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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 62 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MGK VANGUARD WORLD FD 18,747.0 $1.6M 0.01% +16K +654.1% $87.91 +1.2%
1222 POOL POOL CORP Industrials 7,651.0 $1.6M 0.01% +2K +26.2% $214.90 -12.5%
1223 OC OWENS CORNING NEW Industrials 10,340.0 $1.6M 0.01% -1K -10.5% $158.96 -6.9%
1224 IEX IDEX CORP Industrials 7,241.0 $1.6M 0.01% +542.0 +8.1% $226.96 +3.3%
1225 GATX GATX CORP Industrials 9,274.0 $1.6M 0.01% -143.0 -1.5% $177.19 -0.1%
1226 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 62,204.0 $1.6M 0.01% -81K -56.7% $26.39 +33.1%
1227 NWSA NEWS CORP NEW Communication Services 65,857.0 $1.6M 0.01% +5K +8.0% $24.83 +22.4%
1228 FTDR FRONTDOOR INC Consumer Cyclical 21,043.0 $1.6M 0.01% +7K +46.1% $77.59 +6.4%
1229 AROC ARCHROCK INC Energy 40,070.0 $1.6M 0.01% -8K -17.5% $40.71 -21.9%
1230 NNN NNN REIT INC Real Estate 34,973.0 $1.6M 0.01% -605.0 -1.7% $46.53 -1.5%
1231 IYH ISHARES TR 24,268.0 $1.6M 0.01% +8K +51.6% $67.01 +10.3%
1232 VOOG VANGUARD ADMIRAL FDS INC 19,649.0 $1.6M 0.01% +17K +645.1% $82.62 +1.0%
1233 ITUB ITAU UNIBANCO HLDG S A Financial Services 197,193.0 $1.6M 0.01% +19K +10.4% $8.23 -9.1%
1234 R RYDER SYS INC Industrials 6,144.0 $1.6M 0.01% -424.0 -6.5% $263.77 -5.3%
1235 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 6,155.0 $1.6M 0.01% +1K +23.7% $263.25 +40.0%
1236 FELE FRANKLIN ELEC INC Industrials 15,100.0 $1.6M 0.01% +1K +8.0% $107.19 -2.9%
1237 TEAM ATLASSIAN CORPORATION Technology 20,798.0 $1.6M 0.01% -438.0 -2.1% $77.80 +120.8%
1238 APLE APPLE HOSPITALITY REIT INC Real Estate 96,129.0 $1.6M 0.01% +11K +12.4% $16.81 -0.8%
1239 VEEV VEEVA SYS INC Healthcare 9,086.0 $1.6M 0.01% -353.0 -3.7% $177.46 +39.7%
1240 OHI OMEGA HEALTHCARE INVS INC Real Estate 33,551.0 $1.6M 0.01% -8K -19.1% $47.68 -2.2%
Page 62 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%