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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 35 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TENB TENABLE HLDGS INC Technology 124,829.0 $4.6M 0.01% -24K -16.4% $36.88 -8.2%
682 FDN FIRST TR EXCHANGE-TRADED FD 17,364.0 $4.6M 0.01% -326.0 -1.8% $264.72 +8.1%
683 DIA STATE STR SPDR DOW JONES IND Financial Services 8,797.0 $4.6M 0.01% +2K +33.9% $522.39 +1.8%
684 ASX ASE TECHNOLOGY HLDG CO LTD Technology 101,709.0 $4.6M 0.01% -1K -1.3% $45.12 -19.3%
685 IX ORIX CORP Financial Services 120,625.0 $4.6M 0.01% -3K -2.2% $38.04 +1.4%
686 GL GLOBE LIFE INC Financial Services 25,630.0 $4.6M 0.01% +2K +9.6% $178.68 -4.5%
687 CHD CHURCH & DWIGHT CO INC Consumer Defensive 46,979.0 $4.6M 0.01% +3K +7.5% $97.43 +1.3%
688 PKG PACKAGING CORP AMER Consumer Cyclical 19,083.0 $4.6M 0.01% +1K +6.7% $239.66 +5.7%
689 NVT NVENT ELEC PLC Industrials 26,941.0 $4.6M 0.01% +3K +10.8% $169.61 -9.4%
690 QQQM INVESCO EXCH TRADED FD TR II 15,078.0 $4.6M 0.01% +3K +21.8% $302.96 -3.1%
691 CCJ CAMECO CORP Energy 44,836.0 $4.6M 0.01% -5K -9.5% $101.86 -0.7%
692 ED CONSOLIDATED EDISON INC Utilities 41,051.0 $4.5M 0.01% +5K +14.4% $110.78 -3.5%
693 TTMI TTM TECHNOLOGIES INC Technology 24,258.0 $4.5M 0.01% -6K -19.2% $187.02 -40.5%
694 UAL UNITED AIRLS HLDGS INC Industrials 33,333.0 $4.5M 0.01% +8K +33.4% $135.99 -16.9%
695 EATON VANCE TAX-MANAGED GLOB 470,067.0 $4.5M 0.01% -98K -17.2% $9.64
696 GRMN GARMIN LTD Technology 19,013.0 $4.5M 0.01% +986.0 +5.5% $238.13 +23.8%
697 PINS PINTEREST INC Communication Services 214,397.0 $4.5M 0.01% -21K -8.8% $21.03 +11.1%
698 JAAA JANUS DETROIT STR TR 88,967.0 $4.5M 0.01% -14K -13.5% $50.49 +0.4%
699 IRT INDEPENDENCE RLTY TR INC Real Estate 268,335.0 $4.5M 0.01% +228K +559.0% $16.69 -0.4%
700 XPO XPO INC Industrials 21,808.0 $4.5M 0.01% -114.0 -0.5% $205.29 -3.0%
Page 35 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%