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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 75 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 BIDU BAIDU INC Communication Services 9,190.0 $1.1M 0.00% +1K +15.4% $114.29 -18.4%
1482 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 34,743.0 $1.0M 0.00% $30.17 +16.0%
1483 VOYA VOYA FINANCIAL INC Financial Services 11,550.0 $1.0M 0.00% -282.0 -2.4% $90.53 +8.0%
1484 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 19,609.0 $1.0M 0.00% -1K -5.7% $53.32 +0.3%
1485 ROG ROGERS CORP Technology 6,383.0 $1.0M 0.00% +98.0 +1.6% $163.72 -22.7%
1486 INVH INVITATION HOMES INC Real Estate 34,486.0 $1.0M 0.00% -3K -9.0% $30.23 -0.4%
1487 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 14,197.0 $1.0M 0.00% +2K +17.9% $73.15 +10.5%
1488 GEN GEN DIGITAL INC Technology 41,682.0 $1.0M 0.00% +4K +9.6% $24.89 +16.2%
1489 ARMK ARAMARK Industrials 18,219.0 $1.0M 0.00% +994.0 +5.8% $56.90 +5.0%
1490 INHIBIKASE THERAPEUTICS INC 510,596.0 $1.0M 0.00% NEW $2.03
1491 EXPAND ENERGY CORPORATION 11,331.0 $1.0M 0.00% -4K -23.6% $91.19
1492 CGDV CAPITAL GROUP DIVIDEND VALUE 20,966.0 $1.0M 0.00% +14K +194.9% $49.28 +1.9%
1493 FNV FRANCO NEV CORP Basic Materials 4,954.0 $1.0M 0.00% +273.0 +5.8% $208.47 +27.5%
1494 VCR VANGUARD WORLD FD 2,592.0 $1.0M 0.00% +629.0 +32.0% $396.61 +0.1%
1495 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 11,903.0 $1.0M 0.00% -1K -10.3% $86.20 -5.6%
1496 MTUM ISHARES TR 2,988.0 $1.0M 0.00% +2K +119.5% $342.72 -11.0%
1497 ISHARES TR 45,757.0 $1.0M 0.00% NEW $22.37
1498 SJM SMUCKER J M CO Consumer Defensive 9,093.0 $1.0M 0.00% +727.0 +8.7% $112.50 +10.5%
1499 LKQ LKQ CORP Consumer Cyclical 38,713.0 $1.0M 0.00% +12K +47.4% $26.33 -2.1%
1500 PCTY PAYLOCITY HLDG CORP Technology 9,742.0 $1.0M 0.00% +1K +11.8% $104.53 +46.7%
Page 75 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%