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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 35 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ITUB ITAU UNIBANCO HLDG S A Financial Services 197,193.0 $1.6M 0.01% +19K +10.4% $8.23 -8.7%
682 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 6,155.0 $1.6M 0.01% +1K +23.7% $263.25 +40.8%
683 FELE FRANKLIN ELEC INC Industrials 15,100.0 $1.6M 0.01% +1K +8.0% $107.19 -3.8%
684 APLE APPLE HOSPITALITY REIT INC Real Estate 96,129.0 $1.6M 0.01% +11K +12.4% $16.81 -3.4%
685 S SENTINELONE INC Technology 94,290.0 $1.6M 0.01% +63K +197.8% $16.96 +30.3%
686 LULU LULULEMON ATHLETICA INC Consumer Cyclical 13,946.0 $1.6M 0.01% +4K +39.0% $114.18 +4.9%
687 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 127,062.0 $1.6M 0.01% +12K +10.5% $12.52 -2.8%
688 IXC ISHARES TR 32,371.0 $1.6M 0.01% +202.0 +0.6% $49.13 +19.4%
689 AVNT AVIENT CORPORATION Basic Materials 43,009.0 $1.6M 0.01% +3K +8.2% $36.96 +19.9%
690 MLI MUELLER INDS INC Industrials 13,042.0 $1.6M 0.01% +157.0 +1.2% $121.77 -47.0%
691 BURL BURLINGTON STORES INC Consumer Cyclical 4,982.0 $1.6M 0.01% +502.0 +11.2% $316.77 +5.8%
692 FMS FRESENIUS MEDICAL CARE AG Healthcare 69,638.0 $1.6M 0.01% +3K +3.8% $22.61 +5.6%
693 WY WEYERHAEUSER CO Real Estate 65,086.0 $1.6M 0.01% +2K +2.7% $24.10 +0.7%
694 WCC WESCO INTL INC Industrials 4,533.0 $1.6M 0.01% +197.0 +4.5% $345.42 +0.7%
695 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 9,004.0 $1.6M 0.01% +454.0 +5.3% $173.12 -6.7%
696 LCII LCI INDS Consumer Cyclical 14,670.0 $1.6M 0.01% +2K +17.8% $105.88 -0.9%
697 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 34,027.0 $1.5M 0.01% +5K +15.6% $45.52 +10.5%
698 CNI CANADIAN NATL RY CO Industrials 12,975.0 $1.5M 0.01% +540.0 +4.3% $119.24 +8.0%
699 SLG SL GREEN RLTY CORP Real Estate 29,633.0 $1.5M 0.00% +2K +8.9% $51.95 +12.8%
700 IBB ISHARES TR 8,071.0 $1.5M 0.00% +2K +29.4% $190.18 +11.8%
Page 35 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%