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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 10 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWP ISHARES TR 168,554.0 $24.7M 0.07% +68K +68.3% $146.41 -1.2%
182 DHF BNY MELLON HIGH YIELD STRATE Financial Services 9,983,466.0 $24.2M 0.07% +1.1M +12.8% $2.42 -1.9%
183 QCOM QUALCOMM INC Technology 130,365.0 $24.1M 0.07% +15K +13.1% $185.20 -13.1%
184 CRWD CROWDSTRIKE HLDGS INC Technology 31,515.0 $24.1M 0.07% -130K -80.5% $191.27 +11.6%
185 NVS NOVARTIS AG Healthcare 153,797.0 $24.1M 0.07% +17K +12.3% $156.72 -1.1%
186 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 3,860,158.0 $23.6M 0.07% +51K +1.4% $6.12 -3.1%
187 MUB ISHARES TR 218,365.0 $23.5M 0.07% +5K +2.5% $107.62 -2.0%
188 IYR ISHARES TR 228,908.0 $23.4M 0.07% -5K -2.1% $102.25 +1.8%
189 SHOP SHOPIFY INC Technology 203,003.0 $23.2M 0.07% -31K -13.1% $114.18 +29.0%
190 ASGN EVERFORTH INC Technology 1,280,177.0 $22.9M 0.07% +78K +6.5% $17.87 +17.3%
191 VRTX VERTEX PHARMACEUTICALS INC Healthcare 45,952.0 $22.9M 0.07% +2K +3.8% $497.83 +6.1%
192 COF CAPITAL ONE FINL CORP Financial Services 113,408.0 $22.8M 0.07% +1K +1.1% $201.06 +10.7%
193 ISRG INTUITIVE SURGICAL INC Healthcare 56,403.0 $22.6M 0.07% -2K -4.2% $399.97 -1.1%
194 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 3,487,291.0 $22.5M 0.07% -257K -6.9% $6.46 -4.3%
195 APP APPLOVIN CORP Technology 42,683.0 $22.0M 0.06% +16K +61.2% $516.25 -40.0%
196 URI UNITED RENTALS INC Industrials 19,195.0 $21.8M 0.06% -197.0 -1.0% $1135.15 -1.1%
197 ADP AUTOMATIC DATA PROCESSING IN Industrials 95,806.0 $21.5M 0.06% +14K +17.0% $224.70 +20.9%
198 XLY SELECT SECTOR SPDR TR 180,906.0 $21.2M 0.06% +8K +4.6% $117.28 -0.3%
199 EEM ISHARES TR 309,582.0 $21.2M 0.06% +138K +80.8% $68.41 -4.3%
200 VYMI VANGUARD WHITEHALL FDS 214,812.0 $21.1M 0.06% +7K +3.4% $98.20 +5.9%
Page 10 of 117  ·  2,337 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%