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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 76 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 EPR EPR PPTYS Real Estate 17,493.0 $1.0M 0.00% -313.0 -1.8% $58.01 +4.0%
1502 KRMN KARMAN HLDGS INC Industrials 20,240.0 $1.0M 0.00% -1K -5.8% $49.92 +7.0%
1503 WHD CACTUS INC Energy 19,718.0 $1.0M 0.00% -2K -9.5% $51.23 +35.5%
1504 SKT TANGER INC Real Estate 25,468.0 $1.0M 0.00% -2K -7.1% $39.47 -3.2%
1505 FCN FTI CONSULTING INC Industrials 6,736.0 $1.0M 0.00% -474.0 -6.6% $149.01 +4.5%
1506 UHS UNIVERSAL HLTH SVCS INC Healthcare 6,710.0 $1.0M 0.00% +2K +48.2% $149.07 +18.9%
1507 MBWM MERCANTILE BK CORP Financial Services 17,384.0 $998K 0.00% -569.0 -3.2% $57.42 +3.8%
1508 PDP INVESCO EXCHANGE TRADED FD T 6,574.0 $997K 0.00% NEW $151.73 -9.8%
1509 SBAC SBA COMMUNICATIONS CORP Real Estate 5,641.0 $996K 0.00% -1K -15.1% $176.48 +3.5%
1510 GIII G III APPAREL GROUP LTD Consumer Cyclical 29,493.0 $994K 0.00% -2K -5.3% $33.71 +0.2%
1511 KRYS KRYSTAL BIOTECH INC Healthcare 2,672.0 $993K 0.00% +431.0 +19.2% $371.67 -6.8%
1512 GTM ZOOMINFO TECHNOLOGIES INC Technology 338,537.0 $992K 0.00% +304K +877.3% $2.93 +35.5%
1513 DOX AMDOCS LTD Technology 19,536.0 $988K 0.00% +3K +16.6% $50.57 +21.4%
1514 CORT CORCEPT THERAPEUTICS INC Healthcare 11,355.0 $987K 0.00% -696.0 -5.8% $86.95 +40.6%
1515 WDS WOODSIDE ENERGY GROUP LTD Energy 51,021.0 $986K 0.00% +1K +2.3% $19.32 +25.9%
1516 SOLV SOLVENTUM CORP Healthcare 12,744.0 $983K 0.00% +768.0 +6.4% $77.15 +16.1%
1517 DUOL DUOLINGO INC Technology 8,540.0 $982K 0.00% +3K +47.9% $114.95 +27.1%
1518 IXN ISHARES TR 6,787.0 $981K 0.00% NEW $144.48 -3.5%
1519 PPLT ABRDN PLATINUM ETF TRUST Financial Services 69,030.0 $975K 0.00% +60K +661.7% $14.13 +20.5%
1520 ETSY INC 12,885.0 $971K 0.00% +2K +17.3% $75.33
Page 76 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%