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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 43 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FNDF SCHWAB STRATEGIC TR 16,597.0 $876K 0.00% +281.0 +1.7% $52.76 +4.2%
842 TEM TEMPUS AI INC Healthcare 15,053.0 $871K 0.00% +1K +9.2% $57.89 -14.3%
843 SPLV INVESCO EXCH TRADED FD TR II 11,573.0 $867K 0.00% +819.0 +7.6% $74.90 +1.9%
844 IUSV ISHARES TR 7,866.0 $866K 0.00% +2K +39.5% $110.14 +4.3%
845 AXS AXIS CAP HLDGS LTD Financial Services 8,053.0 $866K 0.00% +715.0 +9.7% $107.51 -5.4%
846 CFA VICTORY PORTFOLIOS II 8,744.0 $864K 0.00% +696.0 +8.7% $98.80 +3.5%
847 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 7,615.0 $859K 0.00% +3K +84.5% $112.74 +11.3%
848 INTERNATIONAL BANCSHARES COR 11,220.0 $852K 0.00% +79.0 +0.7% $75.95
849 LEA LEAR CORP Consumer Cyclical 6,357.0 $852K 0.00% +1K +26.1% $134.05 -7.4%
850 CRBG COREBRIDGE FINL INC Financial Services 29,639.0 $849K 0.00% +907.0 +3.2% $28.63 +16.3%
851 CE CELANESE CORP DEL Basic Materials 18,368.0 $845K 0.00% +597.0 +3.4% $46.00 -3.2%
852 PKX POSCO HOLDINGS INC Basic Materials 16,381.0 $842K 0.00% +7K +77.2% $51.38 +10.9%
853 VNT VONTIER CORPORATION Technology 28,976.0 $840K 0.00% +1K +3.9% $29.00 +12.0%
854 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,408.0 $834K 0.00% +24.0 +0.7% $244.77 -12.0%
855 IAC PEOPLE INC Technology 18,047.0 $833K 0.00% +223.0 +1.2% $46.16 -0.0%
856 FAF FIRST AMERN FINL CORP Financial Services 12,121.0 $831K 0.00% +2K +25.9% $68.59 +6.3%
857 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 13,448.0 $831K 0.00% +6K +70.6% $61.82 -7.1%
858 ESNT ESSENT GROUP LTD Financial Services 12,827.0 $825K 0.00% +4K +39.7% $64.28 +8.2%
859 JAMES HARDIE INDS PLC 30,973.0 $809K 0.00% +13K +69.7% $26.12
860 MRAM EVERSPIN TECHNOLOGIES INC Technology 33,661.0 $808K 0.00% +375.0 +1.1% $24.01 -23.5%
Page 43 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%