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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NABL N-ABLE INC Technology 13,407.0 $63K NEW $4.67 -28.9%
102 THRY THRYV HLDGS INC Communication Services 16,366.0 $45K NEW $2.74 +20.1%
103 SYM CALL SYMBOTIC INC Industrials 2,000.0 $44K NEW $22.00 +128.0%
104 GLD CALL SPDR GOLD TR Financial Services 1,000.0 $43K NEW $43.14 +890.3%
105 MRVL CALL MARVELL TECHNOLOGY INC Technology 1,000.0 $38K NEW $38.04 +380.0%
106 AFCG ADVANCED FLOWER CAP INC Real Estate 12,385.0 $35K NEW $2.82 +8.5%
107 OGEN ORAGENICS INC Healthcare 55,001.0 $31K NEW $0.56 +5.0%
108 COPX CALL GLOBAL X FDS 2,500.0 $24K NEW $9.60 +765.1%
109 GOOGL CALL ALPHABET INC Communication Services 1,000.0 $20K NEW $19.80 +1925.6%
110 AVGO CALL BROADCOM INC Technology 100.0 $6K NEW $55.28 +669.2%
111 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 500.0 $3K NEW $5.50 +2731.3%
112 GLW PUT CORNING INC Technology 200.0 $2K NEW $8.60 +2321.9%
113 VALE CALL VALE S A Basic Materials 100.0 $85.0 NEW $0.85 +1850.6%
Page 6 of 6  ·  113 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
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%