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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 39 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 STVN STEVANATO GROUP S P A Healthcare 67,455.0 $1.2M 0.00% +12K +22.3% $18.07 +17.5%
762 UEC URANIUM ENERGY CORP Energy 114,037.0 $1.2M 0.00% +28K +32.0% $10.66 +1.1%
763 BFLY BUTTERFLY NETWORK INC Healthcare 145,240.0 $1.2M 0.00% +2K +1.2% $8.37 +7.0%
764 PI IMPINJ INC Technology 8,432.0 $1.2M 0.00% +729.0 +9.5% $143.22 +17.2%
765 SLF SUN LIFE FINANCIAL INC. Financial Services 15,275.0 $1.2M 0.00% +81.0 +0.5% $78.41 +2.5%
766 SPYV SPDR SERIES TRUST 19,674.0 $1.2M 0.00% +5K +34.9% $60.79 +4.5%
767 BBWI BATH & BODY WORKS INC Consumer Cyclical 51,450.0 $1.2M 0.00% +13K +32.7% $23.13 -13.2%
768 AMH AMERICAN HOMES 4 RENT Real Estate 35,452.0 $1.2M 0.00% +7K +24.5% $33.52 +1.0%
769 SAIC SCIENCE APPLICATIONS INTL CO Technology 10,757.0 $1.2M 0.00% +682.0 +6.8% $110.41 +13.7%
770 ESAB ESAB CORPORATION Industrials 11,997.0 $1.2M 0.00% +754.0 +6.7% $98.63 -18.9%
771 PB PROSPERITY BANCSHARES INC Financial Services 16,163.0 $1.2M 0.00% +5K +42.9% $73.05 +1.9%
772 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 88,414.0 $1.2M 0.00% +58K +188.5% $13.28 -17.6%
773 KBH KB HOME Consumer Cyclical 18,640.0 $1.2M 0.00% +3K +21.7% $62.59 -13.1%
774 FRT FEDERAL RLTY INVT TR NEW Real Estate 9,354.0 $1.2M 0.00% +789.0 +9.2% $124.33 -5.5%
775 PSMT PRICESMART INC Consumer Defensive 5,940.0 $1.2M 0.00% +219.0 +3.8% $195.34 -9.7%
776 MTCH MATCH GROUP INC NEW Communication Services 30,469.0 $1.2M 0.00% +3K +10.4% $38.05 +2.4%
777 TFX TELEFLEX INCORPORATED Healthcare 9,132.0 $1.2M 0.00% +3K +51.0% $126.75 +4.1%
778 ARTY ISHARES TR 15,153.0 $1.2M 0.00% +9K +167.4% $76.17 -3.3%
779 U UNITY SOFTWARE INC Technology 40,202.0 $1.1M 0.00% +3K +8.2% $28.58 +64.3%
780 OGE OGE ENERGY CORP Utilities 23,435.0 $1.1M 0.00% +5K +29.1% $48.66 -2.8%
Page 39 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%