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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 3 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BCS BARCLAYS PLC Financial Services 756,039.0 $20.3M 0.06% -45K -5.6% $26.86 +1.7%
42 GWW WW GRAINGER INC Industrials 14,531.0 $19.8M 0.06% -336.0 -2.3% $1360.43 -3.5%
43 AVES AMERICAN CENTY ETF TR 300,914.0 $19.7M 0.06% -3K -0.9% $65.60 -1.4%
44 LITE LUMENTUM HLDGS INC Technology 22,536.0 $19.4M 0.06% -3K -11.6% $858.79 +1.4%
45 SAP SAP SE Technology 125,522.0 $19.3M 0.06% -4K -3.0% $154.11 +37.7%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 455,418.0 $19.3M 0.06% -77K -14.5% $42.43 +15.0%
47 VOOV VANGUARD ADMIRAL FDS INC 87,890.0 $19.3M 0.06% -10K -10.7% $219.21 +4.5%
48 DFAT DIMENSIONAL ETF TRUST 273,030.0 $19.1M 0.06% -64K -18.9% $69.90 +2.8%
49 DSM BNY MELLON STRATEGIC MUN BD Financial Services 3,011,573.0 $18.5M 0.05% -187K -5.8% $6.15 -4.9%
50 ET ENERGY TRANSFER L P Energy 948,805.0 $18.1M 0.05% -395K -29.4% $19.12 +11.5%
51 WDC WESTERN DIGITAL CORP Technology 26,838.0 $17.4M 0.05% -4K -14.0% $647.45 -22.8%
52 VRT VERTIV HOLDINGS CO Industrials 51,081.0 $17.1M 0.05% -3K -5.2% $335.20 -18.7%
53 DDOG DATADOG INC Technology 64,668.0 $16.9M 0.05% -9K -12.4% $260.81 -5.1%
54 PH PARKER-HANNIFIN CORP Industrials 16,932.0 $16.6M 0.05% -1K -6.9% $982.24 +5.6%
55 HSBC HSBC HLDGS PLC Financial Services 174,752.0 $16.6M 0.05% -1K -0.8% $95.09 +8.3%
56 SYK STRYKER CORPORATION Healthcare 51,535.0 $16.4M 0.05% -802.0 -1.5% $318.05 +5.6%
57 USB US BANCORP Financial Services 268,149.0 $16.3M 0.05% -1K -0.5% $60.64 +6.5%
58 STEW SRH TOTAL RETURN FUND INC Financial Services 891,906.0 $16.0M 0.05% -18K -2.0% $17.90 +3.2%
59 ING ING GROEP N.V. Financial Services 500,066.0 $15.7M 0.05% -9K -1.7% $31.38 +13.0%
60 NEM NEWMONT CORP Basic Materials 166,464.0 $15.6M 0.04% -14K -7.9% $93.64 +24.5%
Page 3 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%