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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 20 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 THG HANOVER INS GROUP INC Financial Services 26,425.0 $5.7M 0.02% +521.0 +2.0% $214.13 +2.5%
382 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 106,810.0 $5.6M 0.02% +4K +4.1% $52.78 +26.9%
383 PDT HANCOCK JOHN PREM DIVID FD Financial Services 433,900.0 $5.6M 0.02% +225K +108.0% $12.95 -1.4%
384 EXC EXELON CORP Utilities 120,403.0 $5.6M 0.02% +2K +1.6% $46.64 -2.9%
385 UNM UNUM GROUP Financial Services 62,605.0 $5.6M 0.02% +1K +1.7% $89.40 -1.4%
386 RJF RAYMOND JAMES FINL INC Financial Services 36,657.0 $5.6M 0.02% +500.0 +1.4% $152.12 +18.2%
387 CNQ CANADIAN NAT RES LTD MED TER Energy 140,553.0 $5.6M 0.02% +8K +5.8% $39.52 +26.5%
388 EVEREST GROUP LTD 15,416.0 $5.5M 0.02% +3K +23.6% $357.53
389 QUAL ISHARES TR 24,951.0 $5.5M 0.02% +7K +36.4% $219.43 +2.6%
390 JBL JABIL INC Technology 14,081.0 $5.4M 0.02% +400.0 +2.9% $385.47 -15.9%
391 NRG NRG ENERGY INC Utilities 36,875.0 $5.4M 0.02% +1K +3.2% $146.06 -19.5%
392 AMG AFFILIATED MANAGERS GROUP Financial Services 15,825.0 $5.4M 0.02% +99.0 +0.6% $338.39 +6.8%
393 TWLO TWILIO INC Communication Services 25,953.0 $5.3M 0.02% +2K +8.9% $206.14 +9.5%
394 ZTS ZOETIS INC Healthcare 74,081.0 $5.3M 0.02% +17K +29.2% $72.03 +6.6%
395 JEPI J P MORGAN EXCHANGE TRADED F 94,099.0 $5.3M 0.01% +45K +90.5% $56.48 +2.7%
396 VFH VANGUARD WORLD FD 40,312.0 $5.3M 0.01% +2K +4.7% $131.60 +7.3%
397 CRH PLC 49,490.0 $5.3M 0.01% +1K +2.6% $107.00
398 HUBB HUBBELL INC Industrials 9,912.0 $5.2M 0.01% +183.0 +1.9% $523.19 -9.3%
399 SNEX STONEX GROUP INC Financial Services 43,638.0 $5.2M 0.01% +2K +5.5% $118.50 -43.7%
400 QXO QXO INC Industrials 298,944.0 $5.2M 0.01% +278K +1325.7% $17.28 -18.4%
Page 20 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%