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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 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 147,554.0 $5.0M 0.01% -15K -9.1% $34.17 +1.1%
182 ROP ROPER TECHNOLOGIES INC Industrials 14,480.0 $5.0M 0.01% -2K -11.9% $347.12 +15.8%
183 PDEC INNOVATOR ETFS TRUST $5.0M 0.01% -100.0%
184 ENSG ENSIGN GROUP INC Healthcare 31,206.0 $5.0M 0.01% -1K -4.0% $160.31 +14.9%
185 RELY REMITLY GLOBAL INC Technology 221,239.0 $5.0M 0.01% -38K -14.6% $22.40 +13.0%
186 WBS WEBSTER FINL CORP Financial Services 64,700.0 $4.9M 0.01% -3K -3.8% $76.42 +1.9%
187 STE STERIS PLC Healthcare 23,445.0 $4.9M 0.01% -4K -15.5% $210.56 +12.8%
188 UCTT ULTRA CLEAN HLDGS INC Technology 34,444.0 $4.9M 0.01% -4K -10.7% $142.59 -44.7%
189 NOK NOKIA CORP Technology 363,540.0 $4.8M 0.01% -35K -8.7% $13.28 -21.7%
190 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 123,322.0 $4.8M 0.01% -3K -2.7% $39.05 +7.1%
191 DLTR DOLLAR TREE INC Consumer Defensive 39,629.0 $4.8M 0.01% -590.0 -1.5% $121.07 +10.7%
192 EQT EQT CORP Energy 90,044.0 $4.8M 0.01% -5K -5.1% $53.28 +0.6%
193 KEY KEYCORP Financial Services 207,728.0 $4.8M 0.01% -7K -3.3% $23.08 -1.3%
194 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 57,760.0 $4.7M 0.01% -2K -2.8% $81.34 -6.3%
195 SSD SIMPSON MFG INC Industrials 22,399.0 $4.7M 0.01% -2K -8.0% $209.35 -8.2%
196 TDY TELEDYNE TECHNOLOGIES INC Technology 6,900.0 $4.6M 0.01% -40.0 -0.6% $669.91 -0.7%
197 DFGR DIMENSIONAL ETF TRUST 159,112.0 $4.6M 0.01% -6K -3.9% $28.97 +1.6%
198 SNX TD SYNNEX CORPORATION Technology 17,230.0 $4.6M 0.01% -2K -8.9% $267.33 -3.9%
199 TENB TENABLE HLDGS INC Technology 124,829.0 $4.6M 0.01% -24K -16.4% $36.88 -3.9%
200 FDN FIRST TR EXCHANGE-TRADED FD 17,364.0 $4.6M 0.01% -326.0 -1.8% $264.72 +7.5%
Page 10 of 41  ·  819 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%