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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 31 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CBRE CBRE GROUP INC Real Estate 41,408.0 $5.6M 0.02% -3K -7.8% $134.96 +12.5%
602 MOD MODINE MFG CO Consumer Cyclical 20,917.0 $5.6M 0.02% -3K -12.1% $267.02 -28.6%
603 RJF RAYMOND JAMES FINL INC Financial Services 36,657.0 $5.6M 0.02% +500.0 +1.4% $152.12 +13.3%
604 CNQ CANADIAN NAT RES LTD MED TER Energy 140,553.0 $5.6M 0.02% +8K +5.8% $39.52 +29.1%
605 USHY ISHARES TR 149,782.0 $5.5M 0.02% -54K -26.4% $37.02 -0.6%
606 EVEREST GROUP LTD 15,416.0 $5.5M 0.02% +3K +23.6% $357.53
607 QUAL ISHARES TR 24,951.0 $5.5M 0.02% +7K +36.4% $219.43 +1.3%
608 GBDC GOLUB CAP BDC INC Financial Services 423,216.0 $5.5M 0.02% -5K -1.2% $12.88 +2.6%
609 GLQ CLOUGH GLOBAL EQUITY FD Financial Services 630,965.0 $5.4M 0.02% -28K -4.2% $8.62 -6.4%
610 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 156,351.0 $5.4M 0.02% NEW $34.73 +17.4%
611 JBL JABIL INC Technology 14,081.0 $5.4M 0.02% +400.0 +2.9% $385.47 -17.9%
612 ASCENDIS PHARMA A/S 20,248.0 $5.4M 0.02% NEW $266.72
613 DGX QUEST DIAGNOSTICS INC Healthcare 25,434.0 $5.4M 0.02% -6K -19.7% $211.95 +13.8%
614 NRG NRG ENERGY INC Utilities 36,875.0 $5.4M 0.02% +1K +3.2% $146.06 -21.0%
615 AMG AFFILIATED MANAGERS GROUP Financial Services 15,825.0 $5.4M 0.02% +99.0 +0.6% $338.39 +4.2%
616 TWLO TWILIO INC Communication Services 25,953.0 $5.3M 0.02% +2K +8.9% $206.14 +6.7%
617 ZTS ZOETIS INC Healthcare 74,081.0 $5.3M 0.02% +17K +29.2% $72.03 +4.1%
618 RACE FERRARI N V Consumer Cyclical 14,328.0 $5.3M 0.02% -2K -13.1% $372.29 +15.1%
619 JEPI J P MORGAN EXCHANGE TRADED F 94,099.0 $5.3M 0.01% +45K +90.5% $56.48 +2.2%
620 VFH VANGUARD WORLD FD 40,312.0 $5.3M 0.01% +2K +4.7% $131.60 +5.9%
Page 31 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%