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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 49 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AGNC AGNC INVT CORP Real Estate 241,366.0 $2.7M 0.01% -2K -0.8% $10.99 -0.9%
962 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 151,933.0 $2.6M 0.01% +3K +1.7% $17.35 -2.2%
963 OII OCEANEERING INTL INC Energy 65,026.0 $2.6M 0.01% -3K -4.8% $40.52 +30.8%
964 AVY AVERY DENNISON CORP Industrials 16,199.0 $2.6M 0.01% -770.0 -4.5% $162.35 +13.2%
965 IVZ INVESCO LTD Financial Services 99,318.0 $2.6M 0.01% -11K -10.2% $26.39 +21.3%
966 RWR SPDR SERIES TRUST 23,177.0 $2.6M 0.01% $112.97 +1.3%
967 ORI OLD REP INTL CORP Financial Services 63,796.0 $2.6M 0.01% +5K +7.9% $40.92 +1.6%
968 ABCB AMERIS BANCORP Financial Services 28,816.0 $2.6M 0.01% -931.0 -3.1% $90.32 -4.6%
969 VIAV VIAVI SOLUTIONS INC Technology 54,489.0 $2.6M 0.01% -18K -24.8% $47.75 -18.5%
970 EQX EQUINOX GOLD CORP Basic Materials 266,495.0 $2.6M 0.01% +41K +18.4% $9.72 +39.2%
971 GGG GRACO INC Industrials 34,241.0 $2.6M 0.01% -6K -15.6% $75.61 +6.7%
972 DG DOLLAR GEN CORP Consumer Defensive 22,367.0 $2.6M 0.01% -1K -5.2% $115.49 +6.9%
973 SPYD SPDR SERIES TRUST 54,110.0 $2.6M 0.01% $47.71 +5.7%
974 EHC ENCOMPASS HEALTH CORP Healthcare 24,800.0 $2.6M 0.01% -5K -16.2% $104.00 +15.7%
975 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 243,882.0 $2.6M 0.01% -5K -2.0% $10.57 +13.1%
976 VMI VALMONT INDS INC Industrials 4,439.0 $2.6M 0.01% $577.86 -15.9%
977 ADC AGREE RLTY CORP Real Estate 33,831.0 $2.6M 0.01% -3K -7.2% $75.74 -2.5%
978 GNRC GENERAC HLDGS INC Industrials 8,736.0 $2.6M 0.01% -1K -12.8% $292.81 -29.7%
979 AVA AVISTA CORP Utilities 62,501.0 $2.6M 0.01% +15K +32.0% $40.91 -8.2%
980 INSM INSMED INC Healthcare 23,914.0 $2.5M 0.01% -3K -12.2% $106.62 +18.0%
Page 49 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%