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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 34 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 123,322.0 $4.8M 0.01% -3K -2.7% $39.05 +2.1%
662 TQQQ PROSHARES TR 59,263.0 $4.8M 0.01% NEW $81.00 -12.4%
663 DLTR DOLLAR TREE INC Consumer Defensive 39,629.0 $4.8M 0.01% -590.0 -1.5% $121.07 +7.7%
664 EQT EQT CORP Energy 90,044.0 $4.8M 0.01% -5K -5.1% $53.28 +1.3%
665 KEY KEYCORP Financial Services 207,728.0 $4.8M 0.01% -7K -3.3% $23.08 -5.0%
666 VTR VENTAS INC Real Estate 53,947.0 $4.8M 0.01% +2K +4.6% $88.84 +5.3%
667 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 44,201.0 $4.8M 0.01% +4K +8.6% $107.96 +2.6%
668 GIS GENERAL MILLS INC Consumer Defensive 135,693.0 $4.7M 0.01% +80K +145.4% $34.98 +13.5%
669 KVYO KLAVIYO INC Technology 313,766.0 $4.7M 0.01% +154K +96.8% $15.10 +20.2%
670 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 61,844.0 $4.7M 0.01% +6K +10.0% $76.57 +4.8%
671 BWA BORGWARNER INC Consumer Cyclical 71,243.0 $4.7M 0.01% +609.0 +0.9% $66.40 +1.9%
672 DUPONT DE NEMOURS INC 34,672.0 $4.7M 0.01% NEW $135.87
673 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 57,760.0 $4.7M 0.01% -2K -2.8% $81.34 -9.9%
674 DTM DT MIDSTREAM INC Energy 31,876.0 $4.7M 0.01% +3K +11.4% $147.17 -13.0%
675 SSD SIMPSON MFG INC Industrials 22,399.0 $4.7M 0.01% -2K -8.0% $209.35 -9.7%
676 OMC OMNICOM GROUP INC Communication Services 63,824.0 $4.7M 0.01% +629.0 +1.0% $72.98 +20.4%
677 LOAR LOAR HOLDINGS INC Industrials 57,439.0 $4.6M 0.01% +46K +412.4% $80.61 -7.3%
678 TDY TELEDYNE TECHNOLOGIES INC Technology 6,900.0 $4.6M 0.01% -40.0 -0.6% $669.91 -5.4%
679 DFGR DIMENSIONAL ETF TRUST 159,112.0 $4.6M 0.01% -6K -3.9% $28.97 +1.7%
680 SNX TD SYNNEX CORPORATION Technology 17,230.0 $4.6M 0.01% -2K -8.9% $267.33 -6.2%
Page 34 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 28.9%
Financial Services 28.6%
Consumer Cyclical 8.1%
Healthcare 7.8%
Industrials 7.6%
Communication Services 5.8%
Consumer Defensive 5.4%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%