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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 58 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PCG PG&E CORP Utilities 110,607.0 $1.9M 0.01% +11K +10.9% $16.94 +3.9%
1142 POWI POWER INTEGRATIONS INC Technology 22,326.0 $1.9M 0.01% +3K +16.1% $83.76 -34.1%
1143 PNQI INVESCO EXCHANGE TRADED FD T 40,925.0 $1.9M 0.01% -849.0 -2.0% $45.58 +13.8%
1144 UGI UGI CORP NEW Utilities 53,901.0 $1.9M 0.01% +597.0 +1.1% $34.59 +8.7%
1145 VIKING HOLDINGS LTD 17,784.0 $1.9M 0.01% -4K -18.1% $104.67
1146 HSIC SCHEIN HENRY INC Healthcare 22,251.0 $1.9M 0.01% -353.0 -1.6% $83.52 +6.0%
1147 GENI GENIUS SPORTS LIMITED Communication Services 306,564.0 $1.9M 0.01% -18K -5.5% $6.06 +33.0%
1148 MPLX MPLX LP Energy 32,940.0 $1.9M 0.01% -4K -10.3% $56.33 +3.7%
1149 EXP EAGLE MATLS INC Basic Materials 7,844.0 $1.9M 0.01% +2K +43.7% $236.09 -12.3%
1150 XBI SPDR SERIES TRUST 11,683.0 $1.8M 0.01% +3K +41.7% $158.25 +4.7%
1151 ZS ZSCALER INC Technology 13,092.0 $1.8M 0.01% +1K +12.4% $141.21 +28.7%
1152 HWC HANCOCK WHITNEY CORPORATION Financial Services 24,708.0 $1.8M 0.01% -618.0 -2.4% $74.72 +0.9%
1153 BRX BRIXMOR PPTY GROUP INC Real Estate 58,252.0 $1.8M 0.01% +5K +8.5% $31.53 -7.0%
1154 CDW CDW CORP Technology 13,046.0 $1.8M 0.01% +852.0 +7.0% $140.63 -2.4%
1155 BUNGE GLOBAL SA 17,090.0 $1.8M 0.01% +2K +10.4% $106.81
1156 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 9,421.0 $1.8M 0.01% +284.0 +3.1% $193.22 +5.8%
1157 CVE CENOVUS ENERGY INC Energy 73,335.0 $1.8M 0.01% -2K -2.5% $24.81 +32.7%
1158 BEACON FINANCIAL CORP. 59,745.0 $1.8M 0.01% -2K -3.0% $30.45
1159 COOPER COS INC 25,270.0 $1.8M 0.01% +8K +43.8% $71.71
1160 AR ANTERO RESOURCES CORP Energy 51,463.0 $1.8M 0.01% +500.0 +1.0% $35.14 +8.0%
Page 58 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%