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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 105 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 GRAB GRAB HOLDINGS LIMITED Technology 81,264.0 $306K 0.00% -22K -21.2% $3.77 -7.3%
2082 FLNC FLUENCE ENERGY INC Utilities 15,460.0 $306K 0.00% +310.0 +2.0% $19.81 -40.5%
2083 MNDY MONDAY COM LTD Technology 4,228.0 $306K 0.00% -7K -63.1% $72.39 +21.5%
2084 HUDSON PACIFIC PROPERTIES IN 20,125.0 $306K 0.00% +240.0 +1.2% $15.19
2085 DRS LEONARDO DRS INC Industrials 7,131.0 $304K 0.00% +140.0 +2.0% $42.67 +5.8%
2086 SSL SASOL LTD Basic Materials 30,978.0 $304K 0.00% -3K -10.1% $9.82 +20.0%
2087 BRC BRADY CORP Industrials 3,318.0 $304K 0.00% NEW $91.57 +2.9%
2088 MGA MAGNA INTL INC Consumer Cyclical 4,617.0 $303K 0.00% NEW $65.65 +7.8%
2089 BGC BGC GROUP INC Financial Services 28,219.0 $302K 0.00% +4K +15.5% $10.69 +4.6%
2090 ATKR ATKORE INC Industrials 3,944.0 $300K 0.00% -435.0 -9.9% $76.04 +22.9%
2091 HTGC HERCULES CAPITAL INC Financial Services 18,993.0 $300K 0.00% $15.77 +4.9%
2092 BCH BANCO DE CHILE Financial Services 7,518.0 $299K 0.00% -105.0 -1.4% $39.76 +2.8%
2093 APCB TRUST FOR PROFESSIONAL MANAG 10,112.0 $298K 0.00% +1K +16.0% $29.43 -1.7%
2094 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 11,383.0 $295K 0.00% +4K +46.3% $25.95 +10.4%
2095 HUN HUNTSMAN CORP Basic Materials 27,656.0 $294K 0.00% +16K +131.4% $10.62 -4.3%
2096 SCHH SCHWAB STRATEGIC TR 12,377.0 $293K 0.00% NEW $23.68 +1.3%
2097 PLUG PLUG PWR INC Industrials 107,722.0 $292K 0.00% +17K +18.6% $2.71 -21.4%
2098 SLP SIMULATIONS PLUS INC Healthcare 15,979.0 $292K 0.00% +317.0 +2.0% $18.24 +0.6%
2099 PRIM PRIMORIS SVCS CORP Industrials 2,930.0 $290K 0.00% -6K -66.6% $99.13 -18.4%
2100 INN SUMMIT HOTEL PPTYS Real Estate 41,391.0 $290K 0.00% -14K -24.7% $7.01 -14.3%
Page 105 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%