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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 30 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HIG HARTFORD INSURANCE GROUP INC Financial Services 44,269.0 $5.9M 0.02% +2K +4.6% $133.04 +3.3%
582 SRE SEMPRA Utilities 63,236.0 $5.9M 0.02% $93.09 -5.8%
583 BOKF BOK FINL CORP Financial Services 42,306.0 $5.9M 0.02% $138.88 +1.3%
584 AME AMETEK INC Industrials 24,129.0 $5.8M 0.02% -2K -8.3% $242.10 -1.0%
585 RRX REGAL REXNORD CORPORATION Industrials 24,522.0 $5.8M 0.02% -1K -5.0% $238.20 -30.4%
586 KKR KKR & CO INC Financial Services 63,184.0 $5.8M 0.02% +7K +13.4% $92.03 +16.9%
587 VCIT VANGUARD SCOTTSDALE FDS 70,304.0 $5.8M 0.02% +9K +14.1% $82.65 -1.8%
588 DAL DELTA AIR LINES INC Industrials 61,176.0 $5.8M 0.02% -4K -6.2% $94.56 -14.3%
589 O REALTY INCOME CORP Real Estate 93,039.0 $5.8M 0.02% $62.16 +2.1%
590 HBAN HUNTINGTON BANCSHARES INC Financial Services 323,819.0 $5.8M 0.02% -14K -4.1% $17.81 -4.0%
591 MCHP MICROCHIP TECHNOLOGY INC. Technology 63,020.0 $5.7M 0.02% -7K -10.4% $91.15 -16.3%
592 VIS VANGUARD WORLD FD 15,896.0 $5.7M 0.02% +950.0 +6.4% $360.38 -4.4%
593 XYL XYLEM INC Industrials 48,223.0 $5.7M 0.02% -1K -2.6% $118.54 -4.5%
594 CBOE CBOE GLOBAL MKTS INC Financial Services 23,451.0 $5.7M 0.02% -2K -7.6% $242.89 +22.3%
595 THG HANOVER INS GROUP INC Financial Services 26,425.0 $5.7M 0.02% +521.0 +2.0% $214.13 +4.1%
596 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 106,810.0 $5.6M 0.02% +4K +4.1% $52.78 +29.7%
597 PDT HANCOCK JOHN PREM DIVID FD Financial Services 433,900.0 $5.6M 0.02% +225K +108.0% $12.95 -1.7%
598 EXC EXELON CORP Utilities 120,403.0 $5.6M 0.02% +2K +1.6% $46.64 -3.2%
599 RL RALPH LAUREN CORP Consumer Cyclical 13,947.0 $5.6M 0.02% -210.0 -1.5% $401.85 -7.5%
600 UNM UNUM GROUP Financial Services 62,605.0 $5.6M 0.02% +1K +1.7% $89.40 -2.8%
Page 30 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%