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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 30 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ESI ELEMENT SOLUTIONS INC Basic Materials 49,186.0 $2.3M 0.01% +10K +25.7% $47.75 -21.9%
582 NEBIUS GROUP N.V. 8,476.0 $2.3M 0.01% +4K +71.9% $276.62
583 LEIDOS HOLDINGS INC 22,760.0 $2.3M 0.01% +2K +11.2% $102.97
584 SKM SK TELECOM CO LTD Communication Services 72,841.0 $2.3M 0.01% +11K +17.0% $32.15 +19.5%
585 VYX NCR VOYIX CORPORATION Technology 286,418.0 $2.3M 0.01% +83K +40.7% $8.17 -7.2%
586 CNA CNA FINL CORP Financial Services 48,132.0 $2.3M 0.01% +21K +74.7% $48.61 +3.5%
587 GLPI GAMING & LEISURE P Real Estate 52,032.0 $2.3M 0.01% +9K +22.0% $44.53 -5.5%
588 TEX TEREX CORP NEW Industrials 31,997.0 $2.3M 0.01% +1K +3.3% $72.39 -11.0%
589 BMO BANK MONTREAL MEDIUM Financial Services 13,066.0 $2.3M 0.01% +138.0 +1.1% $176.70 +3.3%
590 MAS MASCO CORP Industrials 28,368.0 $2.3M 0.01% +2K +7.2% $81.37 -9.8%
591 EVRG EVERGY INC Utilities 26,291.0 $2.3M 0.01% +5K +21.3% $86.43 -3.5%
592 GKOS GLAUKOS CORP Healthcare 16,214.0 $2.3M 0.01% +2K +14.9% $139.76 +31.8%
593 OVV OVINTIV INC Energy 42,964.0 $2.3M 0.01% +3K +6.8% $52.65 +23.5%
594 SKYWARD SPECIALTY INS GROUP 38,310.0 $2.2M 0.01% +4K +11.1% $58.35
595 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,417.0 $2.2M 0.01% +345.0 +4.9% $301.02 -24.1%
596 NMR NOMURA HLDGS INC Financial Services 253,790.0 $2.2M 0.01% +12K +5.0% $8.78 +9.9%
597 BRO BROWN & BROWN INC Financial Services 34,506.0 $2.2M 0.01% +5K +16.5% $64.30 +7.9%
598 TTC TORO CO Industrials 22,650.0 $2.2M 0.01% +621.0 +2.8% $97.59 -1.2%
599 VOX VANGUARD WORLD FD 12,001.0 $2.2M 0.01% +3K +30.3% $183.94 +0.2%
600 AVAV AEROVIRONMENT INC Industrials 13,349.0 $2.2M 0.01% +2K +15.1% $165.06 +5.5%
Page 30 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%