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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 8 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FFIN FIRST FINL BANKSHARES INC Financial Services 9,468.0 $328K 0.00% NEW $34.62 +0.7%
142 RNST RENASANT CORP Financial Services 7,520.0 $320K 0.00% NEW $42.54 +1.3%
143 ELMD ELECTROMED INC Healthcare 7,561.0 $320K 0.00% NEW $42.30 -4.9%
144 BRC BRADY CORP Industrials 3,318.0 $304K 0.00% NEW $91.57 +2.9%
145 MGA MAGNA INTL INC Consumer Cyclical 4,617.0 $303K 0.00% NEW $65.65 +8.6%
146 SCHH SCHWAB STRATEGIC TR 12,377.0 $293K 0.00% NEW $23.68 +1.1%
147 IGPT INVESCO EXCHANGE TRADED FD T 2,715.0 $283K 0.00% NEW $104.10 -7.0%
148 EVUS ISHARES TR 7,923.0 $278K 0.00% NEW $35.11 +5.6%
149 ASTRANA HEALTH INC 5,957.0 $276K 0.00% NEW $46.41
150 IDV ISHARES TR 6,249.0 $259K 0.00% NEW $41.43 +7.7%
151 XME SPDR SERIES TRUST 2,420.0 $259K 0.00% NEW $106.93 +10.4%
152 WSBC WESBANCO INC Financial Services 6,629.0 $259K 0.00% NEW $39.03 +8.8%
153 TMP TOMPKINS FINL CORP Financial Services 2,736.0 $259K 0.00% NEW $94.52 +6.1%
154 LENNAR CORP 2,914.0 $259K 0.00% NEW $88.71
155 LVHD LEGG MASON ETF INVT 5,858.0 $258K 0.00% NEW $44.00 +0.9%
156 MMI MARCUS & MILLICHAP INC Real Estate 8,034.0 $250K 0.00% NEW $31.17 -0.4%
157 CNXN PC CONNECTION INC Technology 3,422.0 $250K 0.00% NEW $72.98 +7.6%
158 BANR BANNER CORP Financial Services 3,752.0 $249K 0.00% NEW $66.44 +10.9%
159 BLCO BAUSCH PLUS LOMB CORP Healthcare 15,000.0 $248K 0.00% NEW $16.56 +2.7%
160 OPLN OPENLANE INC Consumer Cyclical 6,008.0 $248K 0.00% NEW $41.24 -14.9%
Page 8 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%