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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 40 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BBY BEST BUY INC Consumer Cyclical 49,962.0 $3.8M 0.01% +8K +17.7% $75.90 +13.2%
782 AIT APPLIED INDL TECHNOLOGIES IN Industrials 11,207.0 $3.8M 0.01% $338.15 +1.0%
783 FSLR FIRST SOLAR INC Energy 15,994.0 $3.8M 0.01% $235.99 -9.2%
784 URBN URBAN OUTFITTERS INC Consumer Cyclical 53,126.0 $3.8M 0.01% -1K -2.0% $70.86 +4.8%
785 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 331,531.0 $3.7M 0.01% +2K +0.6% $11.30 -0.3%
786 WWD WOODWARD INC Industrials 8,777.0 $3.7M 0.01% -1K -12.4% $425.44 -19.3%
787 ROL ROLLINS INC Consumer Cyclical 89,239.0 $3.7M 0.01% -12K -11.9% $41.74 -11.6%
788 F FORD MTR CO Consumer Cyclical 264,783.0 $3.7M 0.01% +4K +1.7% $14.01 +2.8%
789 CNP CENTERPOINT ENERGY INC Utilities 83,877.0 $3.7M 0.01% +1K +1.8% $44.04 -12.0%
790 NOBL PROSHARES TR 65,720.0 $3.7M 0.01% +42K +177.1% $56.16 +4.6%
791 DINO HF SINCLAIR CORP Energy 52,791.0 $3.7M 0.01% -10K -16.3% $69.65 +39.7%
792 AEE AMEREN CORP Utilities 32,386.0 $3.7M 0.01% +698.0 +2.2% $113.35 -6.4%
793 CMS CMS ENERGY CORP Utilities 47,744.0 $3.7M 0.01% +5K +10.7% $76.72 -11.0%
794 CASY CASEYS GEN STORES INC Consumer Cyclical 4,599.0 $3.7M 0.01% $794.82 +5.1%
795 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 15,152.0 $3.7M 0.01% +1K +8.6% $240.97 +5.5%
796 WES WESTERN MIDSTREAM PARTNERS L Energy 83,078.0 $3.6M 0.01% $43.76 +10.5%
797 BYD BOYD GAMING CORP Consumer Cyclical 41,111.0 $3.6M 0.01% +2K +5.3% $88.34 -8.6%
798 COIN COINBASE GLOBAL INC Financial Services 24,785.0 $3.6M 0.01% -3K -12.2% $146.19 +27.6%
799 TFSL TFS FINL CORP Financial Services 204,417.0 $3.6M 0.01% -20K -8.8% $17.72 -0.5%
800 RKLB ROCKET LAB CORP Industrials 35,602.0 $3.6M 0.01% +18K +99.7% $101.65 -28.6%
Page 40 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%