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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 25 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,254.0 $1.4M 0.00% -453.0 -6.8% $216.30 -4.8%
482 NATL NCR ATLEOS CORPORATION Technology 31,050.0 $1.3M 0.00% -35K -53.1% $43.41 +7.8%
483 MIDD MIDDLEBY CORP Industrials 7,807.0 $1.3M 0.00% -149.0 -1.9% $172.01 -34.6%
484 DT DYNATRACE INC Technology 30,569.0 $1.3M 0.00% -3K -8.7% $43.91 +12.0%
485 LNTH LANTHEUS HLDGS INC Healthcare 12,047.0 $1.3M 0.00% -522.0 -4.2% $110.94 -9.6%
486 SU SUNCOR ENERGY INC NEW Energy 24,879.0 $1.3M 0.00% -2K -6.4% $53.68 +26.6%
487 CXT CRANE NXT CO Industrials 26,098.0 $1.3M 0.00% -4K -12.4% $51.16 -3.3%
488 ADT ADT INC DEL Industrials 205,152.0 $1.3M 0.00% -11K -5.0% $6.50 +13.3%
489 ICSH ISHARES TR 26,154.0 $1.3M 0.00% -9K -25.9% $50.58 -0.1%
490 ACM AECOM Industrials 18,894.0 $1.3M 0.00% -3K -12.1% $69.80 -6.6%
491 BKH BLACK HILLS CORP Utilities 17,691.0 $1.3M 0.00% -1K -7.1% $74.40 -1.5%
492 ORA ORMAT TECHNOLOGIES INC Utilities 12,009.0 $1.3M 0.00% -203.0 -1.7% $108.91 -0.6%
493 SUI SUN CMNTYS INC Real Estate 10,774.0 $1.3M 0.00% -112.0 -1.0% $120.03 +1.9%
494 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 17,546.0 $1.3M 0.00% -1K -5.9% $72.99 +5.7%
495 TTEK TETRA TECH INC NEW Industrials 44,075.0 $1.3M 0.00% -30K -40.7% $28.89 +26.6%
496 PFS PROVIDENT FINL SVCS INC Financial Services 53,798.0 $1.3M 0.00% -4K -7.7% $23.64 +0.2%
497 BROWN FORMAN CORP 46,415.0 $1.3M 0.00% -5K -10.4% $27.38
498 TPC TUTOR PERINI CORP Industrials 15,161.0 $1.3M 0.00% -325.0 -2.1% $82.97 +8.9%
499 MOS MOSAIC CO Basic Materials 59,263.0 $1.3M 0.00% -9K -12.8% $21.19 +10.2%
500 TW TRADEWEB MKTS INC Financial Services 12,581.0 $1.3M 0.00% -435.0 -3.3% $99.66 +6.5%
Page 25 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%