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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 24 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PEO ADAM NAT RES FD INC Financial Services 158,447.0 $3.9M 0.01% +86K +117.6% $24.72 +14.3%
462 DOCU DOCUSIGN INC Technology 88,131.0 $3.9M 0.01% +5K +5.7% $44.42 +39.8%
463 AYI ACUITY INC Industrials 10,378.0 $3.9M 0.01% +2K +18.1% $376.63 -7.4%
464 APG API GROUP CORP Industrials 92,273.0 $3.9M 0.01% +83K +915.7% $42.35 +0.4%
465 TSCO TRACTOR SUPPLY CO Consumer Cyclical 122,938.0 $3.9M 0.01% +45K +57.9% $31.67 +11.9%
466 ACI ALBERTSONS COMPANIES INC Consumer Defensive 287,030.0 $3.9M 0.01% +180K +169.1% $13.53 -10.4%
467 UMC UNITED MICROELECTRONICS CORP Technology 142,719.0 $3.9M 0.01% +40K +38.7% $27.21 -33.4%
468 BCV BANCROFT FD LTD Financial Services 148,531.0 $3.9M 0.01% +3K +2.1% $25.99 -3.2%
469 STWD STARWOOD PPTY TR INC Real Estate 235,444.0 $3.9M 0.01% +5K +2.3% $16.38 +1.1%
470 TRP TC ENERGY CORP Energy 57,801.0 $3.8M 0.01% +37K +177.1% $66.30 -5.9%
471 WEC WEC ENERGY GROUP INC Utilities 32,662.0 $3.8M 0.01% +2K +7.5% $117.28 -6.8%
472 CNC CENTENE CORP DEL Healthcare 59,165.0 $3.8M 0.01% +17K +38.8% $64.41 +0.4%
473 BBY BEST BUY INC Consumer Cyclical 49,962.0 $3.8M 0.01% +8K +17.7% $75.90 +17.5%
474 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 331,531.0 $3.7M 0.01% +2K +0.6% $11.30 +0.2%
475 F FORD MTR CO Consumer Cyclical 264,783.0 $3.7M 0.01% +4K +1.7% $14.01 +3.4%
476 CNP CENTERPOINT ENERGY INC Utilities 83,877.0 $3.7M 0.01% +1K +1.8% $44.04 -8.3%
477 NOBL PROSHARES TR 65,720.0 $3.7M 0.01% +42K +177.1% $56.16 +4.6%
478 AEE AMEREN CORP Utilities 32,386.0 $3.7M 0.01% +698.0 +2.2% $113.35 -3.6%
479 CMS CMS ENERGY CORP Utilities 47,744.0 $3.7M 0.01% +5K +10.7% $76.72 -8.0%
480 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 15,152.0 $3.7M 0.01% +1K +8.6% $240.97 +4.6%
Page 24 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%