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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 38 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CYTK CYTOKINETICS INC Healthcare 47,633.0 $4.1M 0.01% +3K +7.0% $85.19 -9.8%
742 ANGLOGOLD ASHANTI PLC 50,076.0 $4.1M 0.01% -7K -12.6% $80.89
743 WSO WATSCO INC Industrials 9,712.0 $4.0M 0.01% +179.0 +1.9% $416.72 -25.1%
744 BIV VANGUARD BD INDEX FDS 52,744.0 $4.0M 0.01% +9K +20.4% $76.70 -1.7%
745 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 522,990.0 $4.0M 0.01% +177K +51.1% $7.72 -3.1%
746 VDC VANGUARD WORLD FD 17,880.0 $4.0M 0.01% +2K +10.3% $225.49 +2.8%
747 CAVA CAVA GROUP INC Consumer Cyclical 51,369.0 $4.0M 0.01% +457.0 +0.9% $78.48 -6.2%
748 DTE DTE ENERGY CO Utilities 26,255.0 $4.0M 0.01% +3K +13.8% $153.44 -11.9%
749 USFD US FOODS HLDG CORP Consumer Defensive 39,359.0 $4.0M 0.01% +2K +5.9% $102.25 +7.2%
750 DECK DECKERS OUTDOOR CORP Consumer Cyclical 40,509.0 $4.0M 0.01% -3K -5.9% $99.29 -7.7%
751 ES EVERSOURCE ENERGY Utilities 55,436.0 $4.0M 0.01% +465.0 +0.8% $72.42 -3.0%
752 KNSL KINSALE CAP GROUP INC Financial Services 12,092.0 $4.0M 0.01% -2K -11.7% $329.82 +16.3%
753 ATO ATMOS ENERGY CORP Utilities 23,065.0 $4.0M 0.01% +956.0 +4.3% $172.67 -3.4%
754 NOVT NOVANTA INC Technology 24,533.0 $4.0M 0.01% +5K +24.6% $162.24 -10.5%
755 DFEV DIMENSIONAL ETF TRUST 92,673.0 $4.0M 0.01% -3K -3.2% $42.67 -1.7%
756 ALPHABET INC 78,525.0 $3.9M 0.01% NEW $50.30
757 MUSA MURPHY USA INC Consumer Cyclical 7,330.0 $3.9M 0.01% +454.0 +6.6% $538.85 +5.7%
758 GLOBUS MED INC 49,859.0 $3.9M 0.01% -5K -8.8% $79.01
759 YEXT YEXT INC Technology 841,100.0 $3.9M 0.01% $4.67 +36.0%
760 OLED UNIVERSAL DISPLAY CORP Technology 45,278.0 $3.9M 0.01% +13K +40.0% $86.61 -0.9%
Page 38 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%