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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 72 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SLGN SILGAN HLDGS INC Consumer Cyclical 25,548.0 $1.2M 0.00% -2K -6.2% $46.39 -8.6%
1422 PAAS PAN AMERN SILVER CORP Basic Materials 26,457.0 $1.2M 0.00% -26K -49.8% $44.79 +18.5%
1423 ESAB ESAB CORPORATION Industrials 11,997.0 $1.2M 0.00% +754.0 +6.7% $98.63 -17.5%
1424 ONB OLD NATL BANCORP IND Financial Services 45,657.0 $1.2M 0.00% -3K -6.4% $25.90 -0.3%
1425 PII POLARIS INC Consumer Cyclical 17,278.0 $1.2M 0.00% -10K -36.8% $68.44 -5.9%
1426 SMOG VANECK ETF TRUST 8,083.0 $1.2M 0.00% $146.10 -4.3%
1427 PB PROSPERITY BANCSHARES INC Financial Services 16,163.0 $1.2M 0.00% +5K +42.9% $73.05 -0.4%
1428 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 88,414.0 $1.2M 0.00% +58K +188.5% $13.28 -18.1%
1429 EHI WESTERN ASSET GBL HIGH INC F Financial Services 196,702.0 $1.2M 0.00% NEW $5.96 -3.0%
1430 KBH KB HOME Consumer Cyclical 18,640.0 $1.2M 0.00% +3K +21.7% $62.59 -11.5%
1431 FRT FEDERAL RLTY INVT TR NEW Real Estate 9,354.0 $1.2M 0.00% +789.0 +9.2% $124.33 -6.1%
1432 PSMT PRICESMART INC Consumer Defensive 5,940.0 $1.2M 0.00% +219.0 +3.8% $195.34 -11.5%
1433 MTCH MATCH GROUP INC NEW Communication Services 30,469.0 $1.2M 0.00% +3K +10.4% $38.05 +7.4%
1434 TFX TELEFLEX INCORPORATED Healthcare 9,132.0 $1.2M 0.00% +3K +51.0% $126.75 +9.5%
1435 OLP ONE LIBERTY PPTYS INC Real Estate 47,370.0 $1.2M 0.00% $24.42 -1.0%
1436 ARTY ISHARES TR 15,153.0 $1.2M 0.00% +9K +167.4% $76.17 -2.6%
1437 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 108,501.0 $1.2M 0.00% NEW $10.63 -1.6%
1438 U UNITY SOFTWARE INC Technology 40,202.0 $1.1M 0.00% +3K +8.2% $28.58 +64.2%
1439 MGC VANGUARD WORLD FD 4,198.0 $1.1M 0.00% $273.63 +2.4%
1440 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 46,962.0 $1.1M 0.00% -2K -4.4% $24.41 -5.3%
Page 72 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%