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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 77 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TXNM ENERGY INC 16,993.0 $965K 0.00% -6K -24.9% $56.78
1522 PTC PTC INC Technology 8,457.0 $964K 0.00% -1K -13.9% $114.01 +35.7%
1523 PIPR PIPER SANDLER COMPANIES Financial Services 13,284.0 $961K 0.00% -412.0 -3.0% $72.34 +3.7%
1524 APTIV PLC 15,601.0 $958K 0.00% +794.0 +5.4% $61.38
1525 GDDY GODADDY INC Technology 11,271.0 $957K 0.00% +1K +12.7% $84.88 +14.4%
1526 ETHA ISHARES ETHEREUM TR Financial Services 80,299.0 $955K 0.00% +65K +421.6% $11.89 +53.4%
1527 BLUE OWL CAPITAL CORPORATION 87,670.0 $953K 0.00% NEW $10.87
1528 PFF ISHARES TR 31,199.0 $951K 0.00% -248.0 -0.8% $30.49 -0.1%
1529 JHG JANUS HENDERSON GROUP PLC Financial Services 18,291.0 $950K 0.00% -6K -25.1% $51.95 +0.0%
1530 WTM WHITE MTNS INS GROUP LTD Financial Services 458.0 $950K 0.00% $2073.40 +1.8%
1531 FLUTTER ENTMT PLC 9,259.0 $946K 0.00% -139.0 -1.5% $102.17
1532 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 11,023.0 $946K 0.00% $85.81 -15.3%
1533 COGT COGENT BIOSCIENCES INC Healthcare 24,349.0 $942K 0.00% NEW $38.70 -5.1%
1534 PFO FLAHERTY & CRUMRINE PFD INCO Financial Services 101,525.0 $938K 0.00% -169K -62.5% $9.24 -2.3%
1535 OPCH OPTION CARE HEALTH INC Healthcare 44,658.0 $936K 0.00% -12K -21.3% $20.97 +13.0%
1536 SOXX ISHARES TR 1,458.0 $935K 0.00% NEW $640.95 -18.9%
1537 RVLV REVOLVE GROUP INC Consumer Cyclical 40,822.0 $934K 0.00% -11K -22.0% $22.89 +3.8%
1538 CLX CLOROX CO DEL Consumer Defensive 9,765.0 $932K 0.00% +222.0 +2.3% $95.44 +11.8%
1539 CRUS CIRRUS LOGIC INC Technology 6,270.0 $931K 0.00% +185.0 +3.0% $148.53 -22.4%
1540 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 32,955.0 $931K 0.00% $28.24 +10.1%
Page 77 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%