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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 37 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HOPE HOPE BANCORP INC Financial Services 27,322.0 $374K 0.00% -9K -24.4% $13.68 +4.1%
722 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,181.0 $373K 0.00% -37.0 -3.0% $316.20 -7.8%
723 NRGV ENERGY VAULT HOLDINGS INC Utilities 79,070.0 $371K 0.00% -9K -10.5% $4.70 -22.9%
724 BLUE OWL TECHNOLOGY FIN CORP 34,606.0 $371K 0.00% -91K -72.4% $10.73
725 Z ZILLOW GROUP INC Communication Services 11,751.0 $370K 0.00% -514.0 -4.2% $31.52 +14.2%
726 LMAT LEMAITRE VASCULAR INC Healthcare 3,766.0 $361K 0.00% -65.0 -1.7% $95.97 -13.3%
727 LXP INDUSTRIAL TRUST 6,681.0 $360K 0.00% -3K -28.6% $53.94
728 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 6,954.0 $359K 0.00% -153.0 -2.1% $51.60 +10.0%
729 SMG SCOTTS MIRACLE-GRO CO Basic Materials 5,260.0 $358K 0.00% -841.0 -13.8% $68.11 -10.6%
730 TSAT TELESAT CORP Technology 7,019.0 $355K 0.00% -4K -36.3% $50.62 -8.5%
731 WT WISDOMTREE INC Financial Services 20,897.0 $354K 0.00% -14K -40.5% $16.94 +36.6%
732 LYFT LYFT INC Technology 23,926.0 $350K 0.00% -4K -13.3% $14.61 +16.7%
733 GCO GENESCO INC Consumer Cyclical 10,339.0 $349K 0.00% -637.0 -5.8% $33.77 +3.8%
734 TRN TRINITY INDS INC Industrials 10,041.0 $347K 0.00% -2K -14.5% $34.58 -13.9%
735 NEOG NEOGEN CORP Healthcare 37,508.0 $337K 0.00% -3K -7.7% $8.99 +33.0%
736 AMERICA MOVIL SAB DE CV 12,947.0 $336K 0.00% -342.0 -2.6% $25.99
737 NBXG NEUBERGER NEXT GENERATION Financial Services 20,315.0 $336K 0.00% -4K -17.2% $16.54 -5.1%
738 SEB SEABOARD CORP DEL Industrials 74.0 $330K 0.00% -27.0 -26.7% $4464.32 +0.0%
739 MPT MEDICAL PROPERTIES TRUST INC Financial Services 68,741.0 $319K 0.00% -5K -6.5% $4.64 -12.2%
740 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 8,409.0 $318K 0.00% -61.0 -0.7% $37.76 +10.8%
Page 37 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%