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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 48 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 UDR UDR INC Real Estate 68,200.0 $2.7M 0.01% +51K +289.9% $39.99 -5.6%
942 HDB HDFC BANK LTD Financial Services 104,589.0 $2.7M 0.01% -29K -21.9% $26.07 -9.5%
943 HXL HEXCEL CORP NEW Industrials 25,852.0 $2.7M 0.01% -9K -25.6% $105.30 -10.9%
944 EFX EQUIFAX INC Industrials 17,142.0 $2.7M 0.01% -1K -7.0% $158.71 +21.4%
945 TPG TPG INC Financial Services 67,041.0 $2.7M 0.01% +53K +385.0% $40.55 +29.2%
946 HLI HOULIHAN LOKEY INC Financial Services 20,204.0 $2.7M 0.01% -205.0 -1.0% $134.13 -3.8%
947 MSM MSC INDL DIRECT INC Industrials 22,770.0 $2.7M 0.01% +1K +4.9% $118.95 +0.7%
948 CPB THE CAMPBELLS COMPANY Consumer Defensive 120,704.0 $2.7M 0.01% +82K +209.9% $22.41 +6.9%
949 PSTG EVERPURE INC 34,343.0 $2.7M 0.01% -4K -9.6% $78.74
950 ESLT ELBIT SYS LTD Industrials 3,558.0 $2.7M 0.01% -215.0 -5.7% $758.69 -2.3%
951 IONS IONIS PHARMACEUTICALS INC Healthcare 34,004.0 $2.7M 0.01% +1K +3.6% $79.29 -24.7%
952 SCI SERVICE CORP INTL Consumer Cyclical 35,461.0 $2.7M 0.01% -11K -24.2% $75.96 +9.6%
953 NVR NVR INC Consumer Cyclical 395.0 $2.7M 0.01% +10.0 +2.6% $6813.40 -6.7%
954 KLIC KULICKE & SOFFA INDS INC Technology 20,095.0 $2.7M 0.01% +5K +34.6% $133.82 -35.9%
955 SWX SOUTHWEST GAS HLDGS INC Utilities 30,174.0 $2.7M 0.01% -2K -7.3% $88.68 +0.2%
956 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 94,687.0 $2.7M 0.01% +4K +3.9% $28.24 -5.5%
957 COKE COCA COLA CONS INC Consumer Defensive 13,999.0 $2.7M 0.01% +2K +13.9% $190.92 -1.0%
958 ACA ARCOSA INC Industrials 18,376.0 $2.7M 0.01% -880.0 -4.6% $145.29 -0.3%
959 RGLD ROYAL GOLD INC Basic Materials 13,359.0 $2.7M 0.01% +2K +22.1% $199.60 +29.8%
960 HEQ JOHN HANCOCK DIVERSIFIED INC Financial Services 232,244.0 $2.7M 0.01% -290K -55.5% $11.48 +3.0%
Page 48 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%