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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 17 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 1,989,962.0 $12.9M 0.04% +432K +27.7% $6.50 -2.2%
322 ILMN ILLUMINA INC Healthcare 73,478.0 $12.9M 0.04% +34K +86.9% $175.79 +7.1%
323 IWS ISHARES TR 78,000.0 $12.8M 0.04% +51K +193.6% $164.60 +3.8%
324 CARNIVAL CORP LTD 448,446.0 $12.8M 0.04% NEW $28.61
325 AFL AFLAC INC Financial Services 108,633.0 $12.8M 0.04% -4K -3.6% $117.40 +3.7%
326 XLV SELECT SECTOR SPDR TR 80,275.0 $12.7M 0.04% +25K +45.9% $158.66 +7.0%
327 MLM MARTIN MARIETTA MATLS INC Basic Materials 22,017.0 $12.7M 0.04% -2K -7.5% $576.69 -9.3%
328 IJK ISHARES TR 107,855.0 $12.7M 0.04% +75K +226.8% $117.50 -0.6%
329 BWG BRANDYWINEGBL GBL INCM OPP F Financial Services 1,591,786.0 $12.6M 0.04% -80K -4.8% $7.94 -2.5%
330 FTAI AVIATION LTD 46,173.0 $12.5M 0.04% -247.0 -0.5% $270.53
331 MKSI MKS INC. Technology 28,071.0 $12.5M 0.04% +8K +38.9% $444.81 -32.5%
332 HWM HOWMET AEROSPACE INC Industrials 46,056.0 $12.5M 0.04% -4K -7.8% $270.54 +8.2%
333 SCHF SCHWAB STRATEGIC TR 449,591.0 $12.5M 0.04% +376K +510.0% $27.70 +1.3%
334 NOW SERVICENOW INC Technology 124,764.0 $12.5M 0.04% -19K -13.3% $99.80 +19.7%
335 CSX CSX CORP Industrials 261,048.0 $12.4M 0.04% +9K +3.8% $47.65 +5.4%
336 CRM SALESFORCE INC Technology 78,660.0 $12.4M 0.04% -21K -21.4% $157.57 +24.5%
337 GD GENERAL DYNAMICS CORP Industrials 34,817.0 $12.4M 0.04% +1K +4.2% $354.85 +10.9%
338 UBS UBS GROUP AG Financial Services 249,033.0 $12.3M 0.04% +30K +13.6% $49.59 +6.8%
339 DFAR DIMENSIONAL ETF TRUST 470,402.0 $12.3M 0.04% -39K -7.7% $26.16 +0.5%
340 BK BANK OF NY MELLON CORP Financial Services 83,942.0 $12.2M 0.04% -7K -7.8% $145.02 -2.1%
Page 17 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%