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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 86 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 SYBT STOCK YDS BANCORP INC Financial Services 9,048.0 $692K 0.00% -331.0 -3.5% $76.47 +6.9%
1702 NUKZ EXCHANGE TRADED CONCEPTS TRU 10,067.0 $686K 0.00% $68.16 -4.6%
1703 FTS FORTIS INC Utilities 11,989.0 $686K 0.00% +777.0 +6.9% $57.23 -1.7%
1704 GRAL GRAIL INC Healthcare 10,066.0 $686K 0.00% +125.0 +1.3% $68.15 +16.5%
1705 HSTM HEALTHSTREAM INC Healthcare 25,160.0 $686K 0.00% NEW $27.25 +5.9%
1706 MD PEDIATRIX MEDICAL GROUP INC Healthcare 27,039.0 $685K 0.00% -3K -8.5% $25.33 +4.2%
1707 NJR NEW JERSEY RES CORP Utilities 12,216.0 $685K 0.00% +2K +23.8% $56.05 -1.8%
1708 MWA MUELLER WTR PRODS INC Industrials 26,461.0 $683K 0.00% -5K -15.0% $25.83 -2.6%
1709 MGRC MCGRATH RENTCORP Industrials 5,643.0 $683K 0.00% -2K -30.1% $121.03 -3.2%
1710 FT FRANKLIN UNVL TR Financial Services 84,666.0 $683K 0.00% NEW $8.06 -2.2%
1711 LPX LOUISIANA PAC CORP Basic Materials 8,663.0 $681K 0.00% +4K +83.8% $78.66 -5.6%
1712 TECK TECK RESOURCES LTD Basic Materials 11,458.0 $681K 0.00% -321.0 -2.7% $59.46 +11.0%
1713 UTZ UTZ BRANDS INC Consumer Defensive 88,090.0 $678K 0.00% -46K -34.2% $7.70 +83.7%
1714 NTR NUTRIEN LTD Basic Materials 10,760.0 $678K 0.00% -671.0 -5.9% $62.97 +15.9%
1715 TRU TRANSUNION Industrials 9,391.0 $678K 0.00% -404.0 -4.1% $72.14 +17.3%
1716 HALO HALOZYME THERAPEUTICS INC Healthcare 8,620.0 $675K 0.00% +251.0 +3.0% $78.27 +36.1%
1717 CNS COHEN & STEERS INC Financial Services 8,807.0 $671K 0.00% +679.0 +8.3% $76.14 +6.3%
1718 LANDBRIDGE COMPANY LLC 8,440.0 $669K 0.00% $79.24
1719 AAOI APPLIED OPTOELECTRONICS INC Technology 4,510.0 $668K 0.00% -872.0 -16.2% $148.16 -13.7%
1720 AES AES CORP Utilities 45,389.0 $667K 0.00% +828.0 +1.9% $14.69 +0.3%
Page 86 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 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%