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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 78 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 WAY WAYSTAR HLDG CORP Technology 45,279.0 $930K 0.00% +27K +147.2% $20.53 +21.8%
1542 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 85,000.0 $927K 0.00% $10.90 +707.0%
1543 PATHWARD FINANCIAL INC 10,632.0 $926K 0.00% -1K -8.7% $87.06
1544 JOBY JOBY AVIATION INC Industrials 103,433.0 $923K 0.00% +13K +14.3% $8.93 -15.6%
1545 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 43,713.0 $923K 0.00% +5K +12.8% $21.11 -18.3%
1546 POWR ISHARES INC 32,950.0 $921K 0.00% $27.96 -7.6%
1547 IMO IMPERIAL OIL LTD Energy 8,215.0 $921K 0.00% $112.05 +23.2%
1548 SIRI SIRIUSXM HOLDINGS INC Communication Services 31,109.0 $919K 0.00% +22K +257.3% $29.54 -2.9%
1549 DXCM DEXCOM INC Healthcare 13,614.0 $917K 0.00% +269.0 +2.0% $67.35 +37.1%
1550 POST POST HLDGS INC Consumer Defensive 10,367.0 $915K 0.00% -799.0 -7.2% $88.26 -8.8%
1551 XAR SPDR SERIES TRUST 3,224.0 $915K 0.00% $283.79 -3.9%
1552 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 11,505.0 $912K 0.00% +156.0 +1.4% $79.31 +6.3%
1553 PAVE GLOBAL X FDS 15,484.0 $912K 0.00% NEW $58.92 -4.3%
1554 GBX GREENBRIER COS INC Industrials 18,580.0 $911K 0.00% -1K -6.0% $49.01 -6.0%
1555 KNF KNIFE RIVER CORP Basic Materials 10,868.0 $909K 0.00% -1K -9.7% $83.65 -20.9%
1556 RAMP LIVERAMP HLDGS INC Technology 24,142.0 $909K 0.00% +8K +47.0% $37.64 -0.2%
1557 EXLS EXLSERVICE HLDGS INC Technology 35,067.0 $907K 0.00% -593.0 -1.7% $25.86 +45.1%
1558 BWX SPDR SERIES TRUST 41,806.0 $906K 0.00% $21.68 +1.3%
1559 AB ACTIVE ETFS INC $903K 0.00% -100.0%
1560 CHGX EA SERIES TRUST 27,164.0 $902K 0.00% $33.21 +1.8%
Page 78 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%