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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CSGS CSG SYS INTL INC Technology 8,030 $618K 0.00% SOLD
42 HUBG HUB GROUP INC Industrials 13,990 $596K 0.00% SOLD
43 YMM FULL TRUCK ALLIANCE CO LTD Technology 53,687 $576K 0.00% SOLD
44 HILLENBRAND INC 16,994 $539K 0.00% SOLD
45 SPSC SPS COMM INC Technology 5,722 $510K 0.00% SOLD
46 SPHD INVESCO EXCH TRADED FD TR II 10,431 $501K 0.00% SOLD
47 FFIN FIRST FINL BANKSHARES INC Financial Services 15,430 $461K 0.00% SOLD
48 CRY ARTIVION INC 9,597 $438K 0.00% SOLD
49 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,798 $418K 0.00% SOLD
50 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 15,719 $415K 0.00% SOLD
51 PPC PILGRIMS PRIDE CORP Consumer Defensive 10,437 $407K 0.00% SOLD
52 LENNAR CORP 4,200 $399K 0.00% SOLD
53 AGYS AGILYSYS INC Technology 3,338 $397K 0.00% SOLD
54 DIGITALBRIDGE GROUP INC 25,276 $388K 0.00% SOLD
55 QIAGEN NV 7,977 $359K 0.00% SOLD
56 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 14,622 $357K 0.00% SOLD
57 BILL BILL HOLDINGS INC Technology 6,533 $356K 0.00% SOLD
58 ERIE ERIE INDTY CO Financial Services 1,204 $345K 0.00% SOLD
59 CCS CENTURY CMNTYS INC Consumer Cyclical 5,454 $324K 0.00% SOLD
60 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3,388 $318K 0.00% SOLD
Page 3 of 6  ·  115 positions
Sector Allocation
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%