.02% +1K +2.8% $162.98 +14.1%
Page 18 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%