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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 64 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HIW HIGHWOODS PPTYS INC Real Estate 51,932.0 $1.6M 0.01% -7K -12.4% $30.16 +4.1%
1262 WCC WESCO INTL INC Industrials 4,533.0 $1.6M 0.01% +197.0 +4.5% $345.42 +1.1%
1263 CNH INDL N V 139,001.0 $1.6M 0.01% -11K -7.3% $11.23
1264 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 9,004.0 $1.6M 0.01% +454.0 +5.3% $173.12 -7.6%
1265 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 16,528.0 $1.6M 0.01% NEW $94.20 -53.8%
1266 AMBA AMBARELLA INC Technology 18,119.0 $1.6M 0.01% -170.0 -0.9% $85.80 -14.1%
1267 GTES GATES INDL CORP PLC Industrials 55,534.0 $1.6M 0.01% -8K -13.2% $27.97 -7.4%
1268 LCII LCI INDS Consumer Cyclical 14,670.0 $1.6M 0.01% +2K +17.8% $105.88 -3.7%
1269 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 34,027.0 $1.5M 0.01% +5K +15.6% $45.52 +31.0%
1270 CNI CANADIAN NATL RY CO Industrials 12,975.0 $1.5M 0.01% +540.0 +4.3% $119.24 +8.9%
1271 SLG SL GREEN RLTY CORP Real Estate 29,633.0 $1.5M 0.00% +2K +8.9% $51.95 +10.6%
1272 CCK CROWN HLDGS INC Consumer Cyclical 13,733.0 $1.5M 0.00% $111.82 +6.8%
1273 IBB ISHARES TR 8,071.0 $1.5M 0.00% +2K +29.4% $190.18 +12.3%
1274 NEU NEWMARKET CORP Basic Materials 1,938.0 $1.5M 0.00% +629.0 +48.0% $791.36 +18.4%
1275 GNR SPDR INDEX SHS FDS 22,780.0 $1.5M 0.00% $67.31 +17.8%
1276 VFMV VANGUARD WELLINGTON FD 10,984.0 $1.5M 0.00% -177.0 -1.6% $139.36 +4.6%
1277 BXP BXP INC Real Estate 22,965.0 $1.5M 0.00% +118.0 +0.5% $66.62 +1.6%
1278 FLS FLOWSERVE CORP Industrials 20,618.0 $1.5M 0.00% +450.0 +2.2% $74.20 +7.0%
1279 LVS LAS VEGAS SANDS CORP Consumer Cyclical 33,086.0 $1.5M 0.00% -2K -4.6% $46.19 +1.8%
1280 HRL HORMEL FOODS CORP Consumer Defensive 61,527.0 $1.5M 0.00% +11K +22.1% $24.82 -3.7%
Page 64 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%