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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 39 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 NCNO NCINO INC Technology 15,568.0 $255K 0.00% -18K -53.2% $16.35 +23.6%
762 EPI WISDOMTREE TR 5,897.0 $252K 0.00% -3K -34.2% $42.78 -0.1%
763 BCE BCE INC Communication Services 11,458.0 $247K 0.00% -9K -44.3% $21.58 +8.3%
764 CII BLACKROCK ENHANCED LARGE CAP Financial Services 9,416.0 $246K 0.00% -584.0 -5.8% $26.15 -5.8%
765 GLOB GLOBANT S A Technology 8,496.0 $246K 0.00% -5K -39.0% $28.94 +28.9%
766 LPRE EXCHANGE LISTED FDS TR 8,000.0 $241K 0.00% -2K -20.0% $30.10 -1.1%
767 CCC CCC INTELLIGENT SOLUTIONS HL Technology 45,865.0 $237K 0.00% -56K -55.1% $5.16 +38.4%
768 VAL VALARIS LTD Energy 3,255.0 $236K 0.00% -88.0 -2.6% $72.59 +19.0%
769 PSKY PARAMOUNT SKYDANCE CORP Communication Services 23,563.0 $232K 0.00% -23K -49.3% $9.86 +5.7%
770 PETROLEO BRASILEIRO S A 15,729.0 $231K 0.00% -892.0 -5.4% $14.66
771 OUTFRONT MEDIA INC 7,031.0 $230K 0.00% -2K -19.3% $32.76
772 IVLU ISHARES TR 5,507.0 $230K 0.00% -122.0 -2.2% $41.82 +4.9%
773 HURN HURON CONSULTING GROUP INC Industrials 2,462.0 $222K 0.00% -21.0 -0.8% $90.16 +67.9%
774 NWBI NORTHWEST BANCSHARES INC Financial Services 14,550.0 $221K 0.00% -6K -28.7% $15.16 +3.2%
775 LBRDK LIBERTY BROADBAND CORP Communication Services 6,592.0 $219K 0.00% -158.0 -2.3% $33.26 +5.3%
776 BANF BANCFIRST CORP Financial Services 1,967.0 $219K 0.00% -88.0 -4.3% $111.21 +3.4%
777 CRTO CRITEO S A Communication Services 11,814.0 $216K 0.00% -5K -31.2% $18.28 -2.2%
778 LEG LEGGETT & PLATT INC Consumer Cyclical 18,097.0 $213K 0.00% -2K -8.9% $11.75 -20.4%
779 AWR AMER STATES WTR CO Utilities 2,563.0 $212K 0.00% -356.0 -12.2% $82.63 +7.6%
780 LOPE GRAND CANYON ED INC Consumer Defensive 1,478.0 $212K 0.00% -1K -46.0% $143.11 +2.5%
Page 39 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%