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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 33 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PCG PG&E CORP Utilities 110,607.0 $1.9M 0.01% +11K +10.9% $16.94 +4.9%
642 POWI POWER INTEGRATIONS INC Technology 22,326.0 $1.9M 0.01% +3K +16.1% $83.76 -31.0%
643 UGI UGI CORP NEW Utilities 53,901.0 $1.9M 0.01% +597.0 +1.1% $34.59 +11.5%
644 EXP EAGLE MATLS INC Basic Materials 7,844.0 $1.9M 0.01% +2K +43.7% $236.09 -12.3%
645 XBI SPDR SERIES TRUST 11,683.0 $1.8M 0.01% +3K +41.7% $158.25 +5.6%
646 ZS ZSCALER INC Technology 13,092.0 $1.8M 0.01% +1K +12.4% $141.21 +31.0%
647 BRX BRIXMOR PPTY GROUP INC Real Estate 58,252.0 $1.8M 0.01% +5K +8.5% $31.53 -5.9%
648 CDW CDW CORP Technology 13,046.0 $1.8M 0.01% +852.0 +7.0% $140.63 -4.2%
649 BUNGE GLOBAL SA 17,090.0 $1.8M 0.01% +2K +10.4% $106.81
650 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 9,421.0 $1.8M 0.01% +284.0 +3.1% $193.22 +6.7%
651 COOPER COS INC 25,270.0 $1.8M 0.01% +8K +43.8% $71.71
652 AR ANTERO RESOURCES CORP Energy 51,463.0 $1.8M 0.01% +500.0 +1.0% $35.14 +6.4%
653 ALLE ALLEGION PLC Industrials 12,868.0 $1.8M 0.01% +697.0 +5.7% $140.48 +16.5%
654 EIS ISHARES INC 14,889.0 $1.8M 0.01% +13K +739.8% $120.71 +2.1%
655 EWY ISHARES INC 8,895.0 $1.8M 0.01% +2K +37.1% $201.90 -13.5%
656 ENPH ENPHASE ENERGY INC Energy 36,368.0 $1.8M 0.01% +2K +4.5% $49.25 -21.3%
657 CR CRANE COMPANY Industrials 7,989.0 $1.8M 0.01% +369.0 +4.8% $223.07 -4.8%
658 ITA ISHARES TR 7,340.0 $1.8M 0.01% +334.0 +4.8% $242.42 +2.3%
659 MSA MSA SAFETY INC Industrials 10,130.0 $1.8M 0.01% +86.0 +0.9% $174.59 +9.2%
660 LAMR LAMAR ADVERTISING CO Real Estate 11,326.0 $1.8M 0.01% +509.0 +4.7% $155.97 -2.4%
Page 33 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%