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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 54 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ALB ALBEMARLE CORP Basic Materials 16,225.0 $2.2M 0.01% +1K +10.0% $135.50 +5.7%
1062 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 13,005.0 $2.2M 0.01% +1K +9.7% $168.54 -9.5%
1063 CHKP CHECK POINT SOFTWARE TECH LT Technology 16,651.0 $2.2M 0.01% +7K +66.3% $131.43 -0.7%
1064 MC MOELIS & CO Financial Services 33,435.0 $2.2M 0.01% -627.0 -1.8% $65.42 +4.4%
1065 CCI CROWN CASTLE INC Real Estate 28,629.0 $2.2M 0.01% +1K +5.1% $76.39 -1.2%
1066 ATOM ATOMERA INC Technology 250,905.0 $2.2M 0.01% $8.71 -45.1%
1067 EXR EXTRA SPACE STORAGE INC Real Estate 14,992.0 $2.2M 0.01% +268.0 +1.8% $145.71 +0.8%
1068 CDP COPT DEFENSE PROPERTIES Real Estate 57,447.0 $2.2M 0.01% -9K -13.6% $37.99 -1.9%
1069 MIR MIRION TECHNOLOGIES INC Industrials 121,677.0 $2.2M 0.01% -10K -7.9% $17.93 -17.3%
1070 TRNO TERRENO RLTY CORP Real Estate 33,440.0 $2.2M 0.01% -1K -3.0% $64.87 +5.1%
1071 AVEM AMERICAN CENTY ETF TR 22,461.0 $2.2M 0.01% $96.49 -2.3%
1072 SMTC SEMTECH CORP Technology 13,378.0 $2.2M 0.01% +3K +25.3% $161.85 -23.3%
1073 BMI BADGER METER INC Technology 14,585.0 $2.2M 0.01% +4K +44.6% $148.38 -11.2%
1074 PPL PPL CORP Utilities 59,078.0 $2.2M 0.01% -10K -14.7% $36.62 -6.1%
1075 OGS ONE GAS INC Utilities 28,042.0 $2.2M 0.01% -3K -9.9% $77.07 +2.3%
1076 HL HECLA MINING COMPANY Basic Materials 139,212.0 $2.1M 0.01% -12K -7.8% $15.43 +34.3%
1077 CF CF INDUSTRIES HOLD Basic Materials 19,823.0 $2.1M 0.01% +2K +8.9% $108.26 +19.8%
1078 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 203,238.0 $2.1M 0.01% -43K -17.3% $10.54 -2.3%
1079 SUB ISHARES TR 20,092.0 $2.1M 0.01% +876.0 +4.6% $106.47 -0.2%
1080 WAFD WAFD INC Financial Services 55,017.0 $2.1M 0.01% +5K +10.7% $38.37 -5.2%
Page 54 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%