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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 110 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 12,818.0 $230K 0.00% NEW $17.96 -1.7%
2182 MRVL CALL MARVELL TECHNOLOGY INC Technology 1,000.0 $229K 0.00% $229.15 +2.3%
2183 VTV THERAPEUTICS INC 6,073.0 $229K 0.00% $37.65
2184 PFFD GLOBAL X FDS 12,175.0 $228K 0.00% $18.69 -0.9%
2185 EMBC EMBECTA CORP Healthcare 69,427.0 $226K 0.00% NEW $3.26 +57.4%
2186 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 3,636.0 $226K 0.00% NEW $62.22 -8.8%
2187 TIMB TIM S A Communication Services 10,503.0 $226K 0.00% +273.0 +2.7% $21.50 -18.2%
2188 VWOB VANGUARD WHITEHALL FDS 3,353.0 $225K 0.00% +153.0 +4.8% $67.24 -2.0%
2189 BIZD VANECK ETF TRUST 17,794.0 $225K 0.00% $12.66 +4.1%
2190 RXO RXO INC Industrials 8,069.0 $223K 0.00% NEW $27.59 -15.0%
2191 HURN HURON CONSULTING GROUP INC Industrials 2,462.0 $222K 0.00% -21.0 -0.8% $90.16 +64.5%
2192 PONY AI INC 31,475.0 $222K 0.00% +629.0 +2.0% $7.04
2193 RPV INVESCO EXCHANGE TRADED FD T 1,947.0 $222K 0.00% +10.0 +0.5% $113.80 +6.9%
2194 SAM BOSTON BEER INC Consumer Defensive 1,249.0 $221K 0.00% NEW $177.03 +3.0%
2195 ISHG ISHARES TR 2,976.0 $221K 0.00% $74.25 +2.0%
2196 WTV WISDOMTREE TR 2,169.0 $221K 0.00% NEW $101.72 +5.5%
2197 NWBI NORTHWEST BANCSHARES INC Financial Services 14,550.0 $221K 0.00% -6K -28.7% $15.16 +3.5%
2198 TDV PROSHARES TR 2,119.0 $220K 0.00% NEW $103.98 -0.9%
2199 LIT GLOBAL X FDS 2,814.0 $220K 0.00% NEW $78.28 -2.6%
2200 VRRM VERRA MOBILITY CORP Technology 51,669.0 $220K 0.00% NEW $4.25 +8.2%
Page 110 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%