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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 4 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 100,461.0 $74.0M 0.21% +14K +16.0% $736.41 -0.9%
62 XOM EXXON MOBIL CORP Energy 539,471.0 $74.0M 0.21% +3K +0.5% $137.11 +17.8%
63 CAT CATERPILLAR INC Industrials 68,433.0 $73.1M 0.21% +4K +5.7% $1067.75 -17.4%
64 CSCO CISCO SYS INC Technology 611,037.0 $71.9M 0.21% +33K +5.6% $117.67 -4.1%
65 DFSU DIMENSIONAL ETF TRUST 1,508,057.0 $70.3M 0.20% +276K +22.4% $46.63 +4.2%
66 VNQ VANGUARD INDEX FDS 726,100.0 $70.0M 0.20% +46K +6.8% $96.43 +1.6%
67 INTC INTEL CORP Technology 491,418.0 $68.8M 0.20% +58K +13.3% $139.98 -26.1%
68 IWV ISHARES TR 159,058.0 $67.8M 0.20% +132K +493.0% $426.40 +3.3%
69 GE GE AEROSPACE Industrials 176,173.0 $66.0M 0.19% +7K +4.2% $374.68 -1.4%
70 WMT WALMART INC Consumer Defensive 559,922.0 $63.8M 0.19% +8K +1.4% $113.93 +0.4%
71 HD HOME DEPOT INC Consumer Cyclical 177,597.0 $62.8M 0.18% +6K +3.5% $353.33 -4.4%
72 GEV GE VERNOVA INC Utilities 50,351.0 $59.3M 0.17% +2K +3.6% $1178.05 -8.4%
73 DFCF DIMENSIONAL ETF TRUST 1,379,508.0 $58.2M 0.17% +10K +0.7% $42.21 -1.4%
74 BAC BANK OF AMER CORP Financial Services 1,009,724.0 $57.8M 0.17% +17K +1.7% $57.26 +11.6%
75 IVW ISHARES TR 407,233.0 $56.0M 0.16% +54K +15.4% $137.53 +2.9%
76 UNH UNITEDHEALTH GROUP INC Healthcare 131,429.0 $54.9M 0.16% +13K +10.5% $417.91 -5.3%
77 PM PHILIP MORRIS INTL INC Consumer Defensive 296,532.0 $53.8M 0.16% +9K +3.1% $181.29 +1.8%
78 GS GOLDMAN SACHS GROUP INC Financial Services 52,204.0 $52.9M 0.15% +6K +13.9% $1013.64 +3.7%
79 IWO ISHARES TR 130,483.0 $51.4M 0.15% +9K +7.4% $393.96 +0.2%
80 PG PROCTER & GAMBLE CO Consumer Defensive 349,295.0 $51.3M 0.15% +70K +25.0% $146.89 -2.6%
Page 4 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%