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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 111 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 LBRDK LIBERTY BROADBAND CORP Communication Services 6,592.0 $219K 0.00% -158.0 -2.3% $33.26 +2.1%
2202 BMAR INNOVATOR ETFS TRUST 3,799.0 $219K 0.00% NEW $57.63 +2.3%
2203 BANF BANCFIRST CORP Financial Services 1,967.0 $219K 0.00% -88.0 -4.3% $111.21 +3.3%
2204 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 5,979.0 $218K 0.00% NEW $36.41 +4.8%
2205 GRID FIRST TR EXCHANGE-TRADED FD 1,131.0 $217K 0.00% NEW $191.71 -1.3%
2206 MEOH METHANEX CORP Basic Materials 4,684.0 $216K 0.00% +27.0 +0.6% $46.15 +24.1%
2207 CRTO CRITEO S A Communication Services 11,814.0 $216K 0.00% -5K -31.2% $18.28 -2.5%
2208 DGCB DIMENSIONAL ETF TRUST 3,942.0 $216K 0.00% $54.67 -2.5%
2209 XHB SPDR SERIES TRUST 1,863.0 $215K 0.00% NEW $115.55 -6.4%
2210 CGW INVESCO EXCH TRADED FD TR II 3,262.0 $214K 0.00% NEW $65.73 -1.3%
2211 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,013.0 $214K 0.00% NEW $106.26 +2.3%
2212 LEG LEGGETT & PLATT INC Consumer Cyclical 18,097.0 $213K 0.00% -2K -8.9% $11.75 -18.6%
2213 DQ DAQO NEW ENERGY CORP Technology 15,743.0 $213K 0.00% +184.0 +1.2% $13.50 +5.5%
2214 AWR AMER STATES WTR CO Utilities 2,563.0 $212K 0.00% -356.0 -12.2% $82.63 +6.3%
2215 LOPE GRAND CANYON ED INC Consumer Defensive 1,478.0 $212K 0.00% -1K -46.0% $143.11 -0.9%
2216 J P MORGAN EXCHANGE TRADED F 2,901.0 $210K 0.00% NEW $72.28
2217 GAP GAP INC Consumer Cyclical 11,223.0 $210K 0.00% +557.0 +5.2% $18.68 +8.0%
2218 NIU NIU TECHNOLOGIES Consumer Cyclical 103,147.0 $209K 0.00% +1K +1.0% $2.03 +1.0%
2219 AGM FEDERAL AGRIC MTG CORP Financial Services 1,048.0 $209K 0.00% NEW $199.27 +16.3%
2220 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,690.0 $208K 0.00% NEW $123.29 +8.2%
Page 111 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%