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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 13 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 239,306.0 $3.8M 0.01% -2K -0.8% $16.06 +13.0%
242 URBN URBAN OUTFITTERS INC Consumer Cyclical 53,126.0 $3.8M 0.01% -1K -2.0% $70.86 +1.8%
243 WWD WOODWARD INC Industrials 8,777.0 $3.7M 0.01% -1K -12.4% $425.44 -19.8%
244 ROL ROLLINS INC Consumer Cyclical 89,239.0 $3.7M 0.01% -12K -11.9% $41.74 -12.9%
245 DINO HF SINCLAIR CORP Energy 52,791.0 $3.7M 0.01% -10K -16.3% $69.65 +32.9%
246 COIN COINBASE GLOBAL INC Financial Services 24,785.0 $3.6M 0.01% -3K -12.2% $146.19 +16.6%
247 TFSL TFS FINL CORP Financial Services 204,417.0 $3.6M 0.01% -20K -8.8% $17.72 -1.2%
248 WDAY WORKDAY INC Technology 29,351.0 $3.6M 0.01% -2K -7.3% $123.28 +59.9%
249 TOTALENERGIES SE 46,469.0 $3.6M 0.01% -5K -9.2% $77.86
250 DSGX DESCARTES SYS GROUP INC Technology 51,548.0 $3.6M 0.01% -7K -11.5% $69.24 +12.1%
251 AVT AVNET INC Technology 40,144.0 $3.6M 0.01% -4K -8.1% $88.82 -1.7%
252 COLB COLUMBIA BKG SYS INC Financial Services 111,060.0 $3.6M 0.01% -18K -13.7% $32.05 -3.6%
253 SBCF SEACOAST BKG CORP FLA Financial Services 106,264.0 $3.5M 0.01% -1K -1.0% $33.25 +4.4%
254 PJUL INNOVATOR ETFS TRUST $3.5M 0.01% -100.0%
255 VLYPN VALLEY NATL BANCORP Financial Services 239,896.0 $3.5M 0.01% -4K -1.8% $14.65 +76.0%
256 AM ANTERO MIDSTREAM CORP Energy 154,457.0 $3.5M 0.01% -7K -4.4% $22.75 -1.9%
257 OSK OSHKOSH CORP Industrials 22,820.0 $3.5M 0.01% -2K -7.5% $153.48 -0.6%
258 VST VISTRA CORP Utilities 21,911.0 $3.5M 0.01% -525.0 -2.3% $159.17 -12.8%
259 ENB ENBRIDGE INC Energy 64,140.0 $3.5M 0.01% -15K -18.9% $54.21 -5.5%
260 VSGX VANGUARD WORLD FD 42,218.0 $3.5M 0.01% -2K -3.8% $82.34 +0.4%
Page 13 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%