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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 11 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BMNR BITMINE IMMERSION TECHS INC Financial Services 10,507.0 $140K NEW $13.31 +40.7%
202 NRK NUVEEN NY AMT FREE Financial Services 12,123.0 $130K NEW $10.72 -2.5%
203 YMM FULL TRUCK ALLIANCE CO LTD Technology 15,203.0 $123K NEW $8.12 +8.9%
204 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 25,206.0 $85K NEW $3.36 +21.4%
205 RIG TRANSOCEAN LTD Energy 17,205.0 $84K NEW $4.89 +20.0%
206 BITO PROSHARES TR 10,097.0 $81K NEW $7.98 +8.9%
207 TUSK MAMMOTH ENERGY SVCS INC Industrials 22,336.0 $73K NEW $3.25 +1.5%
208 TREKOR METALS LTD 10,548.0 $73K NEW $6.88
209 UFI UNIFI INC Consumer Cyclical 13,102.0 $62K NEW $4.75 +69.1%
210 BBAI BIGBEAR AI HLDGS INC Technology 10,524.0 $39K NEW $3.67 -12.5%
211 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 11,718.0 $21K NEW $1.78 -2.2%
212 OPK OPKO HEALTH INC Healthcare 12,383.0 $19K NEW $1.50 -9.3%
Page 11 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%