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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 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 DAYFORCE INC 3,235 $224K 0.00% SOLD
82 NVMI NOVA LTD Technology 675 $222K 0.00% SOLD
83 INCO COLUMBIA ETF TR II 3,300 $214K 0.00% SOLD
84 MLKN MILLERKNOLL INC Consumer Cyclical 11,607 $212K 0.00% SOLD
85 ICUI ICU MED INC Healthcare 1,487 $212K 0.00% SOLD
86 EPAC ENERPAC TOOL GROUP CORP Industrials 5,488 $210K 0.00% SOLD
87 RNST RENASANT CORP Financial Services 5,928 $209K 0.00% SOLD
88 ATEC ALPHATEC HLDGS INC Healthcare 9,850 $207K 0.00% SOLD
89 AG FIRST MAJESTIC SILVER CORP Basic Materials 12,282 $205K 0.00% SOLD
90 MCS MARCUS CORP DEL Communication Services 13,101 $203K 0.00% SOLD
91 SCHO SCHWAB STRATEGIC TR 8,335 $203K 0.00% SOLD
92 APUE TRUST FOR PROFESSIONAL MANAG 4,865 $203K 0.00% SOLD
93 HBM HUDBAY MINERALS INC Basic Materials 10,200 $202K 0.00% SOLD
94 MYGN MYRIAD GENETICS INC Healthcare 30,996 $191K 0.00% SOLD
95 XPRO EXPRO GROUP HOLDINGS NV Energy 12,627 $169K 0.00% SOLD
96 RIOT RIOT PLATFORMS INC Financial Services 12,627 $160K 0.00% SOLD
97 BITO PROSHARES TR 11,632 $141K 0.00% SOLD
98 MCW MISTER CAR WASH INC Consumer Cyclical 14,627 $81K SOLD
99 RNW RENEW ENERGY GLOBAL PLC Utilities 12,216 $69K SOLD
100 IWM CALL ISHARES TR 2,000 $64K SOLD
Page 5 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%