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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 106 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 4,822.0 $286K 0.00% +642.0 +15.4% $59.35 -4.9%
2102 VITL VITAL FARMS INC Consumer Defensive 24,482.0 $286K 0.00% -33K -57.4% $11.68 -4.5%
2103 KRUS KURA SUSHI USA INC Consumer Cyclical 4,964.0 $286K 0.00% -4K -43.3% $57.57 -10.8%
2104 MLPX GLOBAL X FDS 3,871.0 $285K 0.00% +906.0 +30.6% $73.65 +3.5%
2105 ARHS ARHAUS INC Consumer Cyclical 33,813.0 $285K 0.00% $8.42 +17.6%
2106 IGPT INVESCO EXCHANGE TRADED FD T 2,715.0 $283K 0.00% NEW $104.10 -11.2%
2107 STRA STRATEGIC ED INC Consumer Defensive 3,684.0 $282K 0.00% -1K -22.4% $76.62 +7.6%
2108 EVUS ISHARES TR 7,923.0 $278K 0.00% NEW $35.11 +5.4%
2109 ASTRANA HEALTH INC 5,957.0 $276K 0.00% NEW $46.41
2110 HRI HERC HLDGS INC Industrials 1,920.0 $275K 0.00% -2K -56.3% $143.38 +16.1%
2111 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 14,725.0 $274K 0.00% -33K -69.1% $18.64 +2.1%
2112 THNQ EXCHANGE TRADED CONCEPTS TRU 3,000.0 $274K 0.00% -1K -25.0% $91.21 -0.7%
2113 ILF ISHARES TR 8,097.0 $273K 0.00% $33.75 -1.2%
2114 KRBN KRANESHARES TRUST 8,135.0 $270K 0.00% $33.16 +2.9%
2115 DNOW DNOW INC Energy 20,660.0 $268K 0.00% $12.97 +24.0%
2116 CAR AVIS BUDGET GROUP INC Industrials 1,799.0 $266K 0.00% +58.0 +3.3% $147.83 -6.4%
2117 BEONE MEDICINES LTD 932.0 $266K 0.00% -73.0 -7.3% $284.97
2118 SBR SABINE RTY TR Energy 3,617.0 $265K 0.00% $73.20 -0.6%
2119 SEDG SOLAREDGE TECHNOLOGIES INC Energy 4,510.0 $264K 0.00% $58.44 -47.6%
2120 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 54,705.0 $263K 0.00% +3K +5.6% $4.81 +5.8%
Page 106 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%