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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 12 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WRB BERKLEY W R CORP Financial Services 59,307.0 $4.2M 0.01% -7K -9.9% $70.82 -1.7%
222 VRSK VERISK ANALYTICS INC Industrials 22,895.0 $4.2M 0.01% -5K -18.9% $182.63 +2.1%
223 SHY ISHARES TR 50,562.0 $4.2M 0.01% -1K -2.9% $82.11 -0.1%
224 DRI DARDEN RESTAURANTS INC Consumer Cyclical 19,937.0 $4.1M 0.01% -193.0 -1.0% $206.67 +7.3%
225 JBHT HUNT J B TRANS SVCS INC Industrials 14,194.0 $4.1M 0.01% -234.0 -1.6% $289.41 -5.9%
226 TSN TYSON FOODS INC Consumer Defensive 71,641.0 $4.1M 0.01% -11K -13.3% $57.27 +2.2%
227 TM TOYOTA MOTOR CORP Consumer Cyclical 24,186.0 $4.1M 0.01% -3K -11.3% $168.42 +12.1%
228 SF STIFEL FINL CORP Financial Services 58,239.0 $4.1M 0.01% -1K -1.8% $69.77 +18.6%
229 ON ON SEMICONDUCTOR CORP Technology 42,787.0 $4.1M 0.01% -12K -22.1% $94.85 -19.3%
230 ANGLOGOLD ASHANTI PLC 50,076.0 $4.1M 0.01% -7K -12.6% $80.89
231 DECK DECKERS OUTDOOR CORP Consumer Cyclical 40,509.0 $4.0M 0.01% -3K -5.9% $99.29 -7.8%
232 KNSL KINSALE CAP GROUP INC Financial Services 12,092.0 $4.0M 0.01% -2K -11.7% $329.82 +15.0%
233 DFEV DIMENSIONAL ETF TRUST 92,673.0 $4.0M 0.01% -3K -3.2% $42.67 -2.3%
234 GLOBUS MED INC 49,859.0 $3.9M 0.01% -5K -8.8% $79.01
235 BP BP PLC Energy 105,801.0 $3.9M 0.01% -122K -53.6% $36.95 +18.3%
236 VLTO VERALTO CORP Industrials 43,743.0 $3.9M 0.01% -16K -26.4% $88.73 +12.8%
237 EMB ISHARES TR 40,223.0 $3.9M 0.01% -13K -24.8% $96.44 -1.4%
238 SLYV SPDR SERIES TRUST 35,542.0 $3.9M 0.01% -2K -6.0% $109.11 +1.4%
239 FROG JFROG LTD Technology 42,451.0 $3.9M 0.01% -2K -4.0% $90.88 +0.4%
240 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 60,071.0 $3.9M 0.01% -9K -12.5% $64.19 +16.3%
Page 12 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%