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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 38 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 JEPQ J P MORGAN EXCHANGE TRADED F 21,053.0 $1.3M 0.00% +6K +43.6% $61.45 -2.5%
742 ALK ALASKA AIR GROUP INC Industrials 24,697.0 $1.3M 0.00% +4K +21.3% $52.20 -18.4%
743 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 115,600.0 $1.3M 0.00% +5K +4.5% $11.15 -9.4%
744 QVAL EA SERIES TRUST 23,223.0 $1.3M 0.00% +8K +48.8% $55.45 +10.1%
745 ULS UL SOLUTIONS INC Industrials 12,528.0 $1.3M 0.00% +640.0 +5.4% $101.86 -25.2%
746 ASB ASSOCIATED BANC-CORP Financial Services 41,370.0 $1.3M 0.00% +2K +4.9% $30.77 +3.2%
747 AVIV AMERICAN CENTY ETF TR 16,385.0 $1.3M 0.00% +183.0 +1.1% $77.42 +6.7%
748 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 26,832.0 $1.3M 0.00% +2K +9.2% $47.27 +7.4%
749 EQNR EQUINOR ASA Energy 40,288.0 $1.3M 0.00% +2K +5.7% $31.40 +33.5%
750 SLM SLM CORP Financial Services 48,704.0 $1.3M 0.00% +15K +43.1% $25.94 +4.6%
751 BRKR BRUKER CORP Healthcare 20,923.0 $1.3M 0.00% +5K +34.2% $60.22 -4.5%
752 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 25,058.0 $1.3M 0.00% +140.0 +0.6% $50.19 +7.3%
753 NICE NICE LTD Technology 13,830.0 $1.3M 0.00% +1K +9.4% $90.85 +10.6%
754 AIQ GLOBAL X FDS 19,083.0 $1.3M 0.00% +6K +41.0% $65.61 -4.6%
755 MUR MURPHY OIL CORP Energy 38,356.0 $1.2M 0.00% +6K +19.2% $32.56 +7.6%
756 INCY INCYTE CORP Healthcare 10,921.0 $1.2M 0.00% +928.0 +9.3% $114.32 +8.3%
757 IONQ IONQ INC Technology 23,372.0 $1.2M 0.00% +2K +7.5% $53.26 -16.4%
758 SWK STANLEY BLACK & DECKER INC Industrials 13,064.0 $1.2M 0.00% +768.0 +6.2% $94.12 +5.1%
759 IUSG ISHARES TR 6,531.0 $1.2M 0.00% +3K +65.0% $188.09 +1.6%
760 AGO ASSURED GUARANTY LTD Financial Services 15,218.0 $1.2M 0.00% +1K +10.0% $80.16 -5.1%
Page 38 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%