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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 16 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ESE ESCO TECHNOLOGIES INC Technology 8,065.0 $2.8M 0.01% -446.0 -5.2% $350.06 -18.7%
302 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,233.0 $2.8M 0.01% -224.0 -4.1% $536.99 -2.2%
303 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17,067.0 $2.8M 0.01% -1K -6.5% $164.27 -2.4%
304 COCO VITA COCO CO INC Consumer Defensive 42,249.0 $2.8M 0.01% -8K -16.0% $66.14 -1.0%
305 WU WESTERN UN CO Financial Services 362,055.0 $2.8M 0.01% -14K -3.6% $7.70 -5.5%
306 STZ CONSTELLATION BRANDS INC Consumer Defensive 19,953.0 $2.8M 0.01% -4K -18.0% $139.30 -3.4%
307 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 209,392.0 $2.8M 0.01% -38K -15.3% $13.21 -5.3%
308 CACI CACI INTL INC Technology 5,942.0 $2.8M 0.01% -1K -16.7% $463.26 +39.4%
309 DKS DICKS SPORTING GOODS INC Consumer Cyclical 12,118.0 $2.7M 0.01% -3K -19.5% $226.79 -20.8%
310 INSTALLED BLDG PRODS INC 11,944.0 $2.7M 0.01% -748.0 -5.9% $229.83
311 HDB HDFC BANK LTD Financial Services 104,589.0 $2.7M 0.01% -29K -21.9% $26.07 -10.4%
312 HXL HEXCEL CORP NEW Industrials 25,852.0 $2.7M 0.01% -9K -25.6% $105.30 -10.6%
313 EFX EQUIFAX INC Industrials 17,142.0 $2.7M 0.01% -1K -7.0% $158.71 +22.4%
314 HLI HOULIHAN LOKEY INC Financial Services 20,204.0 $2.7M 0.01% -205.0 -1.0% $134.13 -3.8%
315 PSTG EVERPURE INC 34,343.0 $2.7M 0.01% -4K -9.6% $78.74
316 ESLT ELBIT SYS LTD Industrials 3,558.0 $2.7M 0.01% -215.0 -5.7% $758.69 -2.3%
317 SCI SERVICE CORP INTL Consumer Cyclical 35,461.0 $2.7M 0.01% -11K -24.2% $75.96 +10.2%
318 SWX SOUTHWEST GAS HLDGS INC Utilities 30,174.0 $2.7M 0.01% -2K -7.3% $88.68 +3.5%
319 ACA ARCOSA INC Industrials 18,376.0 $2.7M 0.01% -880.0 -4.6% $145.29 +0.1%
320 HEQ JOHN HANCOCK DIVERSIFIED INC Financial Services 232,244.0 $2.7M 0.01% -290K -55.5% $11.48 +2.4%
Page 16 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%