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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 45 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TE T1 ENERGY INC Industrials 75,221.0 $711K 0.00% +1K +1.9% $9.45 -51.2%
882 QCRH QCR HLDGS INC Financial Services 7,167.0 $698K 0.00% +52.0 +0.7% $97.35 +7.4%
883 FTS FORTIS INC Utilities 11,989.0 $686K 0.00% +777.0 +6.9% $57.23 -0.5%
884 GRAL GRAIL INC Healthcare 10,066.0 $686K 0.00% +125.0 +1.3% $68.15 +6.9%
885 NJR NEW JERSEY RES CORP Utilities 12,216.0 $685K 0.00% +2K +23.8% $56.05 -1.0%
886 LPX LOUISIANA PAC CORP Basic Materials 8,663.0 $681K 0.00% +4K +83.8% $78.66 -9.6%
887 HALO HALOZYME THERAPEUTICS INC Healthcare 8,620.0 $675K 0.00% +251.0 +3.0% $78.27 +32.3%
888 CNS COHEN & STEERS INC Financial Services 8,807.0 $671K 0.00% +679.0 +8.3% $76.14 +9.1%
889 AES AES CORP Utilities 45,389.0 $667K 0.00% +828.0 +1.9% $14.69 +0.5%
890 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,087.0 $656K 0.00% +565.0 +16.0% $160.42 +11.0%
891 NTLA INTELLIA THERAPEUTICS INC Healthcare 38,782.0 $655K 0.00% +15K +62.7% $16.88 -29.1%
892 VPL VANGUARD INTL EQUITY INDEX F 5,517.0 $638K 0.00% +1K +29.8% $115.69 -0.7%
893 ACADIAN ASSET MANAGEMENT INC 8,913.0 $637K 0.00% +4K +70.4% $71.52
894 IYE ISHARES TR 11,231.0 $636K 0.00% +529.0 +4.9% $56.59 +18.2%
895 BETA BETA TECHNOLOGIES INC Industrials 37,788.0 $634K 0.00% +21K +127.0% $16.78 +50.1%
896 COPX GLOBAL X FDS 8,233.0 $634K 0.00% +585.0 +7.7% $76.97 +12.5%
897 DKNG DRAFTKINGS INC NEW Consumer Cyclical 25,079.0 $634K 0.00% +12K +86.7% $25.26 -1.8%
898 OGN ORGANON & CO Healthcare 46,515.0 $630K 0.00% +13K +39.6% $13.54 +1.2%
899 VNOM VIPER ENERGY INC Energy 14,829.0 $629K 0.00% +1K +9.8% $42.40 +1.8%
900 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 63,682.0 $625K 0.00% +26K +68.4% $9.81 +1.3%
Page 45 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%