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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 34 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PVH PVH CORPORATION Consumer Cyclical 7,551.0 $561K 0.00% -317.0 -4.0% $74.26 +6.0%
662 GMAB GENMAB A/S Healthcare 20,348.0 $559K 0.00% -3K -14.2% $27.47 +20.0%
663 RUN SUNRUN INC Energy 41,642.0 $556K 0.00% -2K -5.6% $13.36 -30.7%
664 TKC TURKCELL ILETISIM Communication Services 93,683.0 $551K 0.00% -6K -6.2% $5.88 -8.2%
665 VFC V F CORP Consumer Cyclical 32,340.0 $539K 0.00% -6K -14.8% $16.68 -14.2%
666 PRVA PRIVIA HEALTH GROUP INC Healthcare 20,816.0 $536K 0.00% -566.0 -2.6% $25.73 -16.4%
667 LRN STRIDE INC Consumer Defensive 6,204.0 $535K 0.00% -58.0 -0.9% $86.24 -2.9%
668 KAI KADANT INC Industrials 1,669.0 $524K 0.00% -448.0 -21.2% $314.23 -1.5%
669 SXI STANDEX INTL CORP Industrials 1,464.0 $524K 0.00% -704.0 -32.5% $357.77 -10.3%
670 GNW GENWORTH FINL INC Financial Services 55,213.0 $523K 0.00% -5K -8.0% $9.47 +6.4%
671 CUSHMAN AND WAKEFIELD LTD 38,926.0 $521K 0.00% -11K -21.5% $13.39
672 CENX CENTURY ALUM CO Basic Materials 11,151.0 $513K 0.00% -689.0 -5.8% $46.01 -0.8%
673 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 14,486.0 $509K 0.00% -973.0 -6.3% $35.12 +4.1%
674 ADUS ADDUS HOMECARE CORP Healthcare 5,050.0 $507K 0.00% -3K -40.2% $100.48 +17.6%
675 QS QUANTUMSCAPE CORP Consumer Cyclical 67,141.0 $507K 0.00% -7K -9.2% $7.55 -23.7%
676 TREX TREX INC Industrials 10,180.0 $507K 0.00% -562.0 -5.2% $49.82 -4.2%
677 LPRO OPEN LENDING CORP Financial Services 160,355.0 $499K 0.00% -4K -2.5% $3.11 +1.0%
678 OFG OFG BANCORP Financial Services 10,114.0 $497K 0.00% -450.0 -4.3% $49.09 +8.1%
679 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,949.0 $493K 0.00% -48.0 -2.4% $253.20 -19.2%
680 SKYW SKYWEST INC Industrials 4,952.0 $492K 0.00% -234.0 -4.5% $99.33 +3.8%
Page 34 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%