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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 57 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 EZU ISHARES INC 27,779.0 $1.9M 0.01% NEW $69.50 +2.9%
1122 TY TRI CONTL CORP Financial Services 55,935.0 $1.9M 0.01% +17K +44.7% $34.42 +3.4%
1123 PK PARK HOTELS & RESORTS INC Real Estate 135,013.0 $1.9M 0.01% -37K -21.5% $14.26 +10.7%
1124 ARCB ARCBEST CORP Industrials 13,406.0 $1.9M 0.01% -4K -24.9% $143.55 -2.2%
1125 ABM ABM INDS INC Industrials 43,209.0 $1.9M 0.01% -1K -2.6% $44.46 +5.3%
1126 SIGI SELECTIVE INS GROUP INC Financial Services 19,758.0 $1.9M 0.01% +446.0 +2.3% $97.01 -5.7%
1127 DOC HEALTHPEAK PROPERTIES INC Real Estate 88,990.0 $1.9M 0.01% -2K -1.9% $21.52 -0.5%
1128 VSNT VERSANT MEDIA GROUP INC Industrials 53,166.0 $1.9M 0.01% -23K -30.0% $36.01 +7.6%
1129 J JACOBS SOLUTIONS INC Industrials 15,193.0 $1.9M 0.01% +2K +18.8% $126.01 +19.1%
1130 HST HOST HOTELS & RESORTS INC Real Estate 80,555.0 $1.9M 0.01% +19K +30.0% $23.76 -2.3%
1131 SGOL ETFS GOLD TR Financial Services 50,037.0 $1.9M 0.01% +3K +6.8% $38.23 +15.0%
1132 ENS ENERSYS Industrials 8,174.0 $1.9M 0.01% +190.0 +2.4% $233.87 -18.9%
1133 SCHP SCHWAB STRATEGIC TR 71,931.0 $1.9M 0.01% NEW $26.50 -2.0%
1134 TKO TKO GROUP HOLDINGS INC Communication Services 9,468.0 $1.9M 0.01% -58.0 -0.6% $201.29 -4.1%
1135 DAR DARLING INGREDIENTS INC Consumer Defensive 34,632.0 $1.9M 0.01% -2K -5.3% $54.62 +20.4%
1136 ALLY ALLY FINL INC Financial Services 40,945.0 $1.9M 0.01% +905.0 +2.3% $45.95 -6.6%
1137 SOMNIGROUP INTERNATIONAL INC 23,968.0 $1.9M 0.01% +625.0 +2.7% $78.40
1138 RLY SSGA ACTIVE ETF TR 54,417.0 $1.9M 0.01% +12K +28.3% $34.51 +9.6%
1139 ULTA ULTA BEAUTY INC Consumer Cyclical 4,163.0 $1.9M 0.01% +206.0 +5.2% $450.99 +15.6%
1140 DBC INVESCO DB COMMDY INDX TRCK Financial Services 70,377.0 $1.9M 0.01% +3K +4.8% $26.66 +17.3%
Page 57 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%