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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 35 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PFBC PREFERRED BK LOS ANGELES CA Financial Services 4,619.0 $491K 0.00% -75.0 -1.6% $106.26 -1.2%
682 PD PAGERDUTY INC Technology 49,495.0 $477K 0.00% -14K -22.3% $9.64 +26.6%
683 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 12,504.0 $475K 0.00% -1K -8.6% $37.98 +0.3%
684 FRSH FRESHWORKS INC Technology 46,726.0 $473K 0.00% -7K -12.3% $10.12 +30.1%
685 SKY CHAMPION HOMES INC Consumer Cyclical 5,342.0 $471K 0.00% -547.0 -9.3% $88.12 +6.7%
686 BHE BENCHMARK ELECTRS INC Technology 4,721.0 $466K 0.00% -763.0 -13.9% $98.68 -24.9%
687 WEX WEX INC Technology 3,253.0 $459K 0.00% -275.0 -7.8% $141.09 +38.6%
688 ASH ASHLAND INC Basic Materials 6,950.0 $458K 0.00% -1K -15.7% $65.89 +11.8%
689 BUFC AB ACTIVE ETFS INC $449K 0.00% -100.0%
690 USPH U S PHYSICAL THERAPY Healthcare 6,501.0 $446K 0.00% -294.0 -4.3% $68.68 +17.2%
691 LUNR INTUITIVE MACHINES INC Industrials 20,868.0 $445K 0.00% -3K -10.9% $21.31 -14.8%
692 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,473.0 $444K 0.00% -105.0 -2.9% $127.91 -6.8%
693 REET ISHARES TR 16,048.0 $443K 0.00% -84K -84.0% $27.62 +0.9%
694 EVI EVI INDS INC Industrials 29,799.0 $440K 0.00% -16K -35.0% $14.78 +7.0%
695 DXPE DXP ENTERPRISES INC Industrials 2,604.0 $439K 0.00% -758.0 -22.6% $168.74 +17.4%
696 EVTC EVERTEC INC Technology 15,781.0 $438K 0.00% -1K -7.2% $27.78 +8.4%
697 ISHARES TR 7,109.0 $429K 0.00% -198.0 -2.7% $60.32
698 USFR WISDOMTREE TR 8,495.0 $428K 0.00% -7K -45.7% $50.35 +0.2%
699 TFLO ISHARES TR 8,441.0 $427K 0.00% -546.0 -6.1% $50.63 -0.1%
700 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 14,119.0 $423K 0.00% -104.0 -0.7% $29.94 +4.1%
Page 35 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%