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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 46 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 11,366.0 $3.0M 0.01% +1K +11.5% $262.36 +30.3%
902 RDNT RADNET INC Healthcare 48,254.0 $3.0M 0.01% -7K -13.0% $61.67 +24.6%
903 ENTG ENTEGRIS INC Technology 16,409.0 $3.0M 0.01% +875.0 +5.6% $179.87 -20.1%
904 MOOG INC 6,942.0 $2.9M 0.01% +946.0 +15.8% $423.83
905 EWBC EAST WEST BANCORP INC Financial Services 22,786.0 $2.9M 0.01% +173.0 +0.8% $129.09 +0.7%
906 KEX KIRBY CORP Industrials 21,625.0 $2.9M 0.01% -2K -6.9% $135.97 +2.9%
907 KGC KINROSS GOLD CORP Basic Materials 123,938.0 $2.9M 0.01% -25K -16.6% $23.62 +38.7%
908 RMD RESMED INC Healthcare 14,797.0 $2.9M 0.01% -177.0 -1.2% $196.95 +17.6%
909 WTS WATTS WATER TECHNOLOGIES INC Industrials 7,441.0 $2.9M 0.01% -45.0 -0.6% $391.42 -4.0%
910 AEM AGNICO EAGLE MINES LTD Basic Materials 18,571.0 $2.9M 0.01% -6K -24.1% $155.13 +39.3%
911 BINC BLACKROCK ETF TRUST II 54,935.0 $2.9M 0.01% +18K +47.2% $52.34 -0.6%
912 AER AERCAP HOLDINGS NV Industrials 19,695.0 $2.9M 0.01% -5K -19.3% $145.78 +0.4%
913 ARGX ARGENX SE Healthcare 3,094.0 $2.9M 0.01% +322.0 +11.6% $927.54 +12.1%
914 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 32,187.0 $2.9M 0.01% +1K +4.3% $88.78 -36.7%
915 INGERSOLL RAND INC 34,453.0 $2.8M 0.01% -1K -3.9% $82.63
916 POWL POWELL INDS INC Industrials 9,935.0 $2.8M 0.01% +7K +196.7% $286.36 -31.0%
917 PSA PUBLIC STORAGE Real Estate 8,934.0 $2.8M 0.01% +583.0 +7.0% $318.30 +1.3%
918 MIRM MIRUM PHARMACEUTICALS INC Healthcare 24,270.0 $2.8M 0.01% -1K -5.1% $117.07 -17.7%
919 IAT ISHARES TR 45,620.0 $2.8M 0.01% $62.21 +0.3%
920 PPG PPG INDS INC Basic Materials 23,254.0 $2.8M 0.01% +4K +23.0% $121.60 -6.6%
Page 46 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%