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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 21 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AEP AMERICAN ELEC PWR CO INC Utilities 72,619.0 $10.0M 0.03% +5K +6.6% $137.50 -8.2%
402 CEG CONSTELLATION ENERGY CORP Utilities 39,960.0 $10.0M 0.03% $249.10 +10.1%
403 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 397,164.0 $10.0M 0.03% +12K +3.2% $25.06 +14.1%
404 YUM YUM BRANDS INC Consumer Cyclical 62,176.0 $9.9M 0.03% +739.0 +1.2% $160.00 -8.8%
405 CARR CARRIER GLOBAL CORPORATION Industrials 134,314.0 $9.9M 0.03% +1K +1.1% $73.52 -16.8%
406 HOOD ROBINHOOD MKTS INC Financial Services 98,234.0 $9.9M 0.03% +27K +38.6% $100.45 +0.4%
407 INFQ INFLEQTION INC Technology 737,697.0 $9.8M 0.03% NEW $13.32 -7.2%
408 TRGP TARGA RES CORP Energy 36,616.0 $9.8M 0.03% +4K +11.9% $268.27 +10.7%
409 SHYG ISHARES TR 231,176.0 $9.8M 0.03% -9K -3.9% $42.41 -0.5%
410 VOTE TCW ETF TRUST 110,650.0 $9.8M 0.03% $88.17 +2.7%
411 PRU PRUDENTIAL FINL INC Financial Services 90,153.0 $9.7M 0.03% +9K +11.8% $108.12 +13.0%
412 NSC NORFOLK SOUTHN CORP Industrials 30,940.0 $9.7M 0.03% +4K +14.3% $314.96 +9.6%
413 DPG DUFF & PHELPS UTLITY AND INF Financial Services 656,309.0 $9.7M 0.03% +166K +33.9% $14.84 -0.3%
414 TEI TEMPLETON EMERGING MKTS INCO Financial Services 1,443,944.0 $9.7M 0.03% +78K +5.7% $6.74 +0.9%
415 DEO DIAGEO PLC Consumer Defensive 120,601.0 $9.7M 0.03% +9K +8.0% $80.38 +15.6%
416 AAON AAON INC Industrials 76,309.0 $9.7M 0.03% +61K +394.9% $126.86 -36.4%
417 BKR BAKER HUGHES COMPANY Energy 179,919.0 $9.6M 0.03% +5K +2.7% $53.57 +20.4%
418 BLOCK INC 126,317.0 $9.6M 0.03% +12K +10.3% $76.12
419 NOC NORTHROP GRUMMAN CORP Industrials 18,781.0 $9.6M 0.03% -3K -11.9% $510.16 +14.2%
420 TFC TRUIST FINL CORP Financial Services 190,771.0 $9.5M 0.03% -6K -3.0% $50.04 +1.3%
Page 21 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%