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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 9 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XYL XYLEM INC Industrials 48,223.0 $5.7M 0.02% -1K -2.6% $118.54 -2.9%
162 CBOE CBOE GLOBAL MKTS INC Financial Services 23,451.0 $5.7M 0.02% -2K -7.6% $242.89 +18.1%
163 RL RALPH LAUREN CORP Consumer Cyclical 13,947.0 $5.6M 0.02% -210.0 -1.5% $401.85 -4.6%
164 CBRE CBRE GROUP INC Real Estate 41,408.0 $5.6M 0.02% -3K -7.8% $134.96 +14.0%
165 MOD MODINE MFG CO Consumer Cyclical 20,917.0 $5.6M 0.02% -3K -12.1% $267.02 -26.2%
166 USHY ISHARES TR 149,782.0 $5.5M 0.02% -54K -26.4% $37.02 -0.5%
167 GBDC GOLUB CAP BDC INC Financial Services 423,216.0 $5.5M 0.02% -5K -1.2% $12.88 +2.1%
168 GLQ CLOUGH GLOBAL EQUITY FD Financial Services 630,965.0 $5.4M 0.02% -28K -4.2% $8.62 -4.2%
169 DGX QUEST DIAGNOSTICS INC Healthcare 25,434.0 $5.4M 0.02% -6K -19.7% $211.95 +13.4%
170 RACE FERRARI N V Consumer Cyclical 14,328.0 $5.3M 0.02% -2K -13.1% $372.29 +12.5%
171 ECG EVERUS CONSTR GROUP Industrials 31,678.0 $5.3M 0.01% -3K -8.7% $165.95 -23.6%
172 ZION ZIONS BANCORPORATION NATL AS Financial Services 74,134.0 $5.2M 0.01% -2K -2.9% $69.50 +1.5%
173 ENTERGY CORP NEW 44,412.0 $5.1M 0.01% -9K -17.5% $115.70
174 FANG DIAMONDBACK ENERGY INC Energy 29,031.0 $5.1M 0.01% -807.0 -2.7% $176.62 +20.7%
175 PINNACLE FINL PARTNERS INC 50,749.0 $5.1M 0.01% -2K -4.1% $100.88
176 SITM SITIME CORP Technology 6,852.0 $5.1M 0.01% -2K -22.4% $745.56 -10.6%
177 NXPI NXP SEMICONDUCTORS N V Technology 17,413.0 $5.1M 0.01% -2K -11.3% $293.22 -22.1%
178 KMB KIMBERLY-CLARK CORP Consumer Defensive 46,339.0 $5.1M 0.01% -1K -2.9% $110.05 -0.3%
179 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 50,493.0 $5.1M 0.01% -6K -10.4% $100.07 +8.3%
180 PJAN INNOVATOR ETFS TRUST $5.0M 0.01% -100.0%
Page 9 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%