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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 114 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 15,000.0 $163K $10.85 -14.5%
2262 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 14,067.0 $161K $11.45 -4.9%
2263 EC ECOPETROL S A Energy 11,241.0 $160K -999.0 -8.2% $14.24 +24.1%
2264 TU TELUS CORPORATION Communication Services 14,444.0 $154K NEW $10.64 -8.9%
2265 HE HAWAIIAN ELEC INDS INC MTN B Utilities 11,309.0 $153K -75.0 -0.7% $13.53 -12.7%
2266 TYA SIMPLIFY EXCHANGE TRADED FUN 11,519.0 $147K NEW $12.77 -3.4%
2267 NXDR NEXTDOOR HOLDINGS INC Communication Services 63,133.0 $143K -1K -1.6% $2.27 +11.0%
2268 SENS SENSEONICS HLDGS INC Healthcare 25,000.0 $142K $5.68 +41.4%
2269 BYRN BYRNA TECHNOLOGIES INC Industrials 20,995.0 $141K +209.0 +1.0% $6.71 -41.0%
2270 WB WEIBO CORP Communication Services 19,370.0 $141K -916.0 -4.5% $7.26 +4.1%
2271 BMNR BITMINE IMMERSION TECHS INC Financial Services 10,507.0 $140K NEW $13.31 +40.7%
2272 NIO NIO INC Consumer Cyclical 27,002.0 $136K +1K +5.2% $5.05 -9.0%
2273 TAL TAL ED GROUP Consumer Defensive 14,112.0 $135K -2K -13.7% $9.57 +22.0%
2274 NRK NUVEEN NY AMT FREE Financial Services 12,123.0 $130K NEW $10.72 -2.5%
2275 BBD BANCO BRADESCO S A Financial Services 36,136.0 $125K -2K -4.1% $3.47 -11.0%
2276 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,723.0 $125K -746.0 -6.0% $10.68 -36.0%
2277 YMM FULL TRUCK ALLIANCE CO LTD Technology 15,203.0 $123K NEW $8.12 +8.9%
2278 CORE LABORATORIES INC 10,547.0 $123K +197.0 +1.9% $11.65
2279 CNTX CONTEXT THERAPEUTICS INC Healthcare 214,875.0 $119K +105K +94.9% $0.55 -4.3%
2280 MSOS ADVISORSHARES TR 22,360.0 $114K +300.0 +1.4% $5.08 -10.6%
Page 114 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%