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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 8 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVS NOVARTIS AG Healthcare 153,797.0 $24.1M 0.07% +17K +12.3% $156.72 -1.3%
142 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 3,860,158.0 $23.6M 0.07% +51K +1.4% $6.12 -2.9%
143 MUB ISHARES TR 218,365.0 $23.5M 0.07% +5K +2.5% $107.62 -2.2%
144 ASGN EVERFORTH INC Technology 1,280,177.0 $22.9M 0.07% +78K +6.5% $17.87 +17.3%
145 VRTX VERTEX PHARMACEUTICALS INC Healthcare 45,952.0 $22.9M 0.07% +2K +3.8% $497.83 +4.8%
146 COF CAPITAL ONE FINL CORP Financial Services 113,408.0 $22.8M 0.07% +1K +1.1% $201.06 +11.0%
147 APP APPLOVIN CORP Technology 42,683.0 $22.0M 0.06% +16K +61.2% $516.25 -39.0%
148 ADP AUTOMATIC DATA PROCESSING IN Industrials 95,806.0 $21.5M 0.06% +14K +17.0% $224.70 +21.8%
149 XLY SELECT SECTOR SPDR TR 180,906.0 $21.2M 0.06% +8K +4.6% $117.28 -0.3%
150 EEM ISHARES TR 309,582.0 $21.2M 0.06% +138K +80.8% $68.41 -3.8%
151 VYMI VANGUARD WHITEHALL FDS 214,812.0 $21.1M 0.06% +7K +3.4% $98.20 +6.3%
152 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 1,524,934.0 $21.1M 0.06% +192K +14.4% $13.83 +7.7%
153 BLK BLACKROCK INC Financial Services 21,768.0 $21.0M 0.06% +1K +4.9% $963.79 +19.8%
154 EDD MORGAN STANLEY EMERGING MKTS Financial Services 3,566,538.0 $21.0M 0.06% +798K +28.8% $5.88 -0.2%
155 XLE SELECT SECTOR SPDR TR 389,202.0 $20.7M 0.06% +15K +3.9% $53.11 +19.3%
156 XLF SELECT SECTOR SPDR TR 378,289.0 $20.3M 0.06% +25K +7.0% $53.61 +8.1%
157 PNC PNC FINL SVCS GROUP INC Financial Services 82,009.0 $20.2M 0.06% +3K +3.9% $246.50 +3.6%
158 SCHW SCHWAB CHARLES CORP Financial Services 207,550.0 $19.6M 0.06% +4K +1.9% $94.20 +18.8%
159 PLTR PALANTIR TECHNOLOGIES INC Technology 165,892.0 $19.4M 0.06% +2K +1.2% $117.18 +47.5%
160 ANET ARISTA NETWORKS INC Technology 113,832.0 $19.4M 0.06% +7K +6.2% $170.54 +13.9%
Page 8 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%