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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 55 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TECH BIO-TECHNE CORP Healthcare 29,812.0 $2.1M 0.01% -10K -25.9% $70.65 +2.4%
1082 HRB BLOCK H & R INC Consumer Cyclical 55,109.0 $2.1M 0.01% +3K +6.5% $38.20 +40.5%
1083 ESS ESSEX PPTY TR INC Real Estate 7,194.0 $2.1M 0.01% +704.0 +10.8% $292.57 -1.2%
1084 TYL TYLER TECHNOLOGIES INC Technology 7,191.0 $2.1M 0.01% -4K -36.1% $292.64 +19.8%
1085 VICI VICI PPTYS INC Real Estate 78,924.0 $2.1M 0.01% +2K +2.6% $26.58 -0.3%
1086 RALLIANT CORP 28,430.0 $2.1M 0.01% +1K +4.7% $73.63
1087 ESGD ISHARES TR 20,297.0 $2.1M 0.01% +11K +112.9% $102.81 +4.4%
1088 SON SONOCO PRODS CO Consumer Cyclical 37,027.0 $2.1M 0.01% +15K +67.4% $56.35 +5.6%
1089 NDSN NORDSON CORP Industrials 6,906.0 $2.1M 0.01% +322.0 +4.9% $301.79 +10.1%
1090 ALGM ALLEGRO MICROSYSTEMS INC Technology 29,838.0 $2.1M 0.01% +5K +22.5% $69.62 -46.6%
1091 PR PERMIAN RESOURCES CORP Energy 112,565.0 $2.1M 0.01% +13K +13.3% $18.41 +29.0%
1092 FIRST HAWAIIAN INC 70,503.0 $2.1M 0.01% -21K -22.9% $29.30
1093 CHT CHUNGHWA TELECOM CO LTD Communication Services 46,586.0 $2.1M 0.01% -446.0 -0.9% $44.26 -2.0%
1094 GWX SPDR INDEX SHS FDS 47,111.0 $2.1M 0.01% NEW $43.76 +5.6%
1095 WTRG ESSENTIAL UTILS INC Utilities 53,801.0 $2.1M 0.01% +17K +44.7% $38.31 +4.9%
1096 CAG CONAGRA BRANDS INC Consumer Defensive 152,774.0 $2.1M 0.01% +44K +40.2% $13.47 +22.1%
1097 ACLS AXCELIS TECHNOLOGIES INC Technology 10,859.0 $2.1M 0.01% -991.0 -8.4% $189.45 -32.9%
1098 ISHARES TR 89,775.0 $2.1M 0.01% NEW $22.89
1099 GII SPDR INDEX SHS FDS 27,091.0 $2.1M 0.01% -164.0 -0.6% $75.71 -1.6%
1100 AMKR AMKOR TECHNOLOGY INC Technology 23,781.0 $2.1M 0.01% -6K -20.6% $86.23 -41.7%
Page 55 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%