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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 52 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 HTHT H WORLD GROUP LTD Consumer Cyclical 5,900.0 $246K 0.00% +141.0 +2.5% $41.72 +11.8%
1022 THO THOR INDS INC Consumer Cyclical 3,213.0 $241K 0.00% +620.0 +23.9% $75.15 +2.5%
1023 IGIB ISHARES TR 4,533.0 $241K 0.00% +31.0 +0.7% $53.17 -2.0%
1024 HYG ISHARES TR 2,952.0 $236K 0.00% +280.0 +10.5% $79.97 -0.5%
1025 MKTX MARKETAXESS HLDGS INC Financial Services 2,077.0 $236K 0.00% +251.0 +13.8% $113.49 +43.2%
1026 J P MORGAN EXCHANGE TRADED F 4,609.0 $233K 0.00% +199.0 +4.5% $50.57
1027 TIMB TIM S A Communication Services 10,503.0 $226K 0.00% +273.0 +2.7% $21.50 -17.8%
1028 VWOB VANGUARD WHITEHALL FDS 3,353.0 $225K 0.00% +153.0 +4.8% $67.24 -2.2%
1029 PONY AI INC 31,475.0 $222K 0.00% +629.0 +2.0% $7.04
1030 RPV INVESCO EXCHANGE TRADED FD T 1,947.0 $222K 0.00% +10.0 +0.5% $113.80 +7.3%
1031 MEOH METHANEX CORP Basic Materials 4,684.0 $216K 0.00% +27.0 +0.6% $46.15 +24.6%
1032 DQ DAQO NEW ENERGY CORP Technology 15,743.0 $213K 0.00% +184.0 +1.2% $13.50 +1.3%
1033 GAP GAP INC Consumer Cyclical 11,223.0 $210K 0.00% +557.0 +5.2% $18.68 +7.7%
1034 NIU NIU TECHNOLOGIES Consumer Cyclical 103,147.0 $209K 0.00% +1K +1.0% $2.03 +1.3%
1035 TME TENCENT MUSIC ENTMT GROUP Communication Services 24,921.0 $208K 0.00% +8K +48.1% $8.35 +5.8%
1036 VERX VERTEX INC Technology 17,560.0 $202K 0.00% +1K +6.3% $11.48 +11.6%
1037 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 15,018.0 $199K 0.00% +4K +32.3% $13.26 +6.4%
1038 CRGY CRESCENT ENERGY COMPANY Energy 20,003.0 $196K 0.00% +499.0 +2.6% $9.82 +29.3%
1039 BLW BLACKROCK LTD DURATION INCOM Financial Services 15,656.0 $196K 0.00% +411.0 +2.7% $12.49 +2.2%
1040 NVDA CALL NVIDIA CORPORATION Technology 2,500.0 $194K 0.00% +2K +150.0% $77.78 +183.3%
Page 52 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%