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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 52 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NEBIUS GROUP N.V. 8,476.0 $2.3M 0.01% +4K +71.9% $276.62
1022 LEIDOS HOLDINGS INC 22,760.0 $2.3M 0.01% +2K +11.2% $102.97
1023 SKM SK TELECOM CO LTD Communication Services 72,841.0 $2.3M 0.01% +11K +17.0% $32.15 +25.3%
1024 VYX NCR VOYIX CORPORATION Technology 286,418.0 $2.3M 0.01% +83K +40.7% $8.17 -3.2%
1025 CNA CNA FINL CORP Financial Services 48,132.0 $2.3M 0.01% +21K +74.7% $48.61 +0.8%
1026 QRVO QORVO INC Technology 25,069.0 $2.3M 0.01% -4K -13.4% $93.27 +2.5%
1027 CFR CULLEN FROST BANKERS INC Financial Services 15,116.0 $2.3M 0.01% -2K -9.8% $154.52 +6.3%
1028 AIZ ASSURANT INC Financial Services 8,644.0 $2.3M 0.01% $269.98 +5.2%
1029 MOV MOVADO GROUP INC Consumer Cyclical 59,248.0 $2.3M 0.01% NEW $39.31 -11.4%
1030 FSV FIRSTSERVICE CORP NEW Real Estate 16,370.0 $2.3M 0.01% -1K -5.8% $142.12 +1.7%
1031 GLPI GAMING & LEISURE P Real Estate 52,032.0 $2.3M 0.01% +9K +22.0% $44.53 -2.2%
1032 TEX TEREX CORP NEW Industrials 31,997.0 $2.3M 0.01% +1K +3.3% $72.39 -8.2%
1033 BMO BANK MONTREAL MEDIUM Financial Services 13,066.0 $2.3M 0.01% +138.0 +1.1% $176.70 -1.3%
1034 MAS MASCO CORP Industrials 28,368.0 $2.3M 0.01% +2K +7.2% $81.37 -9.9%
1035 EIX EDISON INTL Utilities 30,824.0 $2.3M 0.01% -4K -10.5% $74.45 -3.8%
1036 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 859,110.0 $2.3M 0.01% $2.67 +18.4%
1037 FEDEX FGHT HLDG CO INC 15,080.0 $2.3M 0.01% NEW $151.81
1038 EVRG EVERGY INC Utilities 26,291.0 $2.3M 0.01% +5K +21.3% $86.43 -6.4%
1039 NXST NEXSTAR MEDIA GROUP INC Communication Services 12,718.0 $2.3M 0.01% -5K -28.9% $178.60 +4.2%
1040 FSBC FIVE STAR BANCORP Financial Services 46,602.0 $2.3M 0.01% NEW $48.69 -7.3%
Page 52 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%