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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 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 5,979.0 $218K 0.00% NEW $36.41 +4.8%
182 GRID FIRST TR EXCHANGE-TRADED FD 1,131.0 $217K 0.00% NEW $191.71 -1.3%
183 XHB SPDR SERIES TRUST 1,863.0 $215K 0.00% NEW $115.55 -6.4%
184 CGW INVESCO EXCH TRADED FD TR II 3,262.0 $214K 0.00% NEW $65.73 -1.3%
185 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,013.0 $214K 0.00% NEW $106.26 +2.3%
186 J P MORGAN EXCHANGE TRADED F 2,901.0 $210K 0.00% NEW $72.28
187 AGM FEDERAL AGRIC MTG CORP Financial Services 1,048.0 $209K 0.00% NEW $199.27 +16.3%
188 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,690.0 $208K 0.00% NEW $123.29 +8.2%
189 STBA S & T BANCORP INC Financial Services 4,214.0 $207K 0.00% NEW $49.08 +3.9%
190 FRDM EA SERIES TRUST 2,784.0 $204K 0.00% NEW $73.11 -5.6%
191 KNG FIRST TR EXCHANGE-TRADED FD 4,024.0 $203K 0.00% NEW $50.50 +2.2%
192 SUNC SUNOCOCORP LLC Energy 3,000.0 $203K 0.00% NEW $67.67 +11.5%
193 DXC DXC TECHNOLOGY CO Technology 22,421.0 $198K 0.00% NEW $8.85 +17.4%
194 NSYS NORTECH SYS INC Technology 12,000.0 $190K 0.00% NEW $15.82 -21.9%
195 SHC SOTERA HEALTH CO Healthcare 10,337.0 $183K 0.00% NEW $17.75 +5.9%
196 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 10,511.0 $174K 0.00% NEW $16.53 +20.0%
197 PAYP PAYPAY CORP Technology 11,705.0 $168K NEW $14.33 +4.5%
198 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 17,769.0 $164K NEW $9.21 -0.0%
199 TU TELUS CORPORATION Communication Services 14,444.0 $154K NEW $10.64 -8.9%
200 TYA SIMPLIFY EXCHANGE TRADED FUN 11,519.0 $147K NEW $12.77 -3.4%
Page 10 of 11  ·  212 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%