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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 79 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 BBJP J P MORGAN EXCHANGE TRADED F 11,975.0 $902K 0.00% $75.31 +2.1%
1562 EBND SPDR SERIES TRUST 43,094.0 $902K 0.00% NEW $20.92 +1.5%
1563 JXN JACKSON FINANCIAL INC Financial Services 8,792.0 $900K 0.00% -2K -17.3% $102.39 +26.8%
1564 ZM ZOOM COMMUNICATIONS INC Technology 10,420.0 $899K 0.00% -1K -10.3% $86.32 +24.5%
1565 AUB ATLANTIC UN BANKSHARES CORP Financial Services 21,254.0 $899K 0.00% +7K +52.6% $42.31 -2.7%
1566 NTNX NUTANIX INC Technology 17,633.0 $899K 0.00% +2K +9.8% $50.96 +32.7%
1567 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 268,150.0 $896K 0.00% $3.34 -9.9%
1568 MHO M/I HOMES INC Consumer Cyclical 5,564.0 $895K 0.00% -1K -16.2% $160.79 -5.2%
1569 VAW VANGUARD WORLD FD 3,910.0 $894K 0.00% NEW $228.77 +4.7%
1570 MTG MGIC INVT CORP WIS Financial Services 31,700.0 $894K 0.00% +2K +7.1% $28.20 +9.6%
1571 NEAR ISHARES U S ETF TR 17,645.0 $894K 0.00% -11K -38.5% $50.66 -0.2%
1572 CNM CORE & MAIN INC Industrials 18,511.0 $893K 0.00% -4K -17.1% $48.25 -7.0%
1573 PGEN PRECIGEN INC Healthcare 156,377.0 $891K 0.00% NEW $5.70 +26.3%
1574 PICK ISHARES INC 15,305.0 $890K 0.00% +3K +24.5% $58.15 +13.0%
1575 EXEL EXELIXIS INC Healthcare 16,353.0 $890K 0.00% +4K +28.3% $54.41 -0.6%
1576 QCLN FIRST TR EXCHANGE-TRADED FD 14,498.0 $889K 0.00% $61.32 -17.7%
1577 TLS TELOS CORP MD Technology 193,207.0 $889K 0.00% $4.60 -2.2%
1578 SPH SUBURBAN PROPANE PARTNERS L Utilities 51,854.0 $887K 0.00% $17.10 +3.2%
1579 KFY KORN FERRY Industrials 13,294.0 $885K 0.00% +1K +12.6% $66.58 +27.8%
1580 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 11,952.0 $885K 0.00% $74.04 +10.7%
Page 79 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%