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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 80 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 LAD LITHIA MTRS INC Consumer Cyclical 2,833.0 $707K 0.00% -447.0 -13.6% $249.73 +3.1%
1582 BKD BROOKDALE SR LIVING INC Healthcare 51,622.0 $706K 0.00% $13.68 -2.9%
1583 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 11,281.0 $705K 0.00% +1K +14.6% $62.48 +0.5%
1584 VCR VANGUARD WORLD FD 1,963.0 $705K 0.00% $359.03 +5.7%
1585 JSTC TIDAL TRUST I 35,990.0 $701K 0.00% $19.49 +9.1%
1586 SBS COMPANHIA DE SANEAMENTO BASI Utilities 22,952.0 $700K 0.00% +10K +80.7% $30.51 -81.3%
1587 FFBC 1ST FINL BANCORP Financial Services 25,091.0 $700K 0.00% +2K +9.8% $27.88 +8.6%
1588 DOCN DIGITALOCEAN HLDGS INC Technology 8,149.0 $699K 0.00% -41.0 -0.5% $85.78 +78.1%
1589 ARMK ARAMARK Industrials 17,225.0 $698K 0.00% +2K +13.2% $40.54 +28.4%
1590 UBSI UNITED BANKSHARES INC WEST V Financial Services 16,804.0 $696K 0.00% +648.0 +4.0% $41.43 +2.9%
1591 PICK ISHARES INC 12,295.0 $696K 0.00% $56.59 +8.6%
1592 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 45,103.0 $695K 0.00% $15.42 +7.1%
1593 CENX CENTURY ALUM CO Basic Materials 11,840.0 $695K 0.00% +642.0 +5.7% $58.69 -0.2%
1594 IYE ISHARES TR 10,702.0 $693K 0.00% -12K -52.0% $64.77 +0.1%
1595 SEALED AIR CORP NEW 16,464.0 $692K 0.00% -1K -5.8% $42.05
1596 CHDN CHURCHILL DOWNS INC Consumer Cyclical 7,706.0 $692K 0.00% +552.0 +7.7% $89.83 -3.9%
1597 WAL WESTERN ALLIANCE BANCORP Financial Services 9,769.0 $692K 0.00% -1K -12.3% $70.85 +8.2%
1598 RTO RENTOKIL INITIAL PLC Industrials 21,936.0 $691K 0.00% +12K +117.4% $31.48 +0.8%
1599 BEP BROOKFIELD RENEWABLE ENERGY Utilities 21,124.0 $689K 0.00% $32.64 +5.3%
1600 BOH BANK HAWAII CORP Financial Services 9,277.0 $689K 0.00% -105.0 -1.1% $74.25 +4.0%
Page 80 of 112  ·  2,222 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
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%