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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 35 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SCHB SCHWAB STRATEGIC TR 154,670.0 $3.9M 0.01% +14K +10.3% $25.10 +13.9%
682 CACI CACI INTL INC Technology 7,132.0 $3.9M 0.01% +157.0 +2.2% $543.90 -9.9%
683 NXPI NXP SEMICONDUCTORS N V Technology 19,641.0 $3.9M 0.01% -546.0 -2.7% $197.32 +51.7%
684 IWS ISHARES TR 26,566.0 $3.9M 0.01% -4K -12.6% $145.75 +8.1%
685 DTM DT MIDSTREAM INC Energy 28,617.0 $3.9M 0.01% +279.0 +1.0% $135.14 +10.4%
686 SCHG SCHWAB STRATEGIC TR 132,682.0 $3.9M 0.01% -4K -2.8% $29.13 +17.7%
687 SCI SERVICE CORP INTL Consumer Cyclical 46,781.0 $3.9M 0.01% -1K -2.7% $82.51 -6.0%
688 TYL TYLER TECHNOLOGIES INC Technology 11,248.0 $3.9M 0.01% +2K +21.6% $342.36 -7.3%
689 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,700.0 $3.8M 0.01% +1K +6.7% $195.40 +6.3%
690 BWA BORGWARNER INC Consumer Cyclical 70,634.0 $3.8M 0.01% -732.0 -1.0% $54.26 +17.1%
691 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 62,452.0 $3.8M 0.01% -31K -33.0% $61.34 +4.7%
692 IBIT ISHARES BITCOIN TRUST ETF Financial Services 99,412.0 $3.8M 0.01% -17K -14.7% $38.42 +14.5%
693 IJJ ISHARES TR 28,776.0 $3.8M 0.01% -13K -30.7% $132.50 +5.6%
694 ES EVERSOURCE ENERGY Utilities 54,971.0 $3.8M 0.01% +8K +18.0% $69.28 +0.5%
695 PKG PACKAGING CORP AMER Consumer Cyclical 17,883.0 $3.8M 0.01% -304.0 -1.7% $212.56 +0.3%
696 THC TENET HEALTHCARE CORP Healthcare 19,943.0 $3.8M 0.01% $188.71 -0.7%
697 VPU VANGUARD WORLD FD 18,953.0 $3.8M 0.01% -124.0 -0.7% $198.14 -1.6%
698 AFG AMERICAN FINANCIAL GROUP INC Financial Services 29,302.0 $3.7M 0.01% -700.0 -2.3% $127.71 +7.5%
699 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 55,423.0 $3.7M 0.01% +2K +3.2% $67.07 +25.0%
700 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,941.0 $3.7M 0.01% +102.0 +3.6% $1261.09 -13.5%
Page 35 of 112  ·  2,222 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
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%