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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 26 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 1,045,009.0 $7.6M 0.02% +581K +125.4% $7.30 -0.2%
502 CSGP COSTAR GROUP INC Real Estate 267,626.0 $7.6M 0.02% +229K +594.2% $28.33 +14.4%
503 VFL ABRDN NATL MUN INCOME FD Financial Services 725,977.0 $7.5M 0.02% +132K +22.2% $10.37 -0.6%
504 ABNB AIRBNB INC Consumer Cyclical 52,182.0 $7.5M 0.02% -3K -6.0% $143.45 +29.2%
505 Q QNITY ELECTRONICS INC Technology 45,661.0 $7.5M 0.02% +5K +12.4% $163.62 -21.5%
506 AIG AMERICAN INTL GROUP INC Financial Services 99,923.0 $7.5M 0.02% -7K -6.5% $74.66 +1.7%
507 USXF ISHARES TR 107,355.0 $7.5M 0.02% +13K +14.2% $69.45 -1.9%
508 RF REGIONS FINANCIAL CORP NEW Financial Services 245,405.0 $7.4M 0.02% +6K +2.7% $30.22 +1.0%
509 UNILEVER PLC 122,888.0 $7.4M 0.02% -16K -11.7% $60.12
510 MDB MONGODB INC Technology 21,948.0 $7.4M 0.02% +18K +436.5% $335.90 +25.4%
511 MTRN MATERION CORP Basic Materials 24,573.0 $7.3M 0.02% -455.0 -1.8% $297.39 -21.7%
512 L LOEWS CORP Financial Services 64,241.0 $7.3M 0.02% $113.21 -2.2%
513 CWST CASELLA WASTE SYS INC Industrials 74,987.0 $7.3M 0.02% +22K +42.6% $96.97 -4.5%
514 SEIC SEI INVTS CO Financial Services 82,758.0 $7.3M 0.02% +52K +167.5% $87.71 +24.1%
515 ADSK AUTODESK INC Technology 37,254.0 $7.3M 0.02% -3K -7.8% $194.81 +30.4%
516 KEYS KEYSIGHT TECHNOLOGIES INC Technology 20,452.0 $7.2M 0.02% +907.0 +4.6% $351.72 -10.6%
517 FERG FERGUSON ENTERPRISES INC Industrials 30,176.0 $7.2M 0.02% -3K -7.7% $237.43 +1.7%
518 DFUS DIMENSIONAL ETF TRUST 87,224.0 $7.1M 0.02% -2K -2.4% $81.94 +2.0%
519 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 502,864.0 $7.1M 0.02% -558K -52.6% $14.17 +0.1%
520 XEL XCEL ENERGY INC Utilities 88,355.0 $7.1M 0.02% +917.0 +1.1% $80.55 -1.5%
Page 26 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%