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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 113 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 NVDA CALL NVIDIA CORPORATION Technology 2,500.0 $194K 0.00% +2K +150.0% $77.78 +189.3%
2242 NWL NEWELL BRANDS INC Consumer Defensive 31,260.0 $192K 0.00% -7K -19.0% $6.14 -1.6%
2243 CAL CALERES INC Consumer Cyclical 15,492.0 $192K 0.00% -3K -17.5% $12.37 +7.4%
2244 UGP ULTRAPAR PARTICIPACOES SA Energy 37,841.0 $190K 0.00% -410.0 -1.1% $5.02 +29.1%
2245 NSYS NORTECH SYS INC Technology 12,000.0 $190K 0.00% NEW $15.82 -21.9%
2246 CTSO CYTOSORBENTS CORP Healthcare 499,910.0 $187K 0.00% $0.37 +0.9%
2247 CIG CIA ENERGETICA DE MINAS GERA Utilities 88,958.0 $187K 0.00% -819.0 -0.9% $2.10 -8.6%
2248 ORC ORCHID IS CAP INC Real Estate 26,532.0 $185K 0.00% $6.97 -4.3%
2249 SOPH SOPHIA GENETICS SA Healthcare 32,203.0 $185K 0.00% +738.0 +2.4% $5.74 +32.9%
2250 SHC SOTERA HEALTH CO Healthcare 10,337.0 $183K 0.00% NEW $17.75 +5.9%
2251 BEKE KE HLDGS INC Real Estate 12,569.0 $183K 0.00% -3K -17.6% $14.53 +16.0%
2252 GRFS GRIFOLS S A Healthcare 25,427.0 $180K 0.00% -5K -15.4% $7.08 +9.7%
2253 KD KYNDRYL HLDGS INC Technology 15,805.0 $179K 0.00% -18K -53.6% $11.31 +12.5%
2254 PRCH PORCH GROUP INC Technology 11,785.0 $177K 0.00% -7K -36.3% $15.04 +11.4%
2255 GGB GERDAU SA Basic Materials 43,696.0 $177K 0.00% +3K +8.0% $4.04 +18.8%
2256 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 10,511.0 $174K 0.00% NEW $16.53 +20.0%
2257 PCT PURECYCLE TECHNOLOGIES INC Industrials 21,105.0 $171K $8.11 -11.0%
2258 PAYP PAYPAY CORP Technology 11,705.0 $168K NEW $14.33 +4.5%
2259 RES RPC INC Energy 28,459.0 $166K -2K -5.9% $5.83 +12.7%
2260 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 17,769.0 $164K NEW $9.21 -0.0%
Page 113 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%