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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 69 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 SCHM SCHWAB STRATEGIC TR 35,804.0 $1.3M 0.00% $36.87 -1.9%
1362 ACM AECOM Industrials 18,894.0 $1.3M 0.00% -3K -12.1% $69.80 -7.2%
1363 AOS SMITH A O CORP Industrials 21,025.0 $1.3M 0.00% +6K +43.3% $62.72 +0.6%
1364 DFAC DIMENSIONAL ETF TRUST 29,724.0 $1.3M 0.00% +9K +40.4% $44.36 +2.8%
1365 BKH BLACK HILLS CORP Utilities 17,691.0 $1.3M 0.00% -1K -7.1% $74.40 -3.6%
1366 ORA ORMAT TECHNOLOGIES INC Utilities 12,009.0 $1.3M 0.00% -203.0 -1.7% $108.91 -0.5%
1367 RVMD REVOLUTION MEDICINES INC Healthcare 6,947.0 $1.3M 0.00% +1K +22.5% $187.27 +11.8%
1368 OSIS OSI SYSTEMS INC Technology 5,944.0 $1.3M 0.00% +46.0 +0.8% $218.69 -5.5%
1369 PJUN INNOVATOR ETFS TRUST 30,057.0 $1.3M 0.00% NEW $43.23 +1.6%
1370 JEPQ J P MORGAN EXCHANGE TRADED F 21,053.0 $1.3M 0.00% +6K +43.6% $61.45 -2.6%
1371 SUI SUN CMNTYS INC Real Estate 10,774.0 $1.3M 0.00% -112.0 -1.0% $120.03 +1.4%
1372 ALK ALASKA AIR GROUP INC Industrials 24,697.0 $1.3M 0.00% +4K +21.3% $52.20 -22.6%
1373 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 115,600.0 $1.3M 0.00% +5K +4.5% $11.15 -8.3%
1374 QVAL EA SERIES TRUST 23,223.0 $1.3M 0.00% +8K +48.8% $55.45 +12.4%
1375 CATY CATHAY GEN BANCORP Financial Services 20,663.0 $1.3M 0.00% $61.99 +0.5%
1376 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 17,546.0 $1.3M 0.00% -1K -5.9% $72.99 +7.9%
1377 ULS UL SOLUTIONS INC Industrials 12,528.0 $1.3M 0.00% +640.0 +5.4% $101.86 -26.3%
1378 TTEK TETRA TECH INC NEW Industrials 44,075.0 $1.3M 0.00% -30K -40.7% $28.89 +28.1%
1379 ASB ASSOCIATED BANC-CORP Financial Services 41,370.0 $1.3M 0.00% +2K +4.9% $30.77 +0.2%
1380 PFS PROVIDENT FINL SVCS INC Financial Services 53,798.0 $1.3M 0.00% -4K -7.7% $23.64 +0.3%
Page 69 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%