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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 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GEO GEO GROUP INC Industrials 13,206.0 $390K 0.00% NEW $29.55 +5.4%
122 FSK FS KKR CAP CORP Financial Services 36,364.0 $382K 0.00% NEW $10.50 +14.4%
123 NSP INSPERITY INC Industrials 9,219.0 $381K 0.00% NEW $41.31 +22.1%
124 WMG WARNER MUSIC GROUP CORP Communication Services 14,015.0 $379K 0.00% NEW $27.07 -2.6%
125 DBX DROPBOX INC Technology 13,623.0 $374K 0.00% NEW $27.47 +21.5%
126 QTUM ETF SER SOLUTIONS 2,248.0 $372K 0.00% NEW $165.38 -4.3%
127 PRG PROG HOLDINGS INC Industrials 7,915.0 $369K 0.00% NEW $46.61 -9.5%
128 SAFT SAFETY INS GROUP INC Financial Services 4,891.0 $366K 0.00% NEW $74.86 +38.1%
129 INNOVATOR ETFS TRUST 12,190.0 $364K 0.00% NEW $29.84
130 PJT PJT PARTNERS INC Financial Services 2,392.0 $361K 0.00% NEW $150.95 +13.3%
131 YSS YORK SPACE SYSTEMS INC Technology 14,627.0 $360K 0.00% NEW $24.62 -56.7%
132 RIOT RIOT PLATFORMS INC Financial Services 12,982.0 $355K 0.00% NEW $27.38 -26.8%
133 THOMSON REUTERS CORP 4,338.0 $354K 0.00% NEW $81.67
134 DYNF BLACKROCK ETF TRUST 5,197.0 $353K 0.00% NEW $68.01 +3.2%
135 SCHQ SCHWAB STRATEGIC TR 11,116.0 $348K 0.00% NEW $31.30 -5.1%
136 HMN HORACE MANN EDUCATORS CORP N Financial Services 6,724.0 $347K 0.00% NEW $51.65 -0.7%
137 ROBOSTRATEGY INC 8,659.0 $344K 0.00% NEW $39.75
138 AUGO AURA MINERALS INC Basic Materials 5,435.0 $342K 0.00% NEW $62.95 +24.8%
139 AGYS AGILYSYS INC Technology 3,203.0 $335K 0.00% NEW $104.50 +6.5%
140 UPRO PROSHARES TR 2,343.0 $332K 0.00% NEW $141.81 +8.9%
Page 7 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%