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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 6 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,638,668.0 $37.3M 0.11% +25K +1.6% $22.75 -1.1%
102 TMO THERMO FISHER SCIENTIFIC INC Healthcare 73,043.0 $36.8M 0.11% +3K +4.0% $503.93 +16.2%
103 PAGP PLAINS GP HLDGS L P Energy 1,500,302.0 $36.4M 0.11% +1.2M +436.8% $24.27 +7.0%
104 TXN TEXAS INSTRS INC Technology 121,529.0 $36.3M 0.11% +3K +2.5% $298.78 -7.7%
105 DFAU DIMENSIONAL ETF TRUST 702,119.0 $36.3M 0.11% +22K +3.2% $51.69 +3.2%
106 AVDV AMERICAN CENTY ETF TR 350,754.0 $36.1M 0.10% +38K +12.1% $103.05 +7.4%
107 WFC WELLS FARGO & CO Financial Services 436,006.0 $36.1M 0.10% +12K +2.9% $82.88 +6.5%
108 VGT VANGUARD WORLD FD 302,309.0 $36.1M 0.10% +266K +738.1% $119.52 +0.5%
109 VEU VANGUARD INTL EQUITY INDEX F 428,053.0 $35.8M 0.10% +57K +15.3% $83.75 +1.5%
110 CB CHUBB LIMITED Financial Services 103,032.0 $35.2M 0.10% +876.0 +0.9% $341.26 -0.1%
111 ETN EATON CORP PLC Industrials 80,891.0 $35.0M 0.10% +7K +8.9% $432.34 +2.9%
112 AMGN AMGEN INC Healthcare 96,026.0 $34.8M 0.10% +4K +4.0% $362.86 +15.6%
113 OEF ISHARES TR 94,075.0 $34.4M 0.10% +3K +3.9% $365.87 +4.1%
114 AZN ASTRAZENECA PLC Healthcare 177,196.0 $33.6M 0.10% +7K +4.0% $189.50 -16.0%
115 MCD MCDONALDS CORP Consumer Cyclical 123,424.0 $33.5M 0.10% +8K +6.8% $271.59 -1.5%
116 DE DEERE & CO Industrials 51,940.0 $33.1M 0.10% +8K +18.3% $638.16 -5.4%
117 DFSE DIMENSIONAL ETF TRUST 673,453.0 $32.9M 0.10% +103K +18.1% $48.88 -1.3%
118 VONE VANGUARD SCOTTSDALE FDS 96,431.0 $32.7M 0.10% +29K +42.9% $338.72 +2.8%
119 SCZ ISHARES TR 386,423.0 $31.8M 0.09% +234K +153.8% $82.27 +4.7%
120 AVUV AMERICAN CENTY ETF TR 249,625.0 $31.1M 0.09% +8K +3.3% $124.76 +2.7%
Page 6 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%