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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 5 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 346,468.0 $51.0M 0.15% +16K +5.0% $147.29 -0.4%
82 KLAC KLA CORP Technology 168,620.0 $51.0M 0.15% +151K +867.1% $302.60 -32.0%
83 ASML ASML HLDG NV Technology 25,524.0 $50.8M 0.15% +300.0 +1.2% $1989.32 -5.3%
84 VIOO VANGUARD ADMIRAL FDS INC 363,428.0 $50.0M 0.15% +9K +2.7% $137.54 +1.0%
85 VIG VANGUARD SPECIALIZED FUNDS 210,679.0 $49.9M 0.14% +14K +7.0% $236.62 +3.3%
86 VTWG VANGUARD SCOTTSDALE FDS 172,944.0 $49.8M 0.14% +4K +2.6% $287.68 +0.2%
87 IGSB ISHARES TR 923,586.0 $48.4M 0.14% +132K +16.7% $52.41 -0.5%
88 CVX CHEVRON CORPORATION Energy 288,864.0 $48.0M 0.14% +8K +2.8% $166.06 +22.1%
89 GLW CORNING INC Technology 184,534.0 $47.2M 0.14% +8K +4.4% $255.82 -32.3%
90 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 47,805.0 $46.2M 0.13% +2K +4.7% $965.63 +3.0%
91 DFSI DIMENSIONAL ETF TRUST 984,898.0 $44.4M 0.13% +190K +23.9% $45.10 +5.2%
92 DFAI DIMENSIONAL ETF TRUST 1,017,129.0 $42.0M 0.12% +261K +34.5% $41.25 +5.1%
93 EFG ISHARES TR 315,793.0 $39.3M 0.11% +100K +46.6% $124.42 +2.1%
94 DFNM DIMENSIONAL ETF TRUST 808,791.0 $39.1M 0.11% +21K +2.6% $48.34 -1.2%
95 MS MORGAN STANLEY Financial Services 186,589.0 $39.1M 0.11% +11K +6.0% $209.50 +4.2%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 138,030.0 $38.9M 0.11% +19K +16.4% $281.89 -18.8%
97 RTX RTX CORPORATION Industrials 202,976.0 $38.7M 0.11% +10K +5.4% $190.79 +16.2%
98 LIN LINDE PLC Basic Materials 73,996.0 $38.5M 0.11% +1K +2.0% $520.11 -8.8%
99 AXP AMERICAN EXPRESS CO Financial Services 112,055.0 $38.0M 0.11% +5K +5.0% $338.93 -0.8%
100 GLD SPDR GOLD TR Financial Services 102,676.0 $37.8M 0.11% +13K +14.2% $368.38 +10.1%
Page 5 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%