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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 47 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CHRD CHORD ENERGY CORPORATION Energy 4,922.0 $563K 0.00% +2K +49.6% $114.29 +25.0%
922 EWU ISHARES TR 11,914.0 $550K 0.00% +1K +9.8% $46.14 +4.4%
923 DFCA DIMENSIONAL ETF TRUST 10,926.0 $548K 0.00% +4K +65.8% $50.18 -0.7%
924 W WAYFAIR INC Consumer Cyclical 5,892.0 $545K 0.00% +402.0 +7.3% $92.42 +11.6%
925 GLDM WORLD GOLD TR Financial Services 6,815.0 $541K 0.00% +4K +148.4% $79.42 +10.1%
926 AIOT POWERFLEET INC Technology 139,904.0 $536K 0.00% +54K +63.8% $3.83 -24.8%
927 RITM RITHM CAPITAL CORP Real Estate 57,052.0 $536K 0.00% +18K +47.4% $9.39 +9.3%
928 CDRE CADRE HLDGS INC Industrials 18,650.0 $532K 0.00% +198.0 +1.1% $28.51 +16.8%
929 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 9,273.0 $531K 0.00% +253.0 +2.8% $57.22 +16.5%
930 CNR CORE NATURAL RESOURCES INC Energy 6,603.0 $528K 0.00% +1K +20.9% $80.02 +19.8%
931 GSLC GOLDMAN SACHS ETF TR 3,714.0 $527K 0.00% +285.0 +8.3% $141.87 +4.1%
932 HCC WARRIOR MET COAL INC Energy 6,465.0 $525K 0.00% +2K +38.9% $81.16 +21.5%
933 PARR PAR PAC HOLDINGS INC Energy 9,296.0 $521K 0.00% +345.0 +3.9% $56.08 +46.3%
934 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 54,806.0 $521K 0.00% +1K +2.7% $9.51 -11.0%
935 PSNL PERSONALIS INC Healthcare 39,015.0 $520K 0.00% +566.0 +1.5% $13.32 +4.2%
936 G GENPACT LIMITED Technology 18,879.0 $519K 0.00% +3K +16.8% $27.50 +22.5%
937 BLLN BILLIONTOONE INC Healthcare 4,346.0 $519K 0.00% +66.0 +1.5% $119.32 -21.3%
938 EWT ISHARES INC 4,772.0 $518K 0.00% +329.0 +7.4% $108.61 -0.7%
939 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 17,142.0 $517K 0.00% +558.0 +3.4% $30.18 -1.7%
940 SEI SOLARIS ENERGY INFRAS INC Energy 6,398.0 $515K 0.00% +655.0 +11.4% $80.46 -18.0%
Page 47 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%