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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 81 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 M MACYS INC Consumer Cyclical 36,043.0 $851K 0.00% -765.0 -2.1% $23.60 -3.5%
1602 CRBG COREBRIDGE FINL INC 29,639.0 $849K 0.00% +907.0 +3.2% $28.63
1603 ANNALY CAPITAL MANAGEMENT IN 37,719.0 $846K 0.00% -1K -3.3% $22.42
1604 CE CELANESE CORP DEL Basic Materials 18,368.0 $845K 0.00% +597.0 +3.4% $46.00 +2.1%
1605 DGRW WISDOMTREE TR 8,835.0 $845K 0.00% NEW $95.62 +3.9%
1606 ATEN A10 NETWORKS INC Technology 22,589.0 $844K 0.00% -7K -22.5% $37.36 -30.8%
1607 PKX POSCO HOLDINGS INC Basic Materials 16,381.0 $842K 0.00% +7K +77.2% $51.38 +11.5%
1608 VNT VONTIER CORPORATION Technology 28,976.0 $840K 0.00% +1K +3.9% $29.00 +13.3%
1609 ADAG ADAGENE INC Healthcare 199,610.0 $838K 0.00% NEW $4.20 -4.5%
1610 SYM SYMBOTIC INC Industrials 18,571.0 $835K 0.00% -2K -8.9% $44.99 -5.7%
1611 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,408.0 $834K 0.00% +24.0 +0.7% $244.77 -15.3%
1612 IAC PEOPLE INC Technology 18,047.0 $833K 0.00% +223.0 +1.2% $46.16 -0.0%
1613 BKD BROOKDALE SR LIVING INC Healthcare 51,684.0 $832K 0.00% $16.09 -26.3%
1614 FAF FIRST AMERN FINL CORP Financial Services 12,121.0 $831K 0.00% +2K +25.9% $68.59 +4.7%
1615 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 13,448.0 $831K 0.00% +6K +70.6% $61.82 -2.4%
1616 PKE PARK AEROSPACE CORP Industrials 21,750.0 $830K 0.00% NEW $38.16 -11.2%
1617 IYZ ISHARES TR 19,611.0 $830K 0.00% -1K -5.5% $42.31 +1.6%
1618 ESNT ESSENT GROUP LTD Financial Services 12,827.0 $825K 0.00% +4K +39.7% $64.28 +6.0%
1619 JSTC TIDAL TRUST I 35,990.0 $823K 0.00% $22.88 +0.7%
1620 VECO VEECO INSTRS INC DEL Technology 10,828.0 $821K 0.00% -1K -9.0% $75.80 -36.9%
Page 81 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%