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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 38 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CCB COASTAL FINL CORP WA Financial Services 4,004.0 $310K 0.00% -4K -46.7% $77.51 -36.1%
742 GRAB GRAB HOLDINGS LIMITED Technology 81,264.0 $306K 0.00% -22K -21.2% $3.77 -8.5%
743 MNDY MONDAY COM LTD Technology 4,228.0 $306K 0.00% -7K -63.1% $72.39 +21.6%
744 SSL SASOL LTD Basic Materials 30,978.0 $304K 0.00% -3K -10.1% $9.82 +20.7%
745 ATKR ATKORE INC Industrials 3,944.0 $300K 0.00% -435.0 -9.9% $76.04 +22.9%
746 BCH BANCO DE CHILE Financial Services 7,518.0 $299K 0.00% -105.0 -1.4% $39.76 +3.4%
747 PRIM PRIMORIS SVCS CORP Industrials 2,930.0 $290K 0.00% -6K -66.6% $99.13 -19.5%
748 INN SUMMIT HOTEL PPTYS Real Estate 41,391.0 $290K 0.00% -14K -24.7% $7.01 -14.0%
749 VITL VITAL FARMS INC Consumer Defensive 24,482.0 $286K 0.00% -33K -57.4% $11.68 -5.7%
750 KRUS KURA SUSHI USA INC Consumer Cyclical 4,964.0 $286K 0.00% -4K -43.3% $57.57 -12.9%
751 STRA STRATEGIC ED INC Consumer Defensive 3,684.0 $282K 0.00% -1K -22.4% $76.62 +7.0%
752 HRI HERC HLDGS INC Industrials 1,920.0 $275K 0.00% -2K -56.3% $143.38 +16.3%
753 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 14,725.0 $274K 0.00% -33K -69.1% $18.64 +2.4%
754 THNQ EXCHANGE TRADED CONCEPTS TRU 3,000.0 $274K 0.00% -1K -25.0% $91.21 -0.7%
755 BEONE MEDICINES LTD 932.0 $266K 0.00% -73.0 -7.3% $284.97
756 INDA ISHARES TR 5,319.0 $263K 0.00% -1K -19.3% $49.39 -0.0%
757 WEN WENDYS CO Consumer Cyclical 31,428.0 $261K 0.00% -20K -38.9% $8.29 +1.8%
758 NGVT INGEVITY CORP Basic Materials 3,474.0 $259K 0.00% -3K -44.2% $74.67 -0.9%
759 HFWA HERITAGE FINL CORP WASH Financial Services 8,717.0 $258K 0.00% -10K -52.8% $29.62 -0.6%
760 PLAB PHOTRONICS INC Technology 7,886.0 $257K 0.00% -2K -18.2% $32.53 -2.0%
Page 38 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%