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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 104 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 NBSM NEUBERGER BERMAN ETF TRUST 11,570.0 $332K 0.00% $28.71 +2.2%
2062 DEA EASTERLY GOVT PPTYS INC Real Estate 13,295.0 $331K 0.00% +256.0 +2.0% $24.93 -1.7%
2063 SEB SEABOARD CORP DEL Industrials 74.0 $330K 0.00% -27.0 -26.7% $4464.32 -1.4%
2064 JAVA J P MORGAN EXCHANGE TRADED F 4,145.0 $329K 0.00% $79.40 +4.6%
2065 ARKQ ARK ETF TR 2,485.0 $329K 0.00% $132.22 -3.4%
2066 EIPI FIRST TR EXCHNG TRADED FD VI 15,016.0 $328K 0.00% +247.0 +1.7% $21.84 +5.3%
2067 FFIN FIRST FINL BANKSHARES INC Financial Services 9,468.0 $328K 0.00% NEW $34.62 -0.3%
2068 SHLD GLOBAL X FDS 5,377.0 $321K 0.00% +330.0 +6.5% $59.71 +17.5%
2069 PMAR INNOVATOR ETFS TRUST 6,720.0 $321K 0.00% $47.77 +1.7%
2070 RNST RENASANT CORP Financial Services 7,520.0 $320K 0.00% NEW $42.54 +0.2%
2071 ELMD ELECTROMED INC Healthcare 7,561.0 $320K 0.00% NEW $42.30 -3.4%
2072 MPT MEDICAL PROPERTIES TRUST INC Financial Services 68,741.0 $319K 0.00% -5K -6.5% $4.64 -13.5%
2073 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 8,409.0 $318K 0.00% -61.0 -0.7% $37.76 +10.6%
2074 XLG INVESCO EXCHANGE TRADED FD T 5,170.0 $317K 0.00% $61.23 +2.0%
2075 BKMI BNY MELLON ETF TRUST II 11,963.0 $316K 0.00% $26.44 -1.9%
2076 TIP ISHARES TR 2,853.0 $312K 0.00% +1K +54.5% $109.43 -2.3%
2077 CCB COASTAL FINL CORP WA Financial Services 4,004.0 $310K 0.00% -4K -46.7% $77.51 -36.2%
2078 INNOVATOR ETFS TRUST 10,890.0 $307K 0.00% $28.21
2079 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 20,303.0 $307K 0.00% +1K +5.7% $15.12 +1.5%
2080 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,379.0 $307K 0.00% +319.0 +10.4% $90.76 -3.8%
Page 104 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%