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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 53 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SOPH SOPHIA GENETICS SA Healthcare 32,203.0 $185K 0.00% +738.0 +2.4% $5.74 +32.9%
1042 GGB GERDAU SA Basic Materials 43,696.0 $177K 0.00% +3K +8.0% $4.04 +18.8%
1043 BYRN BYRNA TECHNOLOGIES INC Industrials 20,995.0 $141K +209.0 +1.0% $6.71 -41.0%
1044 NIO NIO INC Consumer Cyclical 27,002.0 $136K +1K +5.2% $5.05 -9.0%
1045 CORE LABORATORIES INC 10,547.0 $123K +197.0 +1.9% $11.65
1046 CNTX CONTEXT THERAPEUTICS INC Healthcare 214,875.0 $119K +105K +94.9% $0.55 -4.3%
1047 MSOS ADVISORSHARES TR 22,360.0 $114K +300.0 +1.4% $5.08 -10.6%
1048 EVO EVOTEC AG Healthcare 35,779.0 $100K +2K +4.8% $2.80 -30.0%
1049 GWH ESS TECH INC Industrials 88,982.0 $85K +2K +1.8% $0.96 -36.3%
1050 COUR COURSERA INC Consumer Defensive 13,500.0 $76K +695.0 +5.4% $5.64 -1.8%
1051 LXRX LEXICON PHARMACEUTICALS INC Healthcare 29,969.0 $72K +195.0 +0.7% $2.40 -2.5%
1052 SABR SABRE CORP Consumer Cyclical 32,703.0 $68K +801.0 +2.5% $2.09 +2.9%
1053 INDI INDIE SEMICONDUCTOR INC Technology 12,145.0 $55K +469.0 +4.0% $4.49 +4.9%
1054 COTY COTY INC Consumer Defensive 23,436.0 $51K +3K +15.6% $2.16 +23.6%
1055 AFCG ADVANCED FLOWER CAP INC Real Estate 14,758.0 $46K +2K +19.2% $3.10 +11.9%
1056 BGS B & G FOODS INC Consumer Defensive 11,008.0 $44K +109.0 +1.0% $4.03 -14.4%
1057 VALE CALL VALE S A Basic Materials 200.0 $44.0 +100.0 +100.0% $0.22 +6150.0%
Page 53 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%