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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 58 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PPLT ABRDN PLATINUM ETF TRUST Financial Services 9,063.0 $1.6M 0.01% -2K -19.2% $178.23 -90.0%
1142 VOYG VOYAGER TECHNOLOGIES INC Industrials 69,042.0 $1.6M 0.01% +25K +56.5% $23.39 +70.7%
1143 HUBS HUBSPOT INC Technology 6,613.0 $1.6M 0.01% +4K +133.3% $244.11 -18.7%
1144 HWC HANCOCK WHITNEY CORPORATION Financial Services 25,326.0 $1.6M 0.01% -3K -10.7% $63.59 +4.8%
1145 EQNR EQUINOR ASA Energy 38,113.0 $1.6M 0.01% $42.20 -8.4%
1146 GATX GATX CORP Industrials 9,417.0 $1.6M 0.01% +1K +15.6% $170.75 +1.3%
1147 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,995.0 $1.6M 0.01% +48.0 +1.0% $321.44 +9.6%
1148 GRUPO CIBEST SA 21,796.0 $1.6M 0.01% +8K +60.4% $73.28
1149 MAS MASCO CORP Industrials 26,450.0 $1.6M 0.01% -2K -5.8% $60.37 +11.2%
1150 VIKING HOLDINGS LTD 21,703.0 $1.6M 0.01% +2K +7.6% $73.48
1151 PCVX VAXCYTE INC Healthcare 27,166.0 $1.6M 0.01% +3K +12.1% $58.11 -18.4%
1152 ESS ESSEX PPTY TR INC Real Estate 6,490.0 $1.6M 0.01% +308.0 +5.0% $242.46 +12.9%
1153 FIBK FIRST INTST BANCSYSTEM INC Financial Services 47,059.0 $1.6M 0.01% -3K -6.1% $33.40 +5.4%
1154 ALLY ALLY FINL INC Financial Services 40,040.0 $1.6M 0.01% -21K -34.0% $39.23 +9.0%
1155 PENN PENN ENTERTAINMENT INC Consumer Cyclical 104,400.0 $1.6M 0.01% -15K -12.4% $15.03 +11.1%
1156 CMC COMMERCIAL METALS CO Basic Materials 25,529.0 $1.6M 0.01% -630.0 -2.4% $61.43 +15.1%
1157 OSIS OSI SYSTEMS INC Technology 5,898.0 $1.6M 0.01% +3K +145.6% $265.49 -21.7%
1158 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 11,857.0 $1.6M 0.01% -70.0 -0.6% $131.74 +18.0%
1159 FMC FMC CORP Basic Materials 90,684.0 $1.6M 0.01% -33K -26.5% $17.22 -24.4%
1160 WAFD WAFD INC Financial Services 49,722.0 $1.6M 0.01% -3K -4.9% $31.40 +12.9%
Page 58 of 112  ·  2,222 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
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%