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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 25 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BYD BOYD GAMING CORP Consumer Cyclical 41,111.0 $3.6M 0.01% +2K +5.3% $88.34 -8.4%
482 RKLB ROCKET LAB CORP Industrials 35,602.0 $3.6M 0.01% +18K +99.7% $101.65 -28.9%
483 AKRE PROFESIONALLY MANAGED PORTFO 67,945.0 $3.6M 0.01% +43K +176.9% $53.19 +13.4%
484 LYV LIVE NATION ENTERTAINMENT IN Communication Services 19,571.0 $3.6M 0.01% +2K +12.2% $183.66 -0.7%
485 SWKS SKYWORKS SOLUTIONS INC Technology 52,673.0 $3.6M 0.01% +8K +18.0% $67.78 +1.3%
486 VRSN VERISIGN INC Technology 14,162.0 $3.6M 0.01% +567.0 +4.2% $251.81 +10.5%
487 SYF SYNCHRONY FINANCIAL Financial Services 45,958.0 $3.5M 0.01% +1K +2.4% $76.18 +1.3%
488 VGK VANGUARD INTL EQUITY INDEX F 39,503.0 $3.5M 0.01% +6K +17.8% $88.54 +3.8%
489 SPXC SPX TECHNOLOGIES INC Industrials 14,236.0 $3.5M 0.01% +150.0 +1.1% $245.18 -16.6%
490 WAT WATERS CORP Healthcare 9,262.0 $3.5M 0.01% +74.0 +0.8% $376.02 +8.8%
491 WSFS WSFS FINL CORP Financial Services 45,351.0 $3.5M 0.01% +12K +37.7% $76.73 +4.3%
492 XLB SELECT SECTOR SPDR TR 67,706.0 $3.4M 0.01% +2K +2.6% $50.83 +3.2%
493 UMBF UMB FINL CORP Financial Services 24,036.0 $3.4M 0.01% +247.0 +1.0% $142.83 +2.6%
494 AMLP ALPS ETF TR 66,059.0 $3.4M 0.01% +5K +8.7% $51.85 +6.1%
495 ARW ARROW ELECTRS INC Technology 15,900.0 $3.4M 0.01% +1K +8.3% $213.41 -3.3%
496 NYT NEW YORK TIMES CO MTN BE Communication Services 48,297.0 $3.4M 0.01% +746.0 +1.6% $69.98 -6.4%
497 BIIB BIOGEN INC Healthcare 15,469.0 $3.4M 0.01% +561.0 +3.8% $217.25 -0.5%
498 STM STMICROELECTRONICS N V Technology 44,946.0 $3.4M 0.01% +3K +8.4% $74.61 -32.8%
499 VICR VICOR CORP Technology 8,827.0 $3.4M 0.01% +85.0 +1.0% $379.76 -45.9%
500 APA APA CORPORATION Energy 102,131.0 $3.3M 0.01% +5K +5.2% $32.74 +35.3%
Page 25 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%