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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 34 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CBSH COMMERCE BANCSHARES INC Financial Services 30,571.0 $1.8M 0.01% +2K +7.0% $57.75 +3.1%
662 FBND FIDELITY MERRIMACK STR TR 38,499.0 $1.8M 0.01% +14K +59.7% $45.49 -1.3%
663 FNB F N B CORP Financial Services 91,577.0 $1.7M 0.01% +12K +15.6% $19.08 +0.7%
664 VOE VANGUARD INDEX FDS 8,821.0 $1.7M 0.01% +3K +42.8% $197.61 +5.7%
665 DAVE INC 4,622.0 $1.7M 0.01% +2K +54.4% $372.61
666 TLH ISHARES TR 17,153.0 $1.7M 0.01% +2K +14.2% $100.35 -4.0%
667 LMB LIMBACH HLDGS INC Industrials 22,329.0 $1.7M 0.01% +3K +16.1% $77.00 -44.0%
668 SHV ISHARES TR 15,390.0 $1.7M 0.01% +508.0 +3.4% $110.35 -0.1%
669 CMC COMMERCIAL METALS CO Basic Materials 27,050.0 $1.7M 0.01% +2K +6.0% $62.76 +13.1%
670 FA FIRST ADVANTAGE CORP NEW Industrials 93,907.0 $1.7M 0.01% +21K +28.8% $18.05 +16.1%
671 MANH MANHATTAN ASSOCIATES INC Technology 12,139.0 $1.7M 0.01% +1K +12.0% $139.24 +42.5%
672 TFII TFI INTERNATIONAL INC Industrials 11,617.0 $1.7M 0.01% +2K +18.0% $143.57 -1.9%
673 HLN HALEON PLC Healthcare 178,766.0 $1.7M 0.01% +23K +14.8% $9.33 +4.2%
674 MGK VANGUARD WORLD FD 18,747.0 $1.6M 0.01% +16K +654.1% $87.91 +1.5%
675 POOL POOL CORP Industrials 7,651.0 $1.6M 0.01% +2K +26.2% $214.90 -12.7%
676 IEX IDEX CORP Industrials 7,241.0 $1.6M 0.01% +542.0 +8.1% $226.96 +3.2%
677 NWSA NEWS CORP NEW Communication Services 65,857.0 $1.6M 0.01% +5K +8.0% $24.83 +18.4%
678 FTDR FRONTDOOR INC Consumer Cyclical 21,043.0 $1.6M 0.01% +7K +46.1% $77.59 +6.9%
679 IYH ISHARES TR 24,268.0 $1.6M 0.01% +8K +51.6% $67.01 +7.0%
680 VOOG VANGUARD ADMIRAL FDS INC 19,649.0 $1.6M 0.01% +17K +645.1% $82.62 +1.6%
Page 34 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%