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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 22 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 44,138.0 $1.7M 0.01% -2K -3.8% $38.73 +59.0%
422 HWKN HAWKINS INC Basic Materials 12,007.0 $1.7M 0.01% -1K -8.1% $142.10 -14.8%
423 HMC HONDA MOTOR CO LTD Consumer Cyclical 62,291.0 $1.7M 0.01% -911.0 -1.4% $27.11 +20.3%
424 GRUPO CIBEST SA 21,125.0 $1.7M 0.01% -671.0 -3.1% $79.72
425 IDCC INTERDIGITAL INC Technology 5,945.0 $1.7M 0.01% -1K -18.6% $283.15 +20.4%
426 CRL CHARLES RIV LABS INTL INC Healthcare 7,422.0 $1.7M 0.01% -685.0 -8.4% $226.79 +30.4%
427 DFSD DIMENSIONAL ETF TRUST 35,064.0 $1.7M 0.01% -1K -3.8% $47.75 -0.9%
428 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5,744.0 $1.7M 0.01% -659.0 -10.3% $291.18 -8.9%
429 LECO LINCOLN ELEC HLDGS INC Industrials 6,295.0 $1.7M 0.01% -193.0 -3.0% $265.54 +4.9%
430 BC BRUNSWICK CORP Consumer Cyclical 19,842.0 $1.7M 0.01% -4K -16.5% $84.24 -4.0%
431 KHC KRAFT HEINZ CO Consumer Defensive 70,423.0 $1.7M 0.01% -34K -32.4% $23.69 +7.6%
432 ATR APTARGROUP INC Healthcare 13,311.0 $1.7M 0.01% -6K -32.0% $125.20 +6.3%
433 CNO CNO FINL GROUP INC Financial Services 32,670.0 $1.7M 0.01% -181.0 -0.6% $50.98 +4.5%
434 DPZ DOMINOS PIZZA INC Consumer Cyclical 5,580.0 $1.7M 0.01% -162.0 -2.8% $296.04 +14.6%
435 OC OWENS CORNING NEW Industrials 10,340.0 $1.6M 0.01% -1K -10.5% $158.96 -8.1%
436 GATX GATX CORP Industrials 9,274.0 $1.6M 0.01% -143.0 -1.5% $177.19 -1.4%
437 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 62,204.0 $1.6M 0.01% -81K -56.7% $26.39 +26.4%
438 AROC ARCHROCK INC Energy 40,070.0 $1.6M 0.01% -8K -17.5% $40.71 -20.5%
439 NNN NNN REIT INC Real Estate 34,973.0 $1.6M 0.01% -605.0 -1.7% $46.53 -0.5%
440 R RYDER SYS INC Industrials 6,144.0 $1.6M 0.01% -424.0 -6.5% $263.77 -5.8%
Page 22 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%