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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 2 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 309.0 $231.4M 0.67% +24.0 +8.4% $748850.00
22 VYM VANGUARD WHITEHALL FDS 1,425,288.0 $225.2M 0.66% +26K +1.9% $158.03 +4.8%
23 TSLA TESLA INC Consumer Cyclical 532,816.0 $224.5M 0.65% +28K +5.6% $421.37 -19.5%
24 AVGO BROADCOM INC Technology 589,031.0 $223.1M 0.65% +27K +4.8% $378.80 +3.6%
25 VO VANGUARD INDEX FDS 2,401,779.0 $193.5M 0.56% +1.8M +301.7% $80.57 +4.3%
26 MU MICRON TECHNOLOGY INC Technology 162,815.0 $188.3M 0.55% +8K +5.2% $1156.68 -12.5%
27 VONG VANGUARD SCOTTSDALE FDS 1,386,338.0 $177.2M 0.52% +135K +10.8% $127.81 +0.7%
28 JPM JPMORGAN CHASE & CO Financial Services 534,744.0 $175.4M 0.51% +41K +8.3% $327.94 +10.1%
29 META META PLATFORMS INC Communication Services 301,293.0 $170.2M 0.50% +8K +2.6% $564.77 +0.7%
30 VBK VANGUARD INDEX FDS 456,269.0 $166.9M 0.49% +316K +224.2% $365.70 +0.1%
31 JNJ JOHNSON & JOHNSON Healthcare 642,722.0 $163.4M 0.48% +251K +64.0% $254.29 +3.2%
32 VBR VANGUARD INDEX FDS 639,128.0 $155.3M 0.45% +482K +306.7% $242.99 +2.8%
33 VB VANGUARD INDEX FDS 482,252.0 $146.2M 0.43% +3K +0.6% $303.12 +1.6%
34 IWF ISHARES TR 1,161,905.0 $144.3M 0.42% +888K +324.5% $124.17 +0.7%
35 LLY ELI LILLY & CO Healthcare 118,903.0 $143.1M 0.42% +3K +3.0% $1203.80 -1.5%
36 AGG ISHARES TR 1,436,769.0 $142.2M 0.41% +1.4M +3162.5% $98.98 -1.7%
37 DIS DISNEY WALT CO Communication Services 1,391,010.0 $134.1M 0.39% +16K +1.1% $96.41 +7.4%
38 VONV VANGUARD SCOTTSDALE FDS 1,244,115.0 $132.3M 0.39% +50K +4.2% $106.31 +5.9%
39 EFA ISHARES TR 1,244,155.0 $129.2M 0.38% +275K +28.4% $103.88 +4.4%
40 AMD ADVANCED MICRO DEVICES INC Technology 215,311.0 $125.5M 0.36% +23K +11.8% $582.78 -13.2%
Page 2 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%