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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 7 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 100,332.0 $8.3M 0.02% -33K -24.5% $82.40 -6.0%
122 MTZ MASTEC INC Industrials 19,716.0 $8.2M 0.02% -1K -6.0% $416.05 -32.7%
123 ADBE ADOBE INC Technology 39,890.0 $8.2M 0.02% -4K -9.4% $205.26 +28.2%
124 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 733,117.0 $8.1M 0.02% -162K -18.1% $11.11 -3.2%
125 ACN ACCENTURE PLC IRELAND Technology 64,855.0 $8.1M 0.02% -7K -9.4% $124.99 +38.4%
126 ATI ATI INC Industrials 41,031.0 $8.1M 0.02% -2K -4.9% $197.10 +14.9%
127 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 489,956.0 $8.0M 0.02% -29K -5.6% $16.39 -0.5%
128 ROAD CONSTRUCTION PARTNERS INC Industrials 67,099.0 $8.0M 0.02% -4K -5.9% $118.77 -4.4%
129 CIEN CIENA CORP Technology 15,924.0 $7.8M 0.02% -3K -14.2% $491.48 -17.5%
130 ABNB AIRBNB INC Consumer Cyclical 52,182.0 $7.5M 0.02% -3K -6.0% $143.45 +27.7%
131 AIG AMERICAN INTL GROUP INC Financial Services 99,923.0 $7.5M 0.02% -7K -6.5% $74.66 +1.9%
132 UNILEVER PLC 122,888.0 $7.4M 0.02% -16K -11.7% $60.12
133 MTRN MATERION CORP Basic Materials 24,573.0 $7.3M 0.02% -455.0 -1.8% $297.39 -11.2%
134 ADSK AUTODESK INC Technology 37,254.0 $7.3M 0.02% -3K -7.8% $194.81 +26.7%
135 FERG FERGUSON ENTERPRISES INC Industrials 30,176.0 $7.2M 0.02% -3K -7.7% $237.43 +3.0%
136 DFUS DIMENSIONAL ETF TRUST 87,224.0 $7.1M 0.02% -2K -2.4% $81.94 +2.4%
137 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 502,864.0 $7.1M 0.02% -558K -52.6% $14.17 +1.6%
138 JLL JONES LANG LASALLE INC Real Estate 22,782.0 $7.1M 0.02% -1K -4.8% $309.94 +19.7%
139 BGX BLACKSTONE LONG SHORT CR INC Financial Services 638,687.0 $6.9M 0.02% -68K -9.7% $10.88 -0.3%
140 TEL TE CONNECTIVITY PLC Technology 34,109.0 $6.9M 0.02% -779.0 -2.2% $202.25 +1.3%
Page 7 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%