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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 44 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MFC MANULIFE FINL CORP Financial Services 78,827.0 $3.2M 0.01% +3K +4.0% $40.52 +4.9%
862 LH LABCORP HOLDINGS INC Healthcare 11,388.0 $3.2M 0.01% -1K -9.3% $280.01 +20.1%
863 USRT ISHARES TR 47,934.0 $3.2M 0.01% $66.45 +1.0%
864 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 36,890.0 $3.2M 0.01% -8K -17.4% $86.11 +17.3%
865 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 63,331.0 $3.2M 0.01% +4K +6.3% $49.86 +14.7%
866 VMC VULCAN MATLS CO Basic Materials 10,618.0 $3.2M 0.01% -796.0 -7.0% $297.33 -7.2%
867 ESGU ISHARES TR 19,285.0 $3.2M 0.01% $163.67 +2.5%
868 PRI PRIMERICA INC Financial Services 11,092.0 $3.2M 0.01% +98.0 +0.9% $284.20 +4.1%
869 FBP FIRST BANCORP CORPORATION Financial Services 120,797.0 $3.1M 0.01% +2K +1.5% $26.07 +9.4%
870 INDB INDEPENDENT BK CORP MASS Financial Services 37,572.0 $3.1M 0.01% -3K -7.4% $83.74 -0.0%
871 EXPE EXPEDIA GROUP INC Consumer Cyclical 12,259.0 $3.1M 0.01% -3K -19.7% $255.88 +25.7%
872 XLRE SELECT SECTOR SPDR TR 71,114.0 $3.1M 0.01% +403.0 +0.6% $44.03 +2.4%
873 CSW INDUSTRIALS INC 11,250.0 $3.1M 0.01% -137.0 -1.2% $278.29
874 ACIW ACI WORLDWIDE INC Technology 61,979.0 $3.1M 0.01% +5K +8.7% $50.29 +3.1%
875 IP INTERNATIONAL PAPER CO Consumer Cyclical 81,787.0 $3.1M 0.01% +22K +36.6% $38.10 +8.9%
876 TD TORONTO DOMINION BK ONT Financial Services 25,660.0 $3.1M 0.01% -2K -5.6% $121.43 -3.5%
877 LEN LENNAR CORP Consumer Cyclical 34,203.0 $3.1M 0.01% +3K +9.2% $90.95 -4.3%
878 PLXS PLEXUS CORP Technology 10,301.0 $3.1M 0.01% -698.0 -6.3% $300.66 -20.1%
879 SCCO SOUTHERN COPPER CORP Basic Materials 17,769.0 $3.1M 0.01% +2K +10.2% $174.25 +24.0%
880 CPRT COPART INC Industrials 109,003.0 $3.1M 0.01% +5K +4.3% $28.34 +19.3%
Page 44 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%