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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 19 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VGIT VANGUARD SCOTTSDALE FDS 107,526.0 $6.3M 0.02% +54K +99.2% $58.98 -0.7%
362 EMXC ISHARES INC 61,413.0 $6.3M 0.02% +16K +34.0% $102.30 -6.0%
363 BN BROOKFIELD CORP Financial Services 146,431.0 $6.2M 0.02% +5K +3.8% $42.61 -1.1%
364 WAB WABTEC Industrials 23,061.0 $6.2M 0.02% +982.0 +4.5% $269.60 +8.4%
365 WBD WARNER BROS DISCOVERY INC Communication Services 230,540.0 $6.2M 0.02% +11K +4.8% $26.76 +6.6%
366 EA ELECTRONIC ARTS INC Communication Services 29,718.0 $6.1M 0.02% +2K +6.1% $205.90 +1.8%
367 SUSA ISHARES TR 39,580.0 $6.1M 0.02% +8K +24.7% $154.30 +2.6%
368 VCSH VANGUARD SCOTTSDALE FDS 76,529.0 $6.0M 0.02% +42K +118.7% $79.03 -0.4%
369 ALAB ASTERA LABS INC Technology 12,506.0 $6.0M 0.02% +2K +17.5% $483.02 -40.2%
370 LYG LLOYDS BANKING GROUP PLC Financial Services 1,035,643.0 $6.0M 0.02% +40K +4.0% $5.83 +1.9%
371 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 177,906.0 $6.0M 0.02% +14K +8.5% $33.88 +10.6%
372 ASTS AST SPACEMOBILE INC Technology 67,680.0 $6.0M 0.02% +1K +1.9% $88.86 -25.2%
373 HUM HUMANA INC Healthcare 15,086.0 $6.0M 0.02% +4K +33.5% $398.50 -5.2%
374 HUBS HUBSPOT INC Technology 32,884.0 $6.0M 0.02% +26K +397.3% $182.51 +32.4%
375 APOS APOLLO GLOBAL MGMT INC Financial Services 50,380.0 $6.0M 0.02% +5K +10.7% $118.56 -78.4%
376 NMFC NEW MTN FIN CORP Financial Services 824,801.0 $5.9M 0.02% +164K +24.7% $7.17 +5.9%
377 HIG HARTFORD INSURANCE GROUP INC Financial Services 44,269.0 $5.9M 0.02% +2K +4.6% $133.04 +3.4%
378 KKR KKR & CO INC Financial Services 63,184.0 $5.8M 0.02% +7K +13.4% $92.03 +20.0%
379 VCIT VANGUARD SCOTTSDALE FDS 70,304.0 $5.8M 0.02% +9K +14.1% $82.65 -1.5%
380 VIS VANGUARD WORLD FD 15,896.0 $5.7M 0.02% +950.0 +6.4% $360.38 -3.1%
Page 19 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%