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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 51 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 20,303.0 $307K 0.00% +1K +5.7% $15.12 +1.6%
1002 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,379.0 $307K 0.00% +319.0 +10.4% $90.76 +3.9%
1003 FLNC FLUENCE ENERGY INC Utilities 15,460.0 $306K 0.00% +310.0 +2.0% $19.81 -36.3%
1004 HUDSON PACIFIC PROPERTIES IN 20,125.0 $306K 0.00% +240.0 +1.2% $15.19
1005 DRS LEONARDO DRS INC Industrials 7,131.0 $304K 0.00% +140.0 +2.0% $42.67 +6.3%
1006 BGC BGC GROUP INC Financial Services 28,219.0 $302K 0.00% +4K +15.5% $10.69 +4.4%
1007 APCB TRUST FOR PROFESSIONAL MANAG 10,112.0 $298K 0.00% +1K +16.0% $29.43 -1.7%
1008 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 11,383.0 $295K 0.00% +4K +46.3% $25.95 +9.6%
1009 HUN HUNTSMAN CORP Basic Materials 27,656.0 $294K 0.00% +16K +131.4% $10.62 -2.9%
1010 PLUG PLUG PWR INC Industrials 107,722.0 $292K 0.00% +17K +18.6% $2.71 -15.9%
1011 SLP SIMULATIONS PLUS INC Healthcare 15,979.0 $292K 0.00% +317.0 +2.0% $18.24 +0.6%
1012 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 4,822.0 $286K 0.00% +642.0 +15.4% $59.35 -4.6%
1013 MLPX GLOBAL X FDS 3,871.0 $285K 0.00% +906.0 +30.6% $73.65 +1.8%
1014 CAR AVIS BUDGET GROUP INC Industrials 1,799.0 $266K 0.00% +58.0 +3.3% $147.83 -4.4%
1015 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 54,705.0 $263K 0.00% +3K +5.6% $4.81 +3.9%
1016 BV BRIGHTVIEW HLDGS INC Industrials 18,451.0 $261K 0.00% +544.0 +3.0% $14.17 -19.9%
1017 FBK FB FINL CORP Financial Services 4,721.0 $261K 0.00% +864.0 +22.4% $55.35 +10.8%
1018 VENTURE GLOBAL INC 22,718.0 $253K 0.00% +141.0 +0.6% $11.13
1019 UNIT UNITI GROUP LLC Real Estate 22,011.0 $252K 0.00% +311.0 +1.4% $11.47 -14.1%
1020 CRK COMSTOCK RES INC Energy 16,518.0 $246K 0.00% +2K +12.4% $14.92 -9.2%
Page 51 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%