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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 50 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LIBERTY LIVE HOLDINGS INC 3,772.0 $398K 0.00% +76.0 +2.1% $105.64
982 CSIQ CANADIAN SOLAR INC Energy 24,172.0 $387K 0.00% +209.0 +0.9% $16.03 -7.7%
983 BKAG BNY MELLON ETF TRUST 9,116.0 $382K 0.00% +303.0 +3.4% $41.95 -1.7%
984 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 10,422.0 $380K 0.00% +426.0 +4.3% $36.49 +6.6%
985 SINCLAIR INC 26,573.0 $379K 0.00% +137.0 +0.5% $14.25
986 BNDX VANGUARD CHARLOTTE FDS 7,813.0 $378K 0.00% +2K +24.2% $48.43 -1.6%
987 ERII ENERGY RECOVERY INC Industrials 41,612.0 $375K 0.00% +993.0 +2.4% $9.02 -9.8%
988 WLK WESTLAKE CORPORATION Basic Materials 5,038.0 $368K 0.00% +78.0 +1.6% $72.99 +7.1%
989 SUSB ISHARES TR 14,592.0 $365K 0.00% +6K +69.9% $24.99 -0.6%
990 XPEV XPENG INC Consumer Cyclical 27,100.0 $361K 0.00% +518.0 +1.9% $13.32 -8.4%
991 FEDERATED HERMES INC 6,462.0 $357K 0.00% +34.0 +0.5% $55.22
992 COMP COMPASS INC Technology 28,838.0 $356K 0.00% +4K +14.9% $12.33 +0.5%
993 LKFN LAKELAND FINL CORP Financial Services 5,723.0 $353K 0.00% +525.0 +10.1% $61.72 +0.2%
994 PTEN PATTERSON-UTI ENERGY INC Energy 38,137.0 $350K 0.00% +4K +11.4% $9.18 +33.1%
995 IPAC ISHARES TR 4,231.0 $347K 0.00% +301.0 +7.7% $81.93 +5.7%
996 FCOM FIDELITY COVINGTON TRUST 4,821.0 $335K 0.00% +661.0 +15.9% $69.48 +1.0%
997 DEA EASTERLY GOVT PPTYS INC Real Estate 13,295.0 $331K 0.00% +256.0 +2.0% $24.93 -1.6%
998 EIPI FIRST TR EXCHNG TRADED FD VI 15,016.0 $328K 0.00% +247.0 +1.7% $21.84 +4.2%
999 SHLD GLOBAL X FDS 5,377.0 $321K 0.00% +330.0 +6.5% $59.71 +17.2%
1000 TIP ISHARES TR 2,853.0 $312K 0.00% +1K +54.5% $109.43 -2.4%
Page 50 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%