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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 7 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTWV VANGUARD SCOTTSDALE FDS 204,471.0 $40.0M 0.12% -7K -3.2% $195.44 +1.6%
122 EFG ISHARES TR 315,793.0 $39.3M 0.11% +100K +46.6% $124.42 +0.3%
123 DFNM DIMENSIONAL ETF TRUST 808,791.0 $39.1M 0.11% +21K +2.6% $48.34 -1.5%
124 MS MORGAN STANLEY Financial Services 186,589.0 $39.1M 0.11% +11K +6.0% $209.50 +3.2%
125 IBM INTERNATIONAL BUSINESS MACHS Technology 138,030.0 $38.9M 0.11% +19K +16.4% $281.89 -17.9%
126 RTX RTX CORPORATION Industrials 202,976.0 $38.7M 0.11% +10K +5.4% $190.79 +17.2%
127 LIN LINDE PLC Basic Materials 73,996.0 $38.5M 0.11% +1K +2.0% $520.11 -7.8%
128 AXP AMERICAN EXPRESS CO Financial Services 112,055.0 $38.0M 0.11% +5K +5.0% $338.93 -0.1%
129 GLD SPDR GOLD TR Financial Services 102,676.0 $37.8M 0.11% +13K +14.2% $368.38 +8.5%
130 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,638,668.0 $37.3M 0.11% +25K +1.6% $22.75 -1.3%
131 TMO THERMO FISHER SCIENTIFIC INC Healthcare 73,043.0 $36.8M 0.11% +3K +4.0% $503.93 +16.4%
132 MRVL MARVELL TECHNOLOGY INC Technology 123,395.0 $36.8M 0.11% -15K -10.8% $298.22 -27.9%
133 PAGP PLAINS GP HLDGS L P Energy 1,500,302.0 $36.4M 0.11% +1.2M +436.8% $24.27 +8.1%
134 TXN TEXAS INSTRS INC Technology 121,529.0 $36.3M 0.11% +3K +2.5% $298.78 -9.6%
135 DFAU DIMENSIONAL ETF TRUST 702,119.0 $36.3M 0.11% +22K +3.2% $51.69 +3.0%
136 AVDV AMERICAN CENTY ETF TR 350,754.0 $36.1M 0.10% +38K +12.1% $103.05 +6.6%
137 WFC WELLS FARGO & CO Financial Services 436,006.0 $36.1M 0.10% +12K +2.9% $82.88 +5.2%
138 VGT VANGUARD WORLD FD 302,309.0 $36.1M 0.10% +266K +738.1% $119.52 +0.1%
139 VEU VANGUARD INTL EQUITY INDEX F 428,053.0 $35.8M 0.10% +57K +15.3% $83.75 +0.9%
140 DHR DANAHER CORP DEL Healthcare 187,560.0 $35.8M 0.10% -2K -0.9% $190.81 +5.1%
Page 7 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 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%