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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 73 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 29,301.0 $1.1M 0.00% -3K -9.4% $38.96 +10.2%
1442 OGE OGE ENERGY CORP Utilities 23,435.0 $1.1M 0.00% +5K +29.1% $48.66 -6.2%
1443 MORN MORNINGSTAR INC Financial Services 7,275.0 $1.1M 0.00% -2K -19.8% $156.01 +38.4%
1444 SGOV ISHARES TR 11,263.0 $1.1M 0.00% -2K -13.8% $100.68 -0.0%
1445 KT KT CORP Communication Services 65,545.0 $1.1M 0.00% +20K +43.6% $17.28 +9.4%
1446 DALI FIRST TR EXCHANGE TRADED FD 37,979.0 $1.1M 0.00% -8K -18.1% $29.75 -1.1%
1447 RDVY FIRST TR EXCHANGE TRADED FD 13,930.0 $1.1M 0.00% -33K -70.6% $81.06 +1.1%
1448 CRWV COREWEAVE INC Technology 11,336.0 $1.1M 0.00% +3K +32.7% $99.54 -11.7%
1449 DNUT KRISPY KREME INC Consumer Defensive 319,007.0 $1.1M 0.00% $3.53 +1.7%
1450 TILE INTERFACE INC Consumer Cyclical 31,372.0 $1.1M 0.00% -494.0 -1.6% $35.84 +8.6%
1451 MXL MAXLINEAR INC Technology 8,776.0 $1.1M 0.00% NEW $128.03 -48.0%
1452 RVTY REVVITY INC Healthcare 10,074.0 $1.1M 0.00% +863.0 +9.4% $111.26 +12.1%
1453 FLDB FIDELITY MERRIMACK STR TR 22,213.0 $1.1M 0.00% $50.24 +0.3%
1454 TTD THE TRADE DESK INC Technology 60,862.0 $1.1M 0.00% +10K +20.7% $18.28 -27.9%
1455 ENVA ENOVA INTL INC Financial Services 4,618.0 $1.1M 0.00% +2K +52.5% $240.71 +0.9%
1456 MILLROSE PPTYS INC 36,916.0 $1.1M 0.00% +4K +12.7% $30.09
1457 AA ALCOA CORP Basic Materials 21,267.0 $1.1M 0.00% -264.0 -1.2% $52.14 -0.6%
1458 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 21,906.0 $1.1M 0.00% +3K +14.2% $50.53 -3.0%
1459 ALGN ALIGN TECHNOLOGY INC Healthcare 6,544.0 $1.1M 0.00% +603.0 +10.2% $168.66 -3.6%
1460 ROKU ROKU INC Communication Services 7,988.0 $1.1M 0.00% +424.0 +5.6% $138.14 +14.0%
Page 73 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%