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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 107 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 INDA ISHARES TR 5,319.0 $263K 0.00% -1K -19.3% $49.39 +0.4%
2122 BV BRIGHTVIEW HLDGS INC Industrials 18,451.0 $261K 0.00% +544.0 +3.0% $14.17 -19.9%
2123 FBK FB FINL CORP Financial Services 4,721.0 $261K 0.00% +864.0 +22.4% $55.35 +10.8%
2124 KBWB INVESCO EXCH TRADED FD TR II 2,803.0 $261K 0.00% $92.98 +6.8%
2125 WEN WENDYS CO Consumer Cyclical 31,428.0 $261K 0.00% -20K -38.9% $8.29 +4.0%
2126 PIO INVESCO EXCH TRADED FD TR II 5,780.0 $260K 0.00% $44.97 -0.7%
2127 NGVT INGEVITY CORP Basic Materials 3,474.0 $259K 0.00% -3K -44.2% $74.67 +1.5%
2128 IDV ISHARES TR 6,249.0 $259K 0.00% NEW $41.43 +7.7%
2129 XME SPDR SERIES TRUST 2,420.0 $259K 0.00% NEW $106.93 +10.4%
2130 WSBC WESBANCO INC Financial Services 6,629.0 $259K 0.00% NEW $39.03 +8.8%
2131 TMP TOMPKINS FINL CORP Financial Services 2,736.0 $259K 0.00% NEW $94.52 +6.1%
2132 LENNAR CORP 2,914.0 $259K 0.00% NEW $88.71
2133 HFWA HERITAGE FINL CORP WASH Financial Services 8,717.0 $258K 0.00% -10K -52.8% $29.62 -0.1%
2134 LVHD LEGG MASON ETF INVT 5,858.0 $258K 0.00% NEW $44.00 +0.9%
2135 PLAB PHOTRONICS INC Technology 7,886.0 $257K 0.00% -2K -18.2% $32.53 +3.3%
2136 NCNO NCINO INC Technology 15,568.0 $255K 0.00% -18K -53.2% $16.35 +23.7%
2137 VENTURE GLOBAL INC 22,718.0 $253K 0.00% +141.0 +0.6% $11.13
2138 UNIT UNITI GROUP LLC Real Estate 22,011.0 $252K 0.00% +311.0 +1.4% $11.47 -14.1%
2139 EPI WISDOMTREE TR 5,897.0 $252K 0.00% -3K -34.2% $42.78 +0.3%
2140 MMI MARCUS & MILLICHAP INC Real Estate 8,034.0 $250K 0.00% NEW $31.17 -0.4%
Page 107 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%