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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 80 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 INGR INGREDION INC Consumer Defensive 9,307.0 $881K 0.00% -288.0 -3.0% $94.71 +12.8%
1582 CGBD CARLYLE SECURED LENDING INC Financial Services 83,677.0 $881K 0.00% +2K +2.6% $10.53 +7.8%
1583 ICFI ICF INTL INC Industrials 12,062.0 $879K 0.00% NEW $72.86 +22.2%
1584 PEN PENUMBRA INC Healthcare 2,777.0 $877K 0.00% +518.0 +22.9% $315.75 +3.0%
1585 FNDF SCHWAB STRATEGIC TR 16,597.0 $876K 0.00% +281.0 +1.7% $52.76 +5.8%
1586 RKT ROCKET COS INC Financial Services 55,551.0 $875K 0.00% -8K -12.8% $15.75 -11.6%
1587 TEM TEMPUS AI INC Healthcare 15,053.0 $871K 0.00% +1K +9.2% $57.89 +25.6%
1588 QTWO Q2 HLDGS INC Technology 18,036.0 $868K 0.00% -7K -28.8% $48.10 +32.9%
1589 SPLV INVESCO EXCH TRADED FD TR II 11,573.0 $867K 0.00% +819.0 +7.6% $74.90 +0.6%
1590 IUSV ISHARES TR 7,866.0 $866K 0.00% +2K +39.5% $110.14 +4.3%
1591 SMMU PIMCO ETF TR 17,146.0 $866K 0.00% $50.50 -0.4%
1592 AXS AXIS CAP HLDGS LTD Financial Services 8,053.0 $866K 0.00% +715.0 +9.7% $107.51 -8.2%
1593 CFA VICTORY PORTFOLIOS II 8,744.0 $864K 0.00% +696.0 +8.7% $98.80 +2.9%
1594 MATX MATSON INC Industrials 4,483.0 $862K 0.00% -87.0 -1.9% $192.23 +15.9%
1595 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 7,615.0 $859K 0.00% +3K +84.5% $112.74 +18.2%
1596 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 60,745.0 $855K 0.00% -94K -60.8% $14.07 -1.6%
1597 INTERNATIONAL BANCSHARES COR 11,220.0 $852K 0.00% +79.0 +0.7% $75.95
1598 LEA LEAR CORP Consumer Cyclical 6,357.0 $852K 0.00% +1K +26.1% $134.05 -4.1%
1599 CBZ CBIZ INC Industrials 26,554.0 $852K 0.00% -31K -53.6% $32.08 +70.4%
1600 ARKK ARK ETF TR 10,535.0 $851K 0.00% $80.82 +6.7%
Page 80 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%