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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 68 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 HRL HORMEL FOODS CORP Consumer Defensive 50,390.0 $1.1M 0.01% -7K -11.7% $22.65 -6.9%
1342 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 8,550.0 $1.1M 0.01% -796.0 -8.5% $133.46 +15.5%
1343 VOE VANGUARD INDEX FDS 6,179.0 $1.1M 0.01% -5K -43.2% $184.29 +4.5%
1344 RDDT REDDIT INC Communication Services 8,450.0 $1.1M 0.01% -3K -28.5% $134.65 +9.0%
1345 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 12,125.0 $1.1M 0.01% -719.0 -5.6% $93.48 -5.5%
1346 RALLIANT CORP 27,146.0 $1.1M 0.00% -3K -9.9% $41.59
1347 AGO ASSURED GUARANTY LTD Financial Services 13,833.0 $1.1M 0.00% $81.48 -3.4%
1348 SMOG VANECK ETF TRUST 8,118.0 $1.1M 0.00% $138.76 +9.6%
1349 JXN JACKSON FINANCIAL INC Financial Services 10,634.0 $1.1M 0.00% -530.0 -4.8% $105.72 +2.3%
1350 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 13,264.0 $1.1M 0.00% -156.0 -1.2% $84.64 -7.2%
1351 NWS NEWS CORP NEW Communication Services 39,265.0 $1.1M 0.00% +4K +12.7% $28.52 +5.5%
1352 FLDB FIDELITY MERRIMACK STR TR 22,213.0 $1.1M 0.00% $50.32 +0.1%
1353 SCHM SCHWAB STRATEGIC TR 35,804.0 $1.1M 0.00% $30.96 +11.6%
1354 BKSY BLACKSKY TECHNOLOGY INC Technology 43,915.0 $1.1M 0.00% $25.16 +77.5%
1355 POST POST HLDGS INC Consumer Defensive 11,166.0 $1.1M 0.00% -343.0 -3.0% $98.86 -1.4%
1356 CNM CORE & MAIN INC Industrials 22,343.0 $1.1M 0.00% -4K -15.3% $49.40 -4.5%
1357 ACLS AXCELIS TECHNOLOGIES INC Technology 11,850.0 $1.1M 0.00% +4K +42.6% $93.08 +63.8%
1358 FBND FIDELITY MERRIMACK STR TR 24,109.0 $1.1M 0.00% $45.62 -0.6%
1359 DOX AMDOCS LTD Technology 16,750.0 $1.1M 0.00% +5K +42.6% $65.35 -4.6%
1360 INFY INFOSYS LTD Technology 80,462.0 $1.1M 0.00% -24K -23.3% $13.51 -6.4%
Page 68 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%