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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 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ASX ASE TECHNOLOGY HLDG CO LTD Technology 101,709.0 $4.6M 0.01% -1K -1.3% $45.12 -19.1%
202 IX ORIX CORP Financial Services 120,625.0 $4.6M 0.01% -3K -2.2% $38.04 -1.3%
203 CCJ CAMECO CORP Energy 44,836.0 $4.6M 0.01% -5K -9.5% $101.86 -6.2%
204 TTMI TTM TECHNOLOGIES INC Technology 24,258.0 $4.5M 0.01% -6K -19.2% $187.02 -38.8%
205 EATON VANCE TAX-MANAGED GLOB 470,067.0 $4.5M 0.01% -98K -17.2% $9.64
206 PINS PINTEREST INC Communication Services 214,397.0 $4.5M 0.01% -21K -8.8% $21.03 +10.5%
207 JAAA JANUS DETROIT STR TR 88,967.0 $4.5M 0.01% -14K -13.5% $50.49 +0.3%
208 XPO XPO INC Industrials 21,808.0 $4.5M 0.01% -114.0 -0.5% $205.29 -4.1%
209 ICLR ICON PUB LTD CO Healthcare 25,266.0 $4.5M 0.01% -908.0 -3.5% $176.89 -1.5%
210 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 50,794.0 $4.4M 0.01% -5K -8.3% $87.04 +3.2%
211 BDX BECTON DICKINSON & CO Healthcare 29,094.0 $4.4M 0.01% -1K -3.5% $151.88 +23.5%
212 LIONSGATE STUDIOS CORP 287,529.0 $4.4M 0.01% -44K -13.3% $15.31
213 SAIA SAIA INC Industrials 10,420.0 $4.4M 0.01% -738.0 -6.6% $421.17 -14.6%
214 IDA IDACORP INC Utilities 28,674.0 $4.3M 0.01% -381.0 -1.3% $151.31 -7.4%
215 SSNC SS&C TECH HLDGS Technology 69,757.0 $4.3M 0.01% -18K -20.5% $62.05 +32.3%
216 VSEC VSE CORP Industrials 18,929.0 $4.3M 0.01% -3K -12.2% $228.50 -6.1%
217 GPN GLOBAL PMTS INC Industrials 58,469.0 $4.2M 0.01% -7K -11.2% $72.56 +27.2%
218 LSCC LATTICE SEMICONDUCTOR CORP Technology 27,718.0 $4.2M 0.01% -6K -18.5% $152.96 -23.1%
219 RGA REINSURANCE GROUP AMER INC Financial Services 19,823.0 $4.2M 0.01% -197.0 -1.0% $212.65 +14.1%
220 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 58,618.0 $4.2M 0.01% -2K -3.4% $71.74 +1.0%
Page 11 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%