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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 29 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 INGR INGREDION INC Consumer Defensive 9,307.0 $881K 0.00% -288.0 -3.0% $94.71 +13.1%
562 RKT ROCKET COS INC Financial Services 55,551.0 $875K 0.00% -8K -12.8% $15.75 -7.1%
563 QTWO Q2 HLDGS INC Technology 18,036.0 $868K 0.00% -7K -28.8% $48.10 +33.2%
564 MATX MATSON INC Industrials 4,483.0 $862K 0.00% -87.0 -1.9% $192.23 +13.5%
565 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 60,745.0 $855K 0.00% -94K -60.8% $14.07 -0.4%
566 CBZ CBIZ INC Industrials 26,554.0 $852K 0.00% -31K -53.6% $32.08 +71.0%
567 M MACYS INC Consumer Cyclical 36,043.0 $851K 0.00% -765.0 -2.1% $23.60 -0.9%
568 ANNALY CAPITAL MANAGEMENT IN 37,719.0 $846K 0.00% -1K -3.3% $22.42
569 ATEN A10 NETWORKS INC Technology 22,589.0 $844K 0.00% -7K -22.5% $37.36 -31.1%
570 SYM SYMBOTIC INC Industrials 18,571.0 $835K 0.00% -2K -8.9% $44.99 -6.6%
571 IYZ ISHARES TR 19,611.0 $830K 0.00% -1K -5.5% $42.31 +1.3%
572 VECO VEECO INSTRS INC DEL Technology 10,828.0 $821K 0.00% -1K -9.0% $75.80 -37.4%
573 BAX BAXTER INTL INC Healthcare 38,393.0 $819K 0.00% -9K -18.4% $21.32 +24.9%
574 MZTI MARZETTI COMPANY Consumer Defensive 7,110.0 $812K 0.00% -76.0 -1.1% $114.16 +2.4%
575 MTH MERITAGE HOMES CORP Consumer Cyclical 9,673.0 $811K 0.00% -1K -12.6% $83.85 -11.5%
576 KRG KITE REALTY GROUP TRUST Real Estate 28,399.0 $806K 0.00% -836.0 -2.9% $28.38 -6.8%
577 PODD INSULET CORP Healthcare 5,225.0 $798K 0.00% -3K -39.3% $152.66 -0.8%
578 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 10,358.0 $796K 0.00% -2K -16.5% $76.88 +3.3%
579 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 6,910.0 $791K 0.00% -10K -59.8% $114.41 -14.3%
580 EXTR EXTREME NETWORKS INC Technology 24,607.0 $790K 0.00% -237.0 -0.9% $32.10 -29.0%
Page 29 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%