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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 40 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 KT KT CORP Communication Services 65,545.0 $1.1M 0.00% +20K +43.6% $17.28 +8.9%
782 CRWV COREWEAVE INC Technology 11,336.0 $1.1M 0.00% +3K +32.7% $99.54 -3.6%
783 RVTY REVVITY INC Healthcare 10,074.0 $1.1M 0.00% +863.0 +9.4% $111.26 +2.9%
784 TTD THE TRADE DESK INC Technology 60,862.0 $1.1M 0.00% +10K +20.7% $18.28 -25.4%
785 ENVA ENOVA INTL INC Financial Services 4,618.0 $1.1M 0.00% +2K +52.5% $240.71 +9.0%
786 MILLROSE PPTYS INC 36,916.0 $1.1M 0.00% +4K +12.7% $30.09
787 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 21,906.0 $1.1M 0.00% +3K +14.2% $50.53 -2.6%
788 ALGN ALIGN TECHNOLOGY INC Healthcare 6,544.0 $1.1M 0.00% +603.0 +10.2% $168.66 +0.6%
789 ROKU ROKU INC Communication Services 7,988.0 $1.1M 0.00% +424.0 +5.6% $138.14 +15.5%
790 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 237,872.0 $1.1M 0.00% +194K +438.3% $4.62 -25.7%
791 UI UBIQUITI INC Technology 2,045.0 $1.1M 0.00% +106.0 +5.5% $533.92 +8.5%
792 BROOKFIELD ASSET MANAGMT LTD 23,792.0 $1.1M 0.00% +1K +6.3% $44.85
793 RLI RLI CORP Financial Services 18,027.0 $1.1M 0.00% +2K +15.2% $59.07 +8.6%
794 MANU MANCHESTER UTD PLC NEW Communication Services 46,435.0 $1.1M 0.00% +751.0 +1.6% $22.93 +3.2%
795 UBSI UNITED BANKSHARES INC WEST V Financial Services 23,229.0 $1.1M 0.00% +6K +38.2% $45.83 +5.9%
796 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 35,688.0 $1.1M 0.00% +25K +227.0% $29.75 +18.5%
797 OI O-I GLASS INC Consumer Cyclical 110,041.0 $1.1M 0.00% +57K +107.3% $9.63 -33.5%
798 FCPT FOUR CORNERS PPTY TR INC Real Estate 42,819.0 $1.1M 0.00% +4K +11.0% $24.70 +1.3%
799 CHTR CHARTER COMMUNICATIONS INC Communication Services 7,378.0 $1.1M 0.00% +907.0 +14.0% $142.69 +5.6%
800 BIDU BAIDU INC Communication Services 9,190.0 $1.1M 0.00% +1K +15.4% $114.29 -20.7%
Page 40 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%