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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 112 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 TME TENCENT MUSIC ENTMT GROUP Communication Services 24,921.0 $208K 0.00% +8K +48.1% $8.35 +6.2%
2222 QQQI NEOS ETF TRUST 3,656.0 $208K 0.00% -554.0 -13.2% $56.79 -1.8%
2223 STBA S & T BANCORP INC Financial Services 4,214.0 $207K 0.00% NEW $49.08 +3.9%
2224 PRGO PERRIGO CO PLC Healthcare 19,823.0 $206K 0.00% -51K -72.0% $10.39 +23.4%
2225 FRDM EA SERIES TRUST 2,784.0 $204K 0.00% NEW $73.11 -5.6%
2226 CELH CELSIUS HLDGS INC Consumer Defensive 6,945.0 $203K 0.00% -9K -55.2% $29.28 +2.3%
2227 KNG FIRST TR EXCHANGE-TRADED FD 4,024.0 $203K 0.00% NEW $50.50 +2.2%
2228 SUNC SUNOCOCORP LLC Energy 3,000.0 $203K 0.00% NEW $67.67 +11.5%
2229 IEI ISHARES TR 1,724.0 $203K 0.00% -503.0 -22.6% $117.48 -0.8%
2230 TLK TELEKOMUNIKASI IND Communication Services 15,041.0 $202K 0.00% -1K -7.0% $13.43 +10.4%
2231 VERX VERTEX INC Technology 17,560.0 $202K 0.00% +1K +6.3% $11.48 +8.6%
2232 CABO CABLE ONE INC Communication Services 3,795.0 $202K 0.00% -214.0 -5.3% $53.11 -43.7%
2233 SSYS STRATASYS LTD Technology 23,366.0 $200K 0.00% -1K -4.7% $8.56 +3.3%
2234 MAT MATTEL INC Consumer Cyclical 14,364.0 $199K 0.00% -711.0 -4.7% $13.88 +5.0%
2235 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 15,018.0 $199K 0.00% +4K +32.3% $13.26 +5.9%
2236 DXC DXC TECHNOLOGY CO Technology 22,421.0 $198K 0.00% NEW $8.85 +17.4%
2237 SAB BIOTHERAPEUTICS INC 50,650.0 $198K 0.00% $3.90
2238 CRGY CRESCENT ENERGY COMPANY Energy 20,003.0 $196K 0.00% +499.0 +2.6% $9.82 +29.2%
2239 LIBERTY GLOBAL LTD 17,821.0 $196K 0.00% -2K -10.7% $11.00
2240 BLW BLACKROCK LTD DURATION INCOM Financial Services 15,656.0 $196K 0.00% +411.0 +2.7% $12.49 +2.6%
Page 112 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%