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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 101 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 ITEQ AMPLIFY ETF TR 5,761.0 $382K 0.00% $66.38 -3.0%
2002 BKAG BNY MELLON ETF TRUST 9,116.0 $382K 0.00% +303.0 +3.4% $41.95 -1.6%
2003 ISRA VANECK ETF TRUST 5,893.0 $382K 0.00% $64.87 +3.1%
2004 FSK FS KKR CAP CORP Financial Services 36,364.0 $382K 0.00% NEW $10.50 +13.4%
2005 NSP INSPERITY INC Industrials 9,219.0 $381K 0.00% NEW $41.31 +26.7%
2006 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 10,422.0 $380K 0.00% +426.0 +4.3% $36.49 +5.0%
2007 WMG WARNER MUSIC GROUP CORP Communication Services 14,015.0 $379K 0.00% NEW $27.07 -2.8%
2008 AVSD AMERICAN CENTY ETF TR 4,747.0 $379K 0.00% $79.88 +3.2%
2009 SINCLAIR INC 26,573.0 $379K 0.00% +137.0 +0.5% $14.25
2010 BNDX VANGUARD CHARLOTTE FDS 7,813.0 $378K 0.00% +2K +24.2% $48.43 -1.7%
2011 OWL BLUE OWL CAPITAL INC Financial Services 43,130.0 $377K 0.00% -10K -18.1% $8.75 +32.5%
2012 ERII ENERGY RECOVERY INC Industrials 41,612.0 $375K 0.00% +993.0 +2.4% $9.02 -12.6%
2013 RWT REDWOOD TRUST INC Real Estate 79,018.0 $375K 0.00% -4K -4.8% $4.74 -0.2%
2014 DBX DROPBOX INC Technology 13,623.0 $374K 0.00% NEW $27.47 +23.3%
2015 HOPE HOPE BANCORP INC Financial Services 27,322.0 $374K 0.00% -9K -24.4% $13.68 +4.1%
2016 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,181.0 $373K 0.00% -37.0 -3.0% $316.20 -9.0%
2017 CX CEMEX SA EURO MTN BE 144A Basic Materials 31,076.0 $373K 0.00% $12.00 -11.2%
2018 QTUM ETF SER SOLUTIONS 2,248.0 $372K 0.00% NEW $165.38 -8.0%
2019 NRGV ENERGY VAULT HOLDINGS INC Utilities 79,070.0 $371K 0.00% -9K -10.5% $4.70 -22.3%
2020 BLUE OWL TECHNOLOGY FIN CORP 34,606.0 $371K 0.00% -91K -72.4% $10.73
Page 101 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%