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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 40 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 QQQI NEOS ETF TRUST 3,656.0 $208K 0.00% -554.0 -13.2% $56.79 -3.0%
782 PRGO PERRIGO CO PLC Healthcare 19,823.0 $206K 0.00% -51K -72.0% $10.39 +24.8%
783 CELH CELSIUS HLDGS INC Consumer Defensive 6,945.0 $203K 0.00% -9K -55.2% $29.28 +2.1%
784 IEI ISHARES TR 1,724.0 $203K 0.00% -503.0 -22.6% $117.48 -0.8%
785 TLK TELEKOMUNIKASI IND Communication Services 15,041.0 $202K 0.00% -1K -7.0% $13.43 +8.8%
786 CABO CABLE ONE INC Communication Services 3,795.0 $202K 0.00% -214.0 -5.3% $53.11 -47.1%
787 SSYS STRATASYS LTD Technology 23,366.0 $200K 0.00% -1K -4.7% $8.56 +0.5%
788 MAT MATTEL INC Consumer Cyclical 14,364.0 $199K 0.00% -711.0 -4.7% $13.88 +4.5%
789 LIBERTY GLOBAL LTD 17,821.0 $196K 0.00% -2K -10.7% $11.00
790 NWL NEWELL BRANDS INC Consumer Defensive 31,260.0 $192K 0.00% -7K -19.0% $6.14 -3.4%
791 CAL CALERES INC Consumer Cyclical 15,492.0 $192K 0.00% -3K -17.5% $12.37 +4.4%
792 UGP ULTRAPAR PARTICIPACOES SA Energy 37,841.0 $190K 0.00% -410.0 -1.1% $5.02 +26.1%
793 CIG CIA ENERGETICA DE MINAS GERA Utilities 88,958.0 $187K 0.00% -819.0 -0.9% $2.10 -9.5%
794 BEKE KE HLDGS INC Real Estate 12,569.0 $183K 0.00% -3K -17.6% $14.53 +16.1%
795 GRFS GRIFOLS S A Healthcare 25,427.0 $180K 0.00% -5K -15.4% $7.08 +9.5%
796 KD KYNDRYL HLDGS INC Technology 15,805.0 $179K 0.00% -18K -53.6% $11.31 +9.0%
797 PRCH PORCH GROUP INC Technology 11,785.0 $177K 0.00% -7K -36.3% $15.04 +10.9%
798 RES RPC INC Energy 28,459.0 $166K -2K -5.9% $5.83 +8.4%
799 EC ECOPETROL S A Energy 11,241.0 $160K -999.0 -8.2% $14.24 +24.2%
800 HE HAWAIIAN ELEC INDS INC MTN B Utilities 11,309.0 $153K -75.0 -0.7% $13.53 -14.6%
Page 40 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%