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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 59 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ALLE ALLEGION PLC Industrials 12,868.0 $1.8M 0.01% +697.0 +5.7% $140.48 +15.5%
1162 EIS ISHARES INC 14,889.0 $1.8M 0.01% +13K +739.8% $120.71 +1.6%
1163 EWY ISHARES INC 8,895.0 $1.8M 0.01% +2K +37.1% $201.90 -11.7%
1164 CDE COEUR MNG INC Basic Materials 109,933.0 $1.8M 0.01% -84K -43.2% $16.32 +28.5%
1165 JKHY HENRY JACK & ASSOC INC Technology 13,025.0 $1.8M 0.01% -3K -19.4% $137.73 +20.7%
1166 ENPH ENPHASE ENERGY INC Energy 36,368.0 $1.8M 0.01% +2K +4.5% $49.25 -21.6%
1167 CR CRANE COMPANY Industrials 7,989.0 $1.8M 0.01% +369.0 +4.8% $223.07 -6.6%
1168 BLD TOPBUILD COR Industrials 5,023.0 $1.8M 0.01% -1K -20.6% $354.53 -0.0%
1169 ITA ISHARES TR 7,340.0 $1.8M 0.01% +334.0 +4.8% $242.42 -2.1%
1170 FSS FEDERAL SIGNAL CORP Industrials 13,836.0 $1.8M 0.01% -1K -8.0% $128.49 -4.7%
1171 PENG PENGUIN SOLUTIONS INC Technology 23,307.0 $1.8M 0.01% -136.0 -0.6% $76.01 -30.8%
1172 MSA MSA SAFETY INC Industrials 10,130.0 $1.8M 0.01% +86.0 +0.9% $174.59 +8.5%
1173 LAMR LAMAR ADVERTISING CO Real Estate 11,326.0 $1.8M 0.01% +509.0 +4.7% $155.97 -3.3%
1174 CBSH COMMERCE BANCSHARES INC Financial Services 30,571.0 $1.8M 0.01% +2K +7.0% $57.75 +1.1%
1175 IGM ISHARES TR 10,782.0 $1.8M 0.01% $163.58 -2.9%
1176 RYANAIR HOLDINGS PLC 27,223.0 $1.8M 0.01% -2K -6.3% $64.75
1177 BDC BELDEN INC Technology 14,678.0 $1.8M 0.01% -584.0 -3.8% $119.91 +2.1%
1178 FOXA FOX CORP Communication Services 33,742.0 $1.8M 0.01% -25K -42.5% $52.16 +31.4%
1179 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 20,857.0 $1.8M 0.01% -427.0 -2.0% $84.21 -11.4%
1180 KMX CARMAX INC Consumer Cyclical 33,146.0 $1.8M 0.01% -4K -10.9% $52.89 +17.5%
Page 59 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%